I knew early in life that I loved numbers and solving problems. I started my career in public and private accounting as a CPA, but always felt something was missing. After taking a financial education class at my local church, I realized that “something” was the opportunity to serve others and make a difference. I began teaching the class and found joy helping others. A career as a Financial Planner allows me to use my love of numbers, problem solve and serve others.
I graduated from Indiana University School of Business where I majored in accounting. I currently hold the series 7 and 66 registrations (held through LPL Financial) as well as the Indiana life and health insurance licenses. As a CERTIFIED FINANCIAL PLANNER® practitioner, I have additional education and experience preparing comprehensive Financial Plans and I am required to follow the Code of Ethics. I am committed to always putting the clients’ best interest first in the financial and investment plans I deliver.
I am married to the love of my life, Mike and we have three daughters, Britain, Isabel, and Abigail. I enjoy all things health and wellness, being outdoors, traveling, and trying new restaurants.
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