As a 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.
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.
- BS in Finance with an emphasis in Financial Planning from Franklin University
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.