Advisor profile


Welcome to Our Family

I am a financial advisor with strong roots in our local community and a managing partner of Ricke Financial Advisory Group. After graduating from the Indiana University Kelly School of Business in Marketing, I moved back home and joined the family business that my father started in 1972. For many years, we have helped individuals, families, and businesses protect, preserve, and grow their wealth. I am a strong believer that a well-rounded approach is integral in creating an effective financial plan and family wealth.

What drives me every day are two things: gratitude for the opportunities I have to help others and the love and concern I have for all including my family, clients, and colleagues. My favorite part of my job is helping others - whether it is helping parents prepare to send their child to college, making sure retirees have enough spendable income in later life, or helping a client with the loss of a loved one - it is helping others achieve a better life that means the most.

I believe that with the right strategy, ambitious professionals, family leaders, and business owners can create generational wealth and security for years to come. I pledge to thoroughly treat you like family so that you can take care of yours. Adequate planning takes time, consideration, and knowledge. It would be my pleasure to listen to you, educate you, and help you achieve the future you desire.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Women's Financial Strategies
  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans

Education

  • Indiana University, Kelly School of Business, 1997

Awards & recognition

  • Million Dollar Round Table, Court of the Table, 2023

Previous experience

  • Ricke & Associates, Insurance and Financial Services, Marketing Director, 20 years
  • Ricke & Associates, Insurance and Financial Services, Investment Specialist, 5 years

Community participation

Interests

I love spending time with family, learning new things, drinking fine wine, good conversation, traveling, exploring, relaxing on the beach, running, home improvement projects, reading motivational books, and laughing with those I love.