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
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Small Business
  • Insurance

Qualifications

  • Series 7
  • Series 66

Education

  • B.S. in Accounting from Indiana Institute of Technology. 2010

Awards & recognition

  • Paladin Legacy Advisory Group, Ameriprise Client Experience Award, 2022

Professional associations

  • National Association of Tax Professionals

Previous experience

  • Mixer/Pellet Die Operator/Utility at Hubbard Feeds Inc., Shipshewana, IN, March 2003 to Feb 2017
  • Local Coordinator & ERO for TCE/VITA site, Kendallville, IN, 2007 to 2012
  • Tax Advisor I, HR Block, Ligonier, IN, Nov 2007 to April 2009
  • Enrolled Agent: Licensed to practice before the IRS in all Tax Matters, 2015 to Present
  • Owner of Case Family "Taxes", 2013 to Present

Community participation

  • Avilla Chamber of Commerce
  • Restore Mainstreet Avilla

Interests

Theology

Bible