NMLS #: 1228778
NMLS #: 1745540
Westlake, Ohio 44145
In my role as a Private Banker, I work with health care professionals, business owners, attorneys and CPAs as well as affluent individuals and their families to assist in achieving their financial goals. I have had success for over 25 years in the financial industry because I believe in doing the right thing for my clients and providing a full spectrum of financial solutions.
I am a graduate of the University of Phoenix with a Bachelor of Science in Business Administration.
In addition to working with local non-profit organizations, in my spare time, I enjoy helping my husband Gary in his golf course photography business.
Fort Mitchell, KY 41017
With nearly 10 years in banking, I take pride in providing prompt answers and personalized Private Banking solutions to assist my clients in reaching their financial goals. I enjoy working closely with my clients and helping them through every stage of life.
I attended Northern Kentucky University and enjoy traveling in my spare time.
Dublin, Ohio 43016
With over 30 years of financial experience in Central Ohio, I’m here to simplify my clients’ everyday finances while helping them reach their financial goals. My clients can expect a prompt response and creative solutions for all their financial needs.
I am a graduate of Galion High School and earned my bachelor’s degree in accounting at Mt. Vernon Nazarene University. In my spare time, I enjoy volunteering with Dublin Youth Athletics.
Miamisburg, Ohio 45342
With over 20 years’ combined career experience in the customer service and banking industries, I am committed to being a trusted financial resource for customers. From established high-net worth individuals to professionals entering the workforce, providing financial wellness and expertise is at the core of who I am.
I earned bachelor’s degree from Franklin University in Business Management and Leadership and am an active member of the Dayton Chamber of Commerce. I currently reside in Miamisburg, Ohio.