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
  • Investment Management
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Saving for Education
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Small Business

Education

  • Indiana University Bloomington, BSB Finance

Interests

Activities that bring me joy:

- Spending quality time with my family

- Traveling to different places

- Discovering new plants to add to my collection

- Listening to live music

- Catching up with my friends from the Best Buddies Organization in Bloomington