DivorceNet

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
St. Xavier High School Women’s Club

Education/Training

Completed Interdisciplinary Training in Collaborative
Law and Collaborative Divorce, January 2001 and
November 2002
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