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

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA, Education, Huntington University, Huntington, IN

Interests

  • Spending time with my family and dogs is my favorite activity.
  • My hobbies include reading and traveling.
  • I enjoy attending Jeep events.

Community participation

Active in my local church and serve on the church board.

I enjoy helping others wherever the need arises.

Previous experience

  • Boy Scouts of America, District Executive, 1995-2000; 2001-2002
  • Union County College Corner Joint School District, Teacher, 2000-2001