Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
5
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

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