Advisor profile


Planning with Purpose

My approach is built on empathy, education, and practical solutions tailored to your unique goals. I take the time to listen, learn, and design a plan that gives you the clarity and confidence you deserve. Because your financial journey isn’t just about where you’re going—it’s about enjoying the ride along the way.

13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Women's Financial Strategies
  • Divorce Financial Planning

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CDFA® Certified Divorce Financial Analyst

Education

  • Bachelor of Science, Business Administration Major, University of Southern Indiana 1993

Awards & recognition

  • Ameriprise Client Experience Award, 2023 - 2024

Professional associations

  • WE (Women's Empowerment Network)
  • ANEW A Network of Evansville Women
  • Evansville Regional Economic Partnership

Community participation

Interests

RV Travel (especially Nashville and Florida), Foodie especially with local mom and pop's, baseball, hockey, being outdoors.