picture of a planner

Here to act in your best interests

About me

Assisting clients in achieving their lifelong goals is incredibly rewarding. Outside of work, I spend time with family, stay active and take care of our home.


Certified Fund Specialist®


Bachelor of Science, Agricultural Economics/Economics - Purdue University

Visit one of our Locations

Indianapolis I - Indianapolis

8555 River Road

Suite 350

Indianapolis, IN 46240

Indianapolis II - Greenwood

1499 Windhorst Way

Suite 210

Greenwood, IN 46143


9960 Corporate Campus Drive

Suite 1200

Louisville, KY 40223

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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