Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. I moved to Columbus from northeast Ohio to attend The Ohio State University and stayed. I love being a part
of the fabric of central Ohio. I met my husband, Mark, in 1992. We adopted two sons in 1998 and 2001, both at birth. I started with Edward Jones in 2002. My office is located in Gahanna just off of the Hamilton Road exit of 270. There is plenty of parking and a great view of airplanes taking off and landing at the airport. In 2012, I received the CFP® certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. I along with my Senior Branch Office Administrators, Jennifer Huck and Wendy Summers, provide highly personalized service. All aspects of my business are aligned to help me better understand and meet my clients’ unique goals and needs. Member SIPC.
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