My Story
My journey in the financial industry began with a degree in Accounting. While I never worked as an accountant, I wound my way through Accounts Payable, Accounts Receivable, Human Resources and finally made my way into the world of Financial Planning where I met John and Jeff at a previous firm. I was the first employee of Ritter Daniher a few months after they started the firm back in 1999.
I then earned my CFP® certification and began to really delve into Financial Planning, and I recognized that it really goes beyond just the numbers. Financial Planning is very personal and means something different to each client as each person’s financial situation is unique. I love to work with clients and help them realize their dreams whether it’s sending a child to college, helping a client retire or answering questions that come up along the way while they are on their financial journey.
Personal Information
Loves to spend time with family and friends.
Enjoys reading and catching new release movies.
Likes to travel (especially cruises!) as well as trying out new local restaurants.
Education & Accomplishments
B.A. in Accounting from Cedarville University, 1989
Registered Financial Paraplanner (RP), 2001
Certified Financial Planner (CFP®), 2005
NAPFA Registered Financial Advisor, 2005
Co-Chair of 2008 NAPFA National Conference in Long Beach, CA
Finance Committee Member at Clough United Methodist, 2009-present
NAPFA Women's Initiative Committee Member, 2012-2014
Speaker at Xavier University "Ethics & Compliance" seminar, 2014
Finance Officer for 279 Civil Air Patrol Composite Squadron, 2014