Board membership affiliations

• Founding members of the Ohio chapter of The National Association of Securities Professionals (NASP)
• Board member for Kindway
• Member of the Board of Trustees for The American College of Financial Services
• Executive Sponsor of FARE  (Financial Alliance for Racial Equity)

Personal awards/recognition

• Diversity First - Top 20 Multicultural Leader Award, 2021
• Ohio Diversity & Leadership Conference – Leadership Excellence Award, 2021
• Nationwide Corporate Connections – Executive of the Year Award, 2021
• Savvy Ladies Changemaker award, 2022
• Think Advisor Luminaries for Diversity, Equity & Inclusion, 2022
• The American College of Financial Services: Lang Dixon Award, 2022

Nationwide Retirement Institute Awards

• FARE
  • Received Wealth Management Diversity Equity & Inclusion Award, 2021
  • Received Investment News Diversity Champion Award, May 2022
  • Finalist for Think Advisor “Luminaries” Award, 2022
• Wealth Management Awards: Diversity, Equity and Inclusion Nationwide Financial Nationwide Retirement Institute Diverse Markets Initiative, 2022
• NCOA: Nationwide received the Trailblazer in Aging Award, 2022

Speaking engagement topics (expertise)

• Diverse Markets Research
• Women & Retirement
• FARE (Financial Alliance for Racial Equity)
• Financial Planning and Retirement Preparedness
• Health & Wealth
• Nationwide Financial Apprenticeship Program