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

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Insurance
  • Business Retirement Plans
  • Tax Planning Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Earlham College - Bachelor's of Arts

Interests

Three teenage children and their activities keep us busy. Baseball, tennis, volleyball, marching band, and drumline consume our evenings and weekends, and we love it.

Community participation

  • Past President - Decatur County Family YMCA
  • Proud member of the Greensburg Breakfast Optimist Club

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • Greensburg Breakfast Optimist Club

Previous experience

  • Hilliard Lyons - Financial Consultant and Stock Broker, 11 years