How we work

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance

Community participation

We also support programs at the NE Indiana Girls On The Run, Bishop Luers and Bishop Dwenger high schools, St. Mary's Soup kitchen, and United Way of Wells County.

  • Community Harvest Food Bank, Feeding America Partner
  • PBS Channel-39 Programming
  • Executive Women's Golf Association Sponsor
  • Wellspring Interfaith Social Services, Inc. Supporter
  • Fort Wayne Civic Theatre 2018-19 Season Sponsor
  • NE Indiana Public Radio WBOI