As a Financial Advisor, I help clients make informed financial decisions.

Personal Mission

Happiness is not about getting all you want, it is about enjoying all you have.

What I Love About PDS

I get to know each of my client’s unique situations and help them achieve their goals.

Education

  • BA with a dual major in Business and Communications from the University of Pittsburgh

Certifications

  • CERTIFIED FINANCIAL PLANNER™ (or CFP®)

About Me:

My husband Philip and I are both originally from Pittsburgh (the City of Champions), but throughout our 39 years of marriage have lived in a couple different places; such as the Washington DC area and Augusta, Georgia. We’ve lived in Columbus for the past 28 years, and now consider it home. We have 3 daughters (all OSU grads) and 4 grandkids so far!

I love to travel. I recently checked a few things off of my bucket list – riding in a gondola in Venice, Italy, visiting the Parthenon in Athens, Greece and traveling to Arizona to see the Grand Canyon and Sedona. I am a Netflix junkie and my idea of relaxation consists of a glass of wine and a good book.