Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Intergenerational Planning
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • RICP® Retirement Income Certified Professional®

Education

  • B.A. in Mathematics with a Secondary Education Endorsement, Hanover College, Hanover, IN, 1997

Community participation

Cardinal Services, Inc. of Indiana-Board of Directors

Plymouth Trinity United Methodist Church-Finance Chair

Warsaw Noon Optimist-Member

Interests

When I am not in the office working with clients, I am spending time with my husband Jon, son William and daughter Addison. We enjoy being on the family farm and spending time in nature. My favorite season is summer, when we are outside taking bike rides, watching our children participate in activities, or just hanging out in the back yard as a family.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.