Missy started her career in finance in 1994 with Star Bank (now US Bank) in Columbus, Ohio, where she worked as a bank teller in high school and college. She excelled quickly and served in numerous positions at the bank including personal banker, district investment & training coordinator, and ultimately branch manager. Her various roles at the bank provided a well-rounded background and a strong understanding of financial products and services. Upon graduation from Wright State University in 2000, Missy obtained her investment licenses and was recruited by Tim in 2004 to join the investment and insurance group as his Registered Sales Assistant. From that role 20 years ago, she has become a full partner in the practice and an integral part of the financial planning process for clients.
When Missy is not helping clients develop their comprehensive financial plans, you can find her and her family boating on one of Ohio’s local lakes, or cheering her sons in soccer & basketball.