SELF-DIRECTED IRA EXPERT AND EDUCATOR

My story began early as a child of an avid entrepreneur and pioneer in the carwash and petroleum industries.  After graduating from Bowling Green State University with a degree in Communications, I expected to venture out into radio and television, but was drawn back to the family business.  My passion and aptitude for business development were in my DNA and soon I found myself co-founding a new business in the construction industry where I thrived for 18 years.

Unexpectedly, I got back into the workforce raising 3 daughters on my own.  My college degree and basically a “master’s” in real life and in small business, taught me what to do and what NOT to do. This experience became increasingly valuable.

Fast forward to the last 7 years I have developed an extensive career in the Self-Directed IRA industry as an investor, educational speaker, and specialist. I enjoy and thrive in my work forming relationships and connecting savvy investors.  My experience including a lot of hard work in growing a business, investing in real estate, and striving to build wealth is relatable.  I share the belief with a lot of my clients and colleagues, we just didn’t have practical financial education or sound advice.

For many investors, the retirement account is the wallet for saving money, leveraging a tax deduction, and growing wealth.  The problem is that the “set it and forget it” strategy is not what it is presented to be.  Losses are painful and rebounding can be even more difficult.

Now I can guide investors with a more objective approach to Self-Directed IRAs and alternative investments.  Experience is a teacher and a valuable resource I use in my work today.

• 25+ Years of business development and ownership
• 7+ Years of National investor education including asset sponsors, Self-Directed IRA Custodians, and individual investors
• Relationship builder resulting in millions of dollars invested and thousands of accounts opened

nvstIRA services are designed to accelerate the educational process for investors considering alternative investments and Self-Directed IRAs.  Working through your investment scenario with nvstIRA to help you make better decisions, potentially pay fewer taxes, and avoid mistakes that cost time and money to fix later.  

I live in Northeast Ohio where my adult children and grandson live. I am engaged to be married in Naples, FL where Ryan and I often visit to be with family. My extended family includes real estate investors in Lake Tahoe, California, Texas, Nevada, and Ohio.  My family and faith have continually been inspirational in my decisions to take risks and dream bigger.