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
32
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
  • Estate Planning Strategies
  • Investments

Qualifications

  • CPA Certified Public Accountant
  • MBA- Master of Business Administration

Education

  • BA-Business Administration, Hanover College, Hanover, IN
  • MBA-Masters of Business Administration, Xavier University, Cincinnati, OH

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2024
  • Highfield & Associates, Ameriprise Client Experience Award, 2021

Community participation

  • Board of Directors - Indianapolis Chamber Orchestra, http://www.icomusic.org/index.htm
  • Volunteer - Damien Center
  • Volunteer - Landmark Education
  • Board of Directors - Motus Dance Theatre, https://motusdance.com/

Interests

The arts and culture are an ongoing passion for me. I have been on the board and chair of a local dance non-profit and currently completing my third and final year as board chair of our chamber orchestra!

During my down time I love to tend my large gardens and spend time with my family.

I am passionate about animals and their welfare and support many causes that work to improve their lives.