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Specialties
A country girl at heart, I grew up in northwest Ohio working at my father's body shop.
An honest work ethic and a desire to give back to my community are just a few of the many lessons my parents demonstrated as I watched them grow their business. After attending Ohio State University, I fell in love with central Ohio, but I missed my rural roots. I settled in Delaware County in 1999 as it reminded me of home. Life went as planned until I suddenly found myself the sole provider of my three children. Being a stay-at-home mother, I had to quickly become financially savvy. A family friend, another financial advisor, encouraged me to share what I learned with others. His suggestion lit a fire in me as I saw a great need for others to gain a sense of control over their future. 10 years later, I am privileged to be doing just that with a firm that shares my values. I am happily married to my husband, Brian, and together we are raising our combined six children in western Delaware county. Kids' activities keep our lives busy, but when possible, we enjoy our local parks. I serve on the Delaware County Chamber of Commerce Board of Directors I am also proud to be a member of the Ostrander Civic Association. My passion is to educate and empower my clients to be confident in their financial decisions, whether it be preparing for retirement, income in retirement or college planning. I enjoy teaching about ways to save and invest, and how proactive planning can change the trajectory of a family legacy. My branch office administrator, Amee Bertke, lives in Delaware and is in the Buckeye Valley Local School District. Amee and her husband, Phil, have three children and enjoy spending time at their sporting activities. In addition, she serves as a Leadership Board Member of the LifeWise Academy Buckeye Valley program and attends Lifepoint Church in Lewis Center. Amee's background of over 20 years in healthcare provides many service parallels and bring an added value to serving our clients.
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Always free for clients.
Ch FC, AAMS
Chartered Designations
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