Financial Advisor, Cfp®, Cdfa®
CurrentAs a financial advisor, I am responsible for organizing, managing and directing the delivery of client services on the Wealth Management Team. I view my position as an additional pair of "eyes" and "ears" to understand our clients while helping them with financial decisions. As a professional, I’ve worked in the financial services industry over 20 years in various roles ranging from walking individuals through retirement projections to educating 401k participants on their investment options. I'm also a co-founder of Hamilton Capital's Women's Exchange which promotes financial literacy among women. As part of this outreach, I am the chapter leader of the Second Saturday Divorce Workshops for the central Ohio area. Second Saturday teaches women what they need to know about divorce and is part of the national non-profit organization WIFE.org.