Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Charitable Giving
  • Investments
  • Women's Financial Strategies
  • Insurance
  • Tax Planning Strategies

Education

  • Indiana University of South Bend 1983-1988

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2024

Professional associations

  • National Association of Professional Women

Community participation

We take pride in being involved with our local organizations, especially those based around community development.

Reins of Life, Inc.

Junior Achievement

Elkhart Jazz Festival

Interests

I am personally motivated and inspired every day by the stories I hear and the dreams that my clients share with me. I'm grateful to be doing what I love in the company of amazing people!

This business has allowed me to enjoy many of my hobbies such as gardening, boating, scuba, and traveling.

My photos

2 albums
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