Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Small Business
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Tax Planning Strategies
  • Family Finances
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • ChSNC® Chartered Special Needs Consultant®
  • MBA

Education

  • Purdue University Calumet - B.S. Sociology
  • Indiana Wesleyan - MBA Financial Planning

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Community participation

With an undergraduate degree in social work, I've always had a passion for serving the community. I am fully immersed in Rotary International. I love the opportunity to volunteer locally and also have an impact globally. My involvement with the Jasper Newton Foundation has also been rewarding and I've served in various capacities there including as a charter member of a women's giving circle.

Interests

My husband and I are raising a houseful of boys. In this season of life, our fun is exploring state parks, enjoying the backyard pool, camping, or biking trails throughout Indiana and Illinois.

Some of my personal favorite passtimes are reading, playing the piano, and going to the movies.