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

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Small Business
  • Employee Stock Options
31
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
  • CEP® Certified Estate Planner™

Education

  • Ball State University- B.S. Economics

Interests

I enjoy golfing, hiking, cooking, gardening, and most of all, my pets.

Community participation

Sedona Community Center, Volunteer. http://sccsedona.org/

Humane Society of Indianapolis

Best Friends Animal Sanctuary

Wheeler Mission

Awards & recognition

  • Five Star Wealth Manager, 2012-2016