Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Taylor University, Upland, IN. Bachelor of Arts in Psychology

Interests

  • I married my best friend, Kyle, in July of 2017
  • My core values are autonomy, family, helping others, integrity and wealth
  • I am an animal lover and proud rescue mom to our Border Collie Mix Kona and cat Bean
  • I love traveling - I spent two months living in Ukraine
  • I have a creative side, can be very crafty and absolutely love cooking and baking

Community participation