Life’s purpose includes serving others
Lily believes it is her purpose in life to use her talents to serve others – and, to leave the world better than we found it. From early on, she has seen how preparing for the future can relieve stress and provide stability. She wants to help each client establish a plan that will make them feel confident and hopeful for the future. A well-thought plan, she deems, makes for an exciting, important and approachable step. Not a daunting one.
Education
A graduate of Bowling Green State University where she majored in finance and graduated magna cum
laude, Lily completed the financial planning concentration that is officially registered with the Certified Financial Planner (CFP®) Board of Standards. During her time as a student, she was actively involved with H2O Church.
Registrations
Securities Registered in OH
Securities Registration: Series 7, 66
Life and Health Insurance License: MI, OH, PA
Personal
Lily enjoys spending time with family and friends, especially watching her beloved Cincinnati Bengals and BGSU Falcon hockey. She is a member of Dayspring Church where she serves as a youth group leader. Lily also enjoys reading, running, and traveling.
