Hi there! I co-founded Bolt Financial Group after extensive experience in marketing and account management across industries including the Financial Industry, and extending into Healthcare, Sports, Entertainment, Telecommunication and Advertising.
A Series 65 licensed advisor, I am also a Certified Project Management Professional. I Graduated from The University of Toledo as a student athlete summa cum laude in Marketing and Management. My passion lies in building strong relationships and experiences. I'm successful when clients have greater peace of mind about their finances, making intentional financial decisions consistent with their goals.
Married to a D1 College Football Coach and Mother to baby Luca, I understand the challenges that come with managing and balancing family, home and financial affairs. Experienced in handling the unique planning needs of the football coaching industry, I enjoy providing clarity in a strategy to plan for all of life's unexpected turns.
I've created opportunities both personally and professionally to be a part of what I term ‘championship caliber teams’. You will find that same mentality at Bolt Financial Group.