About Me
The best lives are those lived on your own terms, and financial independence is a powerful tool to help you achieve that freedom. As a financial planner, I help people navigate their finances to live their best lives today while also feeling prepared and confident about their futures.
I am a big believer in understanding all aspects of your financial life, because no one cares about your money more than you do. I saw this firsthand through my experiences as a bank examiner in the Great Recession and onward through my time as a private banker and venture investor. Whether you are just starting out, are a DIY investor, or are coming to Aptus from another financial advisor, we have the skills and the tools to make the complex subject of investing and retirement planning simple while helping you feel confident in the direction of your financial future.
My husband and I are building our best life day by day. Financial independence has helped us unlock our time and energy to take great risks and focus on living lives of positive impact. We have four amazing children who are always finding ways to make each other laugh. I love a good road trip (yes, even with four young kids) and an old house with a story to tell!
CREDENTIALS
Investment Advisor Representative
EDUCATION
BSBA, Creighton University, Economics and Spanish
MBA, The Ohio State University, Finance and Leadership
EXPERIENCE
2025-Present: Financial Planner, Aptus Financial
2024-2025: Associate Financial Advisor, Hamilton Capital
2022-2023: Head of Financial Products, Provide, Inc.
2017-2020: Partner, Ohio Innovation Fund
2014-2016: Senior Underwriter, J.P. Morgan Private Bank
2008-2014: Risk Management Examiner, Federal Deposit Insurance Corporation (FDIC)
EXPERTISE
Cash flow systems and savings habits
Cash management, contingency planning and risk management
Tax-efficient investing
Business owner considerations, including financing
Venture investing
For a more comprehensive breakdown of Aptus Financial's pricing, please visit: https://www.aptusfinancial.com/pricing