I’m an Investment Adviser Representative and Registered representative of Commonwealth Financial Network®, a Registered Investment Adviser. I graduated from The Ohio State University with a bachelor’s degree in family resource management. The field of financial services has long appealed to me.
In my role, I conduct research and develop custom financial and investment plans for clients of Investment Partners, LTD, and I work closely with the advisers to create and monitor clients’ financial plans and investment portfolios. Although my job primarily is behind the scenes, I am always available to answer questions or provide guidance on any issue or concern a client may have.
I hold the FINRA Series 6, 7, and 63 securities registrations and currently am a candidate for the CERTIFIED FINANCIAL PLANNER™ certification.
My wife, Tracey, and I live in Powell with our son, Jack. Our other son, Josh, has already headed off to college to study electrical engineering.
Hockey is a big part of our family life. Jack has been on the ice since the age of 3, and I have coached his teams through the years. We both volunteer for the Columbus Blue Jackets Special Needs hockey team. I am also a volunteer board member for the team and help to guide the learn-to-skate program. We both look forward to our Saturday mornings getting to be a part of this great group of kids and their families.
I still think I’m young and play a couple of nights a week in the Columbus adult hockey leagues. I hope to play long enough to get a season in with Jack and me on the same team once he’s old enough.
If I’m not at the hockey rink, on the golf course, or perfecting my homemade pizza recipe, I often can be found with my family at the cabin we’re building in southeast Ohio. It’s a lot of hard physical labor, but it’s rewarding to get off the grid and enjoy the quiet and family time together without all the distractions in our lives these days. We have fun with a small archery range, target shooting, fishing, riding ATVs, and hiking the trails.
Client Relationship Specialist
A graduate of Miami University with a BA in public administration, I have 20 years of experience in the financial industry and hold the FINRA Series 7 and 66 securities registrations and the Financial Paraplanner Qualified ProfessionalTM designation.
I had what many might consider an unusual childhood: I’m an “Air Force brat.” My dad was career Air Force member and retired as a colonel. I spent most of my childhood in Germany and England and returned to the United States as a sophomore in high school in Georgia. My dad was transferred to Alaska during my senior year, and I had intended to attend Texas A&M. Texas was—and still is—home because both of my parents grew up there and my extended family all live there. However, the Air Force had another idea and reassigned my dad to Wright Patterson Air Force Base in Dayton. I wanted to be close to my family, so I went to Miami University instead.
I lived in Texas for a while, but when I had an opportunity to move back to Ohio, I decided to do that. My brother, sister, and mom all now live in Ohio, too.
I have always worked in what I call the “service industry.” I started out as a supervisor for a temporary services agency and then moved to the sales department of one of the largest caterers in Texas. My interest in the financial world was piqued when I served as a team leader for the American Funds / Capital Group in Texas, which I did for five years. That was followed by seven years supporting two advisors in Ohio who were market makers for small community bank stocks.
I’ve been with Investment Partners LTD since 2012, and I really enjoy interacting with our clients. It’s so rewarding to do what I can to help them.
Joe and I blended our families in 2005 and we live in Hilliard. He has a son, Justin, and daughter, Jenn. I have two sons, Cameron and Christian. We also have a very spoiled Cairn terrier named Willie.
Joe works in the construction industry, and Justin works with him while also attending Ohio State University. He’ll graduate this winter. Cameron is an engineer with Texas Instruments in Dallas—a nice place to visit during our cold winter months.
Jenn is pursuing a career in nursing after recently graduating from the University of South Carolina, and Joe and I are set to join the ranks of empty nesters this fall as Christian heads off for his freshman year at the University of Cincinnati. Go Bearcats!
Having our kids off on their own affords me more time to do some of my favorite things, such as cooking, gardening, and knitting—which has been a lot of fun. I have always enjoyed crafts and was looking for a “portable craft” when I stumbled upon knitting. I have made a ton of shawls, socks, blankets, hats, and more.
Although the kids are busy, we hope to continue to lure them back for weekends of boating on Lake Erie. We all make spending time onboard, a priority during the summer. We have a ball! Marinas are like neighborhoods and everyone is so glad to see each other after the cold winter months.
We also love to travel. Joe’s job makes it hard for him to leave town for extended periods of time, so we take a lot of short trips during the year. Arizona has become a family favorite because of all of the outdoor activities and hiking.
Client Relationship Specialist
A graduate of Ohio University with a bachelor’s degree in journalism, I was a newspaper reporter before deciding to stay at home with my two daughters. As an at-home mom, I worked as a freelance writer, assisted my dad with his tax accounting business, and volunteered for various school, church, social, and philanthropic organizations.
When my younger child trotted off to kindergarten in 2013, I decided to put my organizational and people skills to work by assisting clients at Frank Wealth Management Group, which merged with Investment Partners, LTD, in 2018.
I live in Powell with my husband, Doug, and those two daughters, who are now busy teenagers. One heads to college soon, so my family has been navigating the world of college applications and funding.
Doug and I enjoy listening to live music—particularly if it’s being performed by artists we got to know during Doug’s longtime stint on the board of Six String Concerts, a non-profit organization that brings national and international singer-songwriters to Columbus. We’ve even been known to invite our 40 or so closest friends to join us for the occasional house concert in our living room.
I continue to volunteer and also make time for reading anything from best sellers to biographies to cookbooks. I love to cook, especially with friends in a cooking club I joined nearly a decade ago. I was afforded a new cooking challenge in 2017 when my daughters announced they were both going vegan. They’re still committed to it, so I’m still figuring out how to make tofu and seitan taste good.