475 W Perry St
Tiffin, OH 44883
In 2005, I began my Edward Jones career as a financial advisor in Tiffin. As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I graduated magna cum laude from The University of Toledo with a bachelor's degree in finance in 2004. I also earned my Accredited Asset Management Specialist (AAMS®) and Certified Financial Planner (CFP®) professional designations in 2008 and 2013.
The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
The Certified Financial Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Professional Responsibility and comply with the Financial Planning Practice Standards.
I am an active member of the community, serving as past president for the United Way and past president for the Rotary Club of Tiffin. I currently serve on the Tiffin Mercy Hospital Foundation Board. I am married to my best friend, Kyle, and am the proud mother of two children, Ayden and Emma.
Relationships are key, and in my view, meeting face to face builds strong relationships. I meet when it's convenient for my clients because I recognize the challenging needs of their business and their lives.