Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Christian Financial Strategies
  • Family Finances
  • Investment Management
21
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
  • MBA
  • APMA® Accredited Portfolio Management Advisor℠

Education

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

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.

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.

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.