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 Dave Ramsey class at my local church, I realized that “something” was the opportunity to serve others and make a difference. I began teaching Financial Peace University and felt joy helping others to find Financial Peace. 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 securities licenses (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.
Click HERE to schedule and appointment and learn more about how I can assist with your financial and investment goals.