I grew up just outside of Columbus, OH until moving to Cincinnati to attend the University of Cincinnati. I graduated in 2012 with a Bachelor's of Science degree in Middle Childhood Education, with a focus on math and social studies. After teaching middle school for a year I decided to explore other career options and I was introduced to the financial services industry in 2014. Within two years I obtained Series 7 and Series 66 licenses, both held with LPL, as well as a Life and Health Insurance license. I became a CERTIFIED FINANCIAL PLANNER™ professional in December of 2017 and received the Chartered Retirement Plans Specialist (CRPS®) designation in May of 2018. At Cincinnati Investment Advisors my primary focus is on growing our 401(k) practice. I believe that the workforce is in dire need of education on saving and retirement planning. With my background in education and my strong desire to help people I am committed to helping business owners and their employees understand the importance of saving for retirement. I am also committed to assisting young professionals navigate through all of the financial topics they may come across during their early years. I believe a solid foundation when it comes to money and savings can make a huge difference over a life time.
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