I was born in Mt Lookout in Cincinnati. My Dad was a small business owner and I learned much from him about hard work and planning. Mom was a writer / editor and taught me how to organize my thoughts and communicate effectively.
I graduated from the University of Cincinnati with a Bachelor's degree in Finance and later an MBA in Finance from Xavier.
I have been married for 23 years and have a daughter in college at the University of Cincinnati and my son is in High School at Walnut Hills. I have an older sister who lives in Newport.
I enjoy running and completed the Flying Pig and the Wright Patt Airforce Base Marathon. I also enjoy biking, being outdoors and FC Cincinnati.
I have spent more than a decade meeting with clients in Northern Kentucky and Cincinnati. During this time I have met with numerous clients developing and implementing financial plans. I have refined my skills over the years and earned the Certified Financial Planner certification.
My focus is to develop custom solutions to help my clients pursue their unique goals. How can I help you?
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18