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My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

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Interests

I enjoy golfing, hiking, cooking, gardening, and most of all, my pets.

Community Participation

Humane Society of Indianapolis

Best Friends Animal Sactuary

Wheeler Mission

Areas of Focus

  • Employee Stock Options
  • Family Finances
  • Small Business
  • Estate Planning Strategies
  • Retirement Planning Strategies

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2 years - 2010 & 2011

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CEP®  Certified Estate Planner
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Education

  • Ball State University- B.S. Economics

My Videos

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My Photos Show Thumbnails

All of us waiting for the guests of honor to arrive - our clients!

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.