Being entrusted with the stewardship of my clients’ wealth management plans is an honor. It is also a responsibility that I take very seriously. Applying the knowledge, experience, and skills acquired and honed through many years of practice, enables me to help a select group of clients build, manage, and protect their wealth. My colleagues and I are here for our clients, helping them navigate life’s transitions – planned and unplanned, personal and business-related – allowing them to pursue joy, happiness, and purpose with greater confidence.
I received degrees in Economics and Mathematics from Indiana University and I am committed to advanced training and professional development. As a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), I have a broad range of core competencies including: financial, tax, and business planning; investment management; liability management; non-portfolio risk management; and estate and charitable giving strategies. I serve my advisory clients as a fiduciary. Every investment and wealth management recommendation is made solely in each client’s best interests.
I play a multi-faceted role in my clients’ lives. As a teacher, I strive to make complex financial issues easier to understand and act upon. As a therapist, I listen to understand each clients’ unique situation and help them balance their feelings and emotions about money with logic and reason. And as a counselor, I advocate for my clients’ financial best interests, providing advice that is independent, objective, unbiased, and cost-effective.