MIAMI VALLEY FINANCIAL PARTNERS - Key Persons
I am a lifelong Ohio resident, I enjoy spending time with my family (wife Marissa, Daughters Alex, Bri and kittens Gracie and Mav) and absolutely love golfing. I believe in supporting the community I live in and spend time trying to give back, I am a past president of the Rotary Club of Miamisburg, current President of the Miamisburg Merchants Association, and a member of the Board of Girls on The Run Dayton.
I have 22 years of experience in the Financial Services industry and firmly believe that the key to helping our clients live their best financial life is to show them how much we care. In my opinion, clients don't care how much you know until they know how much you care. I currently hold Series 6,7, and 66 securities registrations and I am an Investment Advisor Representative. I am also licensed to offer Life and Health insurance in FL, IN, KY, MI, NC, NY, OH, RI, SC and VA. I am licensed to offer Life insurance in AZ and PA. I am licensed to offer securities in CO, DC,FL, GA, IL, IN, KY, MI, NJ, NY, NC, OH, PA, SC, and VA.
Lisa is originally from Michigan. A work move for her husband brought her family to Ohio in 2003. In her spare time she enjoys reading, gardening, cooking, visiting her grandson in Texas and watching Detroit Red Wing hockey.
Lisa currently hold a Life and Health license in Ohio. Her main focus is working in Customer Service for both our health and life clients.
I am a graduate of Miami University where I studied Economics and Finance. Outside the financial world, I enjoy the outdoors with friends and family in an array of activities, whether it's golfing, hunting, or a friendly (competitive) game of pickleball. Community involvement is crucial to me, I proudly contribute to the Miamisburg Rotary Club, I believe in active participation and giving back to the community.
I am just beginning my career in the Financial Services industry; however, I have gained invaluable experience from my 2 years of interning at Miami Valley Financial Partners prior to graduating. I have learned the no two financial situations are alike. This insight allows for personalized financial plans tailored to individual needs. Miami Valley Financial Partners prides itself on going above and beyond to show our clients how much we care about their financial well-being. I currently hold a Series 7 securities registration.