As a Paraplanner, I provide assistance with planning services, client communication and marketing efforts for the firm.
Personal Motto
Help create beauty in the world.
What I Love About PDS
I love getting to come alongside clients where they are and help them learn something new that will make an impact on their lives.
Education
- BS in Business Administration specializing in Marketing from The Ohio State University
Certifications
- Financial Paraplanner Qualified Professional™ (or FPQP™)
About Me:
My husband and I purchased our first home in Clintonville a couple years ago and then adopted our adorable mutt, Archie (yes, after Archie Griffin) a few months later. We both graduated from The Ohio State University and love the Buckeyes. You’ll often find us tailgating on Saturday mornings near the field. Before coming to PDS Planning I worked as a floral designer and bridal consultant for 5 years and still design for friends and family.