Curriculum Vitae
Designation
- Licensed to use CFP® and Certified Financial Planner™ designations by the Certified Financial Planner™ Board of Standards, and CDFA™ and Certified Divorce Financial Analyst by the Institute for Divorce Financial Analysts
- Registered with the State of Ohio Division of Securities as an Investment Advisor
Member
- Financial Planning Association
- Past President and Chairman of the Board of the Miami Valley Society of the ICFP, now merged into the FPA
- Institute for Divorce Financial Analysts
- International Academy of Collaborative Professionals
- Cincinnati Academy of Collaborative Professionals
- Cincinnati Bar Association: Affiliate Member
- St. Xavier High School Women's Club
Education/Training
- Completed interdisciplinary trainings in Collaborative Law and Collaborative Divorce at introductory, intermediate and advanced levels.
- Completed Divorce Mediation Training, March 1999
- Completed Certification Training from Institute of Certified Divorce Planners, September, 1998 (now Institute of Divorce Financial Analysts)
- Graduate of the College for Financial Planning, March 1990
- MBA, Case Western Reserve University, January 1982
- BA Economics, Miami University, March, 1976
Work Experience
- Commercial Banking Asst. Vice President and Cash Management Officer for National City Bank, Cleveland and Cincinnati, 1976-1984
- Financial Planning Assistant at Wealth Planning Corp., Springdale, 1991 to 1992
- Adjunct Professor Raymond Walters College, Cincinnati, 1998
- Sole Practitioner in Financial Planning, 1990