As a Paraplanner, I provide assistance with planning services, client communication and marketing efforts for the firm.
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.
- BS in Business Administration specializing in Marketing from The Ohio State University
- Financial Paraplanner Qualified Professional™ (or FPQP™)
Unlike many of my peers I didn’t always know I wanted to be in finance. I studied business (Marketing) in college because I thought I wanted to open my own flower shop. After being in the floral industry and working as a bridal consultant for four years I realized I didn’t want the ‘late evening meetings and weddings every weekend’ schedule. Thankfully I have a wonderful friend who worked at PDS and introduced me. It was perfect fit from the start and I quickly realized this industry is about finance, yes, but more importantly it’s about helping people, educating people and empowering them to reach their goals.
My husband, AJ, and I have been married for 12 years now and are proud graduates of The Ohio State University. The scarlet and gray runs deep and we enjoy cheering on the Buckeyes together. We welcomed our son, Gray, into the world in 2022 and have an adorable mutt that is 7 years old now. We are lucky to have family close by and are a part of Scarlet City Church in Clintonville. One of our favorite pastimes has been taking Saturday morning walks to a local coffee shop about a mile away.