Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Sign up for a complimentary initial consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Awards & recognition

  • Doodeman Muir Wealth Advisors, Ameriprise Client Experience Award, 2021

Community participation

  • 500 Festival
  • Central Indiana Humane Society
  • Gleaner's Food Bank