Over the past few years, I have had the opportunity to work at various companies in the financial industry and I have been fortunate enough to have landed with a career in fee-only wealth management at Budros, Ruhlin & Roe in 2011. As I have evolved in the industry, one thing has been apparent – the lack of female advisors. I could never understand why, because the few women I had the opportunity to see work in financial services were exceptional and could really connect with clients in a special way. Because of my past experiences, I realized the more women we could get to work in this industry, the more people we could help. So for that reason, I co-founded our women’s initiative, BRR 4 Women.
I grew up in a small town in northwest Ohio and relocated to Columbus when I began my college career at The Ohio State University in 2004. As a child, I was fortunate enough to be raised by parents with equal gender values. Both of my parents worked and I spent a great deal of my childhood doing chores in the barn, playing sports, or rough-housing with my brother. I was raised to push myself and knew that I was never excluded from activities because I was female. I was brought up to know that my opportunities were limitless.
I am grateful to work for a company who provides a supportive environment for women. As a young girl, I was very confident, outspoken, and passionate about life. That side of me diminished as I grew older and tried to conform to society's expectations of women. Through many experiences and not until I joined Budros, Ruhlin & Roe, I came to the realization that I should begin to embrace my emotions and use my natural qualities to my advantage. As a female, I bring a different perspective to the table. Women have collaborative approaches, can easily empathize, take great interest in mentoring and nurturing, and possess extraordinary social skills. These characteristics add value to the businesses we lead by driving change – proven to improve financial results.
In my personal time, you can typically find me outdoors with my exceptionally supportive husband Todd, stepdaughter Grace, and our 95 pound hound-dog, Nixon. I dedicate a significant amount of personal time to fostering rescue dogs and fundraising for Cause for Paws Ohio. I am an active member of WELD Ohio (Women for Economic and Leadership Development) and I volunteer with The Women's Fund of Central Ohio. I am also a CFP®
Women’s Initiative (WIN) Advocate and a member of the Women's Initiative committee through NAPFA. I enjoy trying new activities, challenging myself, and trying to push myself out of my comfort zone to live life to the fullest.