P: (440) 238-4767
For the last 16 years, I have assisted clients with all aspects of their financial planning - from wealth accumulation to wealth distribution. I provide financial services tailored to each investors’ specific needs and help them navigate through changing financial goals. Offering financial advice such as wealth accumulation, education/college funding, life/disability insurance and retirement planning allows me to take a holistic view of my client’s financial needs.
Before becoming a financial advisor, I joined the U.S. Navy as an enlisted seaman right out of high school. After my service to my country, I attended the Ohio School of Broadcasting and spent time as a Cleveland DJ. I wrote and produced commercials with a local radio station as well.
I started my career as a claims adjuster/appraiser for automobile and property claims. I left the company to open my own independent business representing insurance companies. Running my own company made me realize the need for financial guidance and planning, so I decided to make a career change to help others navigate through financial decisions.
I started my financial services career at Merrill Lynch and have also worked for Fifth Third Securities. In 2016, I came to LPL and eventually opened my own branch office. As a financial advisor, I focus on my client’s needs and objectives and build strong client relationships. Working closely with my clients, I help them create financial plans to last a lifetime. We work together to make adjustments due to changes in financial objectives, life changes or to reach short-term goals.
A lifetime resident of the Cleveland area, I currently live in Avon Lake. I spend my free time restoring homes and turning them into short-term rentals for Airbnb and VRBO. During the summer months, I enjoy riding my Harleys, as well as jet skiing and traveling around the country. I have five children: Bobby (high school teacher), Michael, Matthew, Molly (all college students) and Meghan (graduating high school this year).
I look forward to helping you with your financial goals.
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P: (440) ADVISOR
I bring over 25 years of experience in the financial services industry to my role as an LPL Registered Sales Assistant. Having started my career as a Client Service Associate at A.G. Edwards in 1994, I changed career paths following the birth of my son in 2001 and accepted a position as a Re-Org Specialist in the Operations division of McDonald Investments.
Seeking more client interaction, I later transitioned back to a front-office role at UBS Financial Services. In 2011, I received my Series 7 license held with LPL to better service my client’s needs and provide additional value to the team of financial advisors I support.
A lifelong resident of the Cleveland area, I currently live in Avon Lake with my husband of 20 years, Bill Rooney. We have one son, Charles, who attends Xavier University and a 3-year-old black lab named Francesca. I’m also passionate about volunteering and I stay incredibly involved with the Red Cross by hosting blood drives from my home and other Northeast Ohio locations. Overall, I enjoy spending time with my family, taking long walks and traveling.