I feel called to help my clients combine their values and finances in ways that help enable them to reach their goals. I'll help you create a financial program designed exclusively for you. I specialize in designing retirement transition plans for people 1-5 years from retirement which involves strategies to maximize social security benefits and optimize monthly cash flow while shielding against potential roadblocks such as longevity and high health care costs.

A few personal tidbits about me are I go by "Mickey" and have since I was a child. My husband, Mike, and I have a baby girl named Harper. We love to travel both stateside and internationally. My favorite activities are snowboarding, stand-up paddleboarding, and basically anything outside. I believe God has called me to this position to help people find peace about their finances and live generously.

You can TEXT or CALL me at 330-325-4771.

• Financially support anti-human trafficking/prevention organizations like Remember Nhu, Destiny Rescue, & Compassion International
• President of Council with Journey of Faith Lutheran Church in North Ridgeville
• Mentor with South Akron Youth Mentorship

• FINRA Series 07 General Securities Representative
• FINRA Series 66 Uniform Combined State Law
• Life and Health insurance licenses
• Dale Carnegie Graduate
• Bachelor of Arts & Sciences in Criminal Justice and Psychology from Ashland University, 2013
• Lutheran High School West Alumni, 2009

Jean is our on-site office professional. She handles most direct communication with clients. She lives locally in Medina with her husband and 2 dogs.

Amie is our remote associate financial advisor who handles most transactions and trades. She was recently married and lives in MO with their blended family.

Cali is our in-house safety officer. She is a 10-year-old boxer mix who spends most of the day sleeping.