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.

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

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Investments
  • Cash Flow Management Strategies
  • Small Business
  • Investment Management
  • Retirement Income Strategies

Education

  • Purdue University- Bachelor of Science in Finance 2023

Community participation

I am an active member in my community and enjoy serving those in need. We are always open to suggestions for new ways to give back to our community. Several of the on-going efforts listed below are organizations our clients are passionate about.

  • March 2024- Junior Achievement- Madison Elementary
  • Food Bank of Northern Indiana
  • Toys for Tots

My photos

2 albums
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