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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Women's Financial Strategies
  • Divorce Financial Planning
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CDFA® Certified Divorce Financial Analyst®
  • APMA™ Accredited Portfolio Management Advisor™
  • MBA, Master of Business Administration

Education

  • Western Governors University, Millcreek, UT - MBA 2013
  • Ball State University, Muncie, IN - BA 2002

Previous experience

  • Financial Planner, Wise Financial, Indianapolis, IN, 2020-2021
  • Financial Advisor, Strategic Wealth Designers, Indianapolis, IN, 2019-2020
  • Financial Advisor, Raymond James Financial, Indianapolis, IN, 2018-2020
  • Portfolio Manager, Charles Schwab, Indianapolis, IN, 2014-2018
  • Marketing Associate, Sysco, Indianapolis, IN, 1996-2013

Professional Alliances

Impact Financial Group has professional alliances with the Impact Connections Virtual Family Office, Jeffrey McKee a Certified Public Accountant with McKee & Gunderson, Joseph R. Stark a Certified Public Accountant with R. Joseph Stark, Jr.

Impact Financial Group works with each alliance through a comprehensive financial planning approach that helps our mutual clients to face their financial future with more confidence.

For more information on:

Impact Connections Virtual Family Office, visit ImpactVFO.com

McKee & Gunderson, visit indycpas.com

R. Joseph Stark, Jr., visit joestarkcpa.com

Ameriprise Financial and its representatives do not provide tax or legal advice. Clients should consult with their tax advisor or attorney regarding specific tax issues. McKee& Gunderson and R. Joseph Stark are not endorsed by nor affiliated with Ameriprise Financial. McKee & Gunderson, R. Joseph Stark are not under the supervision of Ameriprise Financial. McKee & Gunderson and R. Joseph Stark are not a broker-dealer or investment advisory firm. Ameriprise Financial Services, Inc. Member FINRA and SIPC.

Interests

  • I have a love for traveling and I hope to see more places in the future!
  • I love animals, I have 4 dogs and 3 cats. They are my world!
  • In my free time, I enjoy going to yoga, spin, and Pilates classes.