Accreditations and Education
- BA Finance, University of Cincinnati September 1995-June 2000
- CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
- Executive Certificate in Financial Planning, Xavier University, 2007
Hobbies and Personal Life
My husband, Jeff, and I live on the west side of Cincinnati where we are raising our three girls, Abby, Lily and Lucy. You’re likely to find me volunteering at Seton High School, at track and tennis matches, or enjoying a visit to our oldest girls at Miami University and OSU! When I’m not spending time with Jeff and the girls, I’m always up for a girls’ night out, shopping, or working on a creative project. As we are quickly approaching empty nest status, Jeff and I are enjoying lots of fall football cheering on the Bearcats and Bengals – and enjoying many great tailgates!
Community Participation
- Board member of Seton High School’s Mom’s & Dad’s club
- Volunteer with Freestore Foodbank
Awards & Recognition
- FIVE STAR Wealth Manager, 2016 and 2015
4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com
Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.