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.

Get started
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


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


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

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2023
  • Impact Financial Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024

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


  • 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.