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Meet Our Team

An Experienced Team. A Boutique Experience.

Serenity Financial Planning brings you the knowledge of a team of industry professionals in a personal, comfortable environment. We utilize the resources of our broker dealer,  LPL Financial, which connects us to thousands of financial professionals around the country. As your dedicated financial advisors, the team at Serenity Financial is committed to utilizing the full strength and the resources available to help get you to your financial goals. With the support and resources of our team, and the personalized service available in our offices, we can give you confidence in your financial future. 

Learn More about LPL

We Are Women Serving Women

The team here at Serenity Financial Planning strives to communicate openly with every client and connect on a personal level so that we can better serve you. We’re dedicated to helping women like us pursue financial independence. We’ve seen firsthand the difference that a financial plan can make in a woman’s life, and we consider it our privilege to make that difference in our clients’ lives. We are experienced professionals, with the knowledge and understanding needed to help you feel confident in your finances and finally achieve a little serenity.

Additional Team Members

LPL provides me with the tools, technology, and support I need as an advisor to manage a successful practice. Backed by LPL's substantial resources, I can focus on what I do best, provide you with prudent financial guidance and advice as you plan your future.

Private Client Group

Private Cient Group assists in the unique needs of high-net-worth individuals and families, foundations and endowments, and institutional clients. With a deep background in advanced estate and financial planning, philanthropic planning and executive compensation arrangements, I provide financial planning through LPL Financial on a broad-range of planning concepts.

The Private Trust Company

The Private Trust Company N.A. (PTC) is an affiliate of LPL Financial. PTC manages trusts and family assets for high net worth clients and is licensed in all 50 states under its 1995 national banking charter to administer the trusts and implement the estate plans of affluent families. The bank does not engage in lending or deposit taking; it specializes solely in providing fiduciary solutions. As its primary mission, PTC provides trust services to clients of LPL Financial advisors as well as to local clients in Cleveland, Ohio, where it is headquartered. PTC is also the custodian of all of the LPL Financial IRA accounts.

Insurance Group

Building Solutions for Complex Cases
The Insurance Consulting Team partners with advisors to develop and implement strategies for affluent families and business owners looking to meet a variety of complex financial goals. Areas we have expertise in include:

  • Estate planning
  • B-Trust leverage
  • Asset and income maximization
  • Gifting strategies
  • Buy-sell funding
  • Executive bonus arrangements
  • Key person
  • Private Financing
  • Split dollar plans
  • Supplemental Retirement Plans
  • Non-qualified deferred compensation

The LPL Financial Research Team

LPL Financial Research works continuously to help Management interpret and adjust to the latest developments in the world’s capital markets. The team consists of seasoned and accomplished industry veterans, comprising one of the largest and most experienced research groups among independent brokerage firms.