5839 Chandler Ct.

Westerville, OH 43081

(614) 565-8691


Contact Us

As your Local & Virtual Advisor, there are a few ways to connect with us for questions or to set an appointment.
*All meetings are at no cost and no obligations

Make An Appointment

Get yourself on our schedule right from your computer or phone. Choose the type of appointment, length of appointment, and time you want to meet and we’ll be there.


Reach out to Shannon personally via email to coordinate schedules.

Call Us

If we are with a client and you are directed to our voicemail just leave your phone number and email and we will get right back with you.

View/Download E-Card

View/Download my E-Card right to your phone or computer and schedule directly.

Stop by the office

Office Hours by appointment only

Connect With Us