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

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Small Business
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Family Finances
  • Women's Financial Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of South Florida Tampa, FL

Interests

  • I have been married to my wonderful husband Dustin since 2004 and we have been blessed with two kids that are growing up far too quickly.
  • Spending time with my family is very important to me, whether we are out and about or just spending time at home. Our kids are very active in extracurriculars, so that keeps us on the go.
  • I love to read when time allows, and will take a suggestion if you have one.
  • Seeing new places is always enjoyable- travel is something we love to do.
  • I enjoy outside activities, and run when I can. I also enjoy early mornings at the gym.
  • Volunteering and giving back is very important to me.

Community participation

  • I volunteer at our church with the elementary school kids program, and at the schools when I am able.
  • Helping with whatever extracurricular activities my kids enjoy throughout various seasons is important to me.
  • I have been a part of the Leadership Academy within our School Corporation.
  • I enjoy volunteering with Gleaner's, as well as working with Hope Center Indy.