As one of the founders of Econologics Financial Advisors, I am driven and passionate about providing real financial planning solutions to private practice owners and their associates across the United States.  Having practiced as an Occupational Therapist before taking on my current role, I know first-hand the lack of financial direction practitioners experience and am determined to do something about it.  

I am also passionate about having an awesome team to provide financial planning services to our clients.  I am building a team of hand-picked individuals who work together with a shared purpose of giving practice owners and associates the help they truly need.  Winning team, winning clients, winning company.

I grew up in Columbus, Ohio and attended The Ohio State University where I obtained my degree in Occupational Therapy. I currently hold a life, health and variable annuity insurance license.  My first experience in the financial world was managing and co-owning a financial planning company in Columbus, Ohio that focused on advising ministers. That business was successfully sold to an associate and after 30 plus years of living in Ohio I moved to Clearwater, Florida. No matter where my journey takes me, I will always be a Buckeye!

Outside of work I enjoy gardening, kayaking, travelling, a good Pilates workout, hanging out with family and friends and enjoying my home with my fur babies.  I also volunteer for a non-profit organization that focuses on protecting human rights in the field of mental health.