As an Wealth Manager, I work with clients to help them address their personal financial goals through face-to-face meetings and ongoing client communications. As Managing Principal, I oversee the company finances, set the short and long-term strategic goals for the organization and work with staff to address the operations of the business.

Personal Mission

Happiness – living every minute with love, grace and gratitude.

What I Love About PDS

I have always had an interest in helping others in general, but at PDS I have the opportunity to help educate others so they feel (and are) more knowledgeable and confident in their personal and financial decisions.

Education

  • BS in Finance with an emphasis in Financial Planning from Franklin University

Recognitions/Awards

  • Graduated Magna Cum Laude
  • 2013 Top 50 Women RIA’s (Nationally)

About Me:

From the days of playing banker with my sister to working with farmers to market their crops, and now to helping individuals navigate their finances, finance has always been a part of my DNA.

When I’m not working on finances I enjoy organic gardening and expanding my interest in overall wellness through diet and exercise. In fact, a recent exercise activity I’ve grown to enjoy outside of my favorites like hiking and mountain biking is boxing. Of course, my husband of over 20 years prefers I keep my boxing at the gym.