Advisor profile


My approach

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
  • Tax Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Insurance
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BS Bachelor of Science, Business, Indiana University, Bloomington, IN

Interests

*Family - My two college-aged daughters keep me in the know and on the go!

*Music - I enjoy collecting music memorabilia and attending live shows of varying artists and genres.

*Animals - I love volunteering at the Humane Society and meeting new furry friends.

Community participation

  • Volunteer-Child Advocates, Inc. /National CASA Association
  • Volunteer-Humane Society

Professional associations

  • Indiana University Alumni Association