Products and services. Aligned with your priorities.
From working for minimum wage on the shop floor to holding high-level management positions, my prior experience in the work force helps me resonate with clients of all income levels and financial goals.
And, as a lifetime central Ohio resident, I’ve witnessed first-hand the tremendous growth that our tight-knit, rural communities have undergone with the influx of large corporations over the years. But I also know that our roots in the farming industry still stand strong.
If you’re nearing retirement and have a company-sponsored pension plan, I can help walk you through your payout options. Or, if you’re a local farmer preparing to hand down the family business, I can guide you through the succession planning process. Whatever your situation, you can count on me to work side-by-side with you to address your financial concerns and create a go-forward plan based on your goals and values.
Some areas I specialize in include:
• Retirement income planning
• Estate planning
• Succession planning
• Tax-efficient financial strategies
• Long-term care planning
• Legacy and protection planning
• Charitable giving
• Life insurance
• Disability income insurance
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
