I am a dedicated and experienced financial advisor with over five years of experience in the industry. Throughout my career, I have demonstrated a strong commitment to delivering world- class service and providing solid returns to a diverse range of clients, including high-net-worth individuals, small business owners, and retirees. My mission is to consolidate, grow, protect, and eventually transfer my clients' assets in the most tax-efficient way(s) possible. I offer holistic financial planning, working with your existing team of legal and tax professionals to identify and achieve your financial goals. My expertise includes financial planning, wealth management, estate planning, financial analysis, life insurance, retirement planning, 401k design and management, and business succession planning.
Before working in finance, I was the President/Owner of College Ready Tutor/Study Strategies, LLC. I worked with students from grades 5 through college, helping them develop study and learning skills. I designed a proprietary organization & study skills program, "Colors of Confidence," specifically tailored for ADHD and EFD learners. Prior to this, I served as the VP of Marketing & Communications at Dr. John Mitakides, DDS., Inc., overseeing all marketing efforts and outgoing communications for professional organizations such as The Ehlers-Danlos National Foundation, American Academy Cranio-Facial Pain, and American Academy of Facial Aesthetics.
I hold a Ph.D. in Political Science from Miami University, with a dissertation titled "Stayin' Alive: A Mixed-Methods Study of the Inconsistent Effects of Leadership Decapitation on Terrorist Organizations." My educational background also includes an M.A. in Applied Behavioral Sciences from Wright State University and a B.A. in Women's Studies from Hollins University. I believe in lifelong learning and am currently pursuing my CFP designation. Outside of my professional endeavors, I have actively participated in community service and volunteer organizations, demonstrating my dedication to giving back. I am a single mother of two kids, ages 10 and 7, who keep me running! In my "spare" time, I enjoy reading historical fiction, gardening, and cooking.