I have been working with Scheeler Financial since 2006, serving as Client Relationship Manager and Chief Operations Manager. I am Life and Health licensed and function as Director of Special Operations, coordinating technical projects and providing comprehensive client support for investments, insurance, rollovers, and transfers. Having worked in all areas of our practice, I specialize in providing the care and attention that each client deserves, combining my operational expertise with my passion for helping people navigate complex financial processes.
Born in Boston and raised in an Army family, I spent my school years moving across the United States and Europe, living everywhere from Arizona to Kansas, Germany to Belgium. I graduated with my BA in Latin from Mount St. Mary's College and earned my MSBA from Boston University Brussels.
My first career was with the US Military Intelligence community, working at NATO HQ and SHAPE HQ in Belgium before relocating to work at DIA and other locations in the DC Metropolitan area. This background gave me strong analytical skills and attention to detail that serve me well in financial services.
Rick and I were married in 1997 and currently reside in Mason, Ohio, with our five children. In 2018, we experienced the devastating loss of our daughter Mary, who had Down syndrome and was known for her joy and ability to make people feel loved. While this loss will be with us forever, we are committed to using our experience to help others and making a positive impact in our community through our strong Catholic faith.