Advisor profile


What you can expect when you work with me

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.

Get started
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Family Finances
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • University of Indianapolis, BS

Community participation

  • Supporter of various charitable organizations, including animal rescues and my children's schools
  • Volunteer and planning committee member for Brooke's Place Camp Healing Tree, a children's grief camp
  • Supporter of Gleaners Food Bank of Indiana, as well as other local food banks and pantries
  • Volunteer for local 4-H club

Interests

  • I enjoy spending time with my husband and two children.
  • I love arts and crafts, reading, travel, flower gardening and outdoor activities.
  • I love animals and we have shared our home with multiple animals over the years. We currently have a rescue dog.