My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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25
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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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.