I am a Certified Financial Planner® with over 20 years of experience in banking, trust and investment management. I graduated with a B.A. in Finance and an emphasis in Investments at Cedarville University in Ohio. I am a licensed Life, Health and Variable Annuity agent with a Series 7 registration held through LPL Financial. In my community, I am involved through affiliations with Rotary, Financial Planning Association of Central Ohio, United Way, Leadership Champaign and Clark Counties and Southgate Church. I also served on the board of directors of the Urbana University Foundation, Springfield Arts Council and The Gathering of the Miami Valley.