Experience Makes all the difference

Over the past 29 years, Eileen has successfully helped clients manage their wealth throughout good times and bad. She provides investors with sound investment strategies that address their unique needs. Eileen begins the process by understanding her client's needs and risk tolerance, then develops the appropriate plan and executes strategies to build and protect your financial securities. She focuses on wealth accumulation strategies, retirement cash flow planning and wealth preservation strategies. She also serves as the Branch Manager of the Canton, Ohio office.

Education

  • John Carroll University, Bachelors of Science Business Adminstration Degree in Marketing

Licenses

  • Series 7, 8, 24, 53, 63 and 65
  • Life and Health Insurance in Ohio

Personal & Community

  • Member of the Board of Director's for North Canton Medical Foundation
  • Chair of the Finance and Investment Committee for North Canton Medical Foundation
  • Member of the Aultman Hospital Women's Board
  • Finance Committee at St. Michael the Archangel Church and the Canton YWCA
  • Eileen and her husband Tom have two daughters, Meredith and Meghan

Registered States:

CA, CO, DC, FL, GA, IL, MA, MD, ME, MI, NY, OH, PA, TX, WA