Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Contact us

Areas of focus

  • Divorce Financial Planning
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Tax Planning Strategies
  • Small Business
  • Social Security Retirement Benefits
  • Investment Management
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Charitable Giving
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning

Community participation

Feeding families lunch at local childrens hospital
Feeding families lunch at local childrens hospital

We take pride in being involved with our local Carmel, IN community organizations including:

Gleaner's Food Bank of Indiana

Ronald McDonald House at Riley Children's Hospital

Toys for Tots

Crooked Creek Food Pantry

Sunrise on Old Meridian Nursing Facility

Divorce financial planning

The first professional most people think of when considering a divorce is an attorney. A financial advisor is typically not considered until after the divorce has been finalized, which can be a mistake due to the many financial complexities involved in a divorce. An industry-specific professional designation was created to address this need - the Certified Divorce Financial Analyst®. An intensive training program prepares a CDFA® to analyze and provide expertise on issues related to divorce finances. As CDFA®s, we help clients understand how their financial decisions today are going to impact their financial future.