As a Wealth Planner, I help clients make informed financial decisions.
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.
- BA with a dual major in Business and Communications from the University of Pittsburgh
- CERTIFIED FINANCIAL PLANNER™ (or CFP®)
My husband Philip and I are both originally from Pittsburgh (the City of Champions), but throughout our 34 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 23 years, and now consider it home. We have 3 daughters (all OSU grads) and 2 grandsons 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.