Advisor profile


Our Approach

We take great satisfaction in helping guide our clients toward the freedom that financial strength and contentment can bring. As Christian financial advisors with deeply held values and beliefs, our work and desire to serve our clients is rooted in the timeless wisdom found in Biblical principles.

Over the past 25 years we have worked with and helped people just like you gain clarity, confidence and understanding of their finances.

Here’s how we do it:

Connect - Schedule an appointment

Collaborate - We will collectively look at your situation

Carry-out - Together we will develop a plan to help you get you where you want to go

Transparency is a key value of ours. It is important for you to understand how we are compensated.

If you are unsure of what next steps to take, let’s find a time to discuss your situation.

Schedule an appointment today, call 260-485-0403.

  1. Ameriprise Financial provides financial services without regard to religious affiliations or cultural background.

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts, Communication, The Ohio State University, 2013

Awards & recognition

  • Embassy Wealth Advisors, Ameriprise Client Experience Award, 2022,2023,2024