Phone: 937-853- 7527Email:
I am genuinely passionate about forming highly personable, effective relationships with our clients. When your become a client of Secure Future Advisors or Secure Future Tax Advisors, you are part of our family. I enjoy servicing all needs and requests of our clients, helping them to achieve their goals and objectives, both personally and financially. Our team’s mindset is to bring confidence and clarity to your future.
My financial services career began in 2005 as a bank teller with a regional bank. I was promoted and proceeded to work in the bank’s investment company as a Sales Assistant, supporting many advisors and their operations. I have obtained my State of Ohio Life and Health license and FINRA Series 6 securities registration. In 2016, I joined Secure Future Advisors as Director of Operations. Currently, I lead this team, leveraging my experience and leadership, to deliver an “above and beyond” client experience.
As Director of Operations, my role is to assist our clients and advisor group, as we use our unique planning process to help professionals, retirees and business owners build a more secure future. In addition, I oversee the day to day office operations, processing of new accounts, and client service requests. Since we believe in a “lifetime learning culture”, I am responsible for planning our “Wisdom Builder Advocate” client educational events.
My Personal Interests
I have resided in Dayton, Ohio for many years, and attended Centerville High School. I received my B.A. degree in Theatre (Costume Design) from The Ohio State University and received my M.B.A degree (Project Management) from Wright State University. In my free time, I enjoy travelling and camping with my husband and twin daughters. My hobbies including crafting, home renovation projects and refinishing furniture.
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