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My Approach

I provide sound financial advice to help my clients achieve financial independence. My clients appreciate a thorough, honest approach to managing their hard-earned money. Working together, we can develop a realistic, effective financial plan to help you feel secure, informed and in control on the road to financial freedom.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

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Interests

  • Reading
  • Exercising
  • Time with friends and family
  • Motorcycle rides with my husband

Community Participation

  • Praise Lutheran Church - SCRIP Coordinator
  • Praise Lutheran Church - Youth Board Member
  • YWCA - Finance Committee
  • American Red Cross - Blood and Pheresis Donor

Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies

Experience

Qualifications

  • AAMS®  Accredited Asset Management SpecialistSM
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Education

  • Indiana Tech BS in Business Administration Management