INTRODUCTION/GENERAL COMMENTS/PERSONALS GOALS FOR INVOLVEMENT IN COLLABORATIVE FAMILY LAW CASES:
I strive to help families navigate through the difficult process with ending a marriage. My goal is to help educated clients to understand the financial impacts (short & long-term) to settlement options, and to empower them to make informed confident decisions.
FIELDS OF PROFESSIONAL PRACTICE:
Divorce planning, Financial planning, Asset management, Estate Planning, Insurance planning, and Income planning for retirees.
Series 7, 63, 65, and 24 license
Insurance license in the state of Ohio and Florida for Life and Health.
Certified Financial Planner
Certified Divorce Financial Analyst
The Ohio State University, B.S. in Family Financial Planning, with a minor in Economics
COLLABORATIVE PRACTICE GROUP MEMBERSHIPS:
Central Ohio Academy of Collaborative Divorce Professionals, January 2014
Member of the Financial Planning Association.
Member of the Institute for Divorce Financial Analysts
NatCity Investments: Financial Advisor June 1999- April 2009
Ameriprise Financial: Financial Advisor May 2009-April 2014
SeaCrest Wealth Management: Financial Advisor May 2014 - present
Environmental preservation, gardening, athletics (triathlete), and living a healthy lifestyle through nutrition and stress reduction.
COLLABORATIVE PRACTICE AND RELATED SKILLS TRAINING
Introductory Collaborative Interdisciplinary Team Training: 12/11/13 Amy Wirtz, 13 hours
Advanced Collaborative Skills: 09/11/2014, COACDP 4 hours
In the process of completing the 12 hours of mediation training in 2015