My Qualifications

  • A fellow of "The Money Foundation", a collective not-for-profit think-tank of Independent Professionals in the investment fields.
  • An active member of the Worthington Estate Planning Council, and the Tax & Advisory Committee for the Catholic Foundation.
  • Was granted the rare designation of Certified Fund Specialist after completing a one-year course and passing a comprehensive exam from the Institute of Business and Finance, LaJolla, California.  This highly technical program requires her to adhere to a professional code of ethics and meet annual continuing education requirements to maintain her expertise and certification.
  • Registered Series 6, 7, 24, 26, 63 and 65.  Licensed State of Ohio Life, Health and Annuities.
  • Graduated from the University of Dayton, Dayton, Ohio, with a Bachelor of Science Degree in Business Administration.
  • Leisure activities include scuba diving, traveling, nature walks, watching sports, golf, tennis and softball.
  • Attend St. Joan of Arc Church of Powell, Ohio.  Active with the St. Vincent DePaul Society, Christ Child, Past Treasurer -Cum Christo of Columbus.