Advisor profile

What you can expect when you work with me

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.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Insurance
  • Christian Financial Strategies
  • Family Finances
  • Cash Flow Management Strategies

Awards & recognition

  • Southern Indiana Advisors, Ameriprise Client Experience Award, 2024

Community participation

My daughters go to Holy Trinity Catholic School and I enjoy being able to serve as needed there. They are enjoying Girl Scouts and I help as an adult volunteer. We are members of St. Mary Church in Ireland and are active in the Welcome Weekend/CHRP community, helping others grow in their faith. I also serve on the Dubois County Community Foundation's Investment Committe.In the past I have served as Board President for Mentors for Youth and The Dubois County Estate Planning Council.

Interests

I love being a mother to my twin daughters and helping them to learn & grow. Our family recently started gathering "stamps" in our National Parks Passport books and look forward to adding more. You'll find me with my family most of the time, but I do love an occasional night out with my gal-pals. My husband and I love to play music together and enjoy a variety of music genres. We have two grown children, a granddaughter, and a new grandson, who live away, so finding fun ways to gather us all is high on the priority list.