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I have dedicated myself to working with individuals. My clients look to me to help them simplify their financial lives. I have over 19 years of industry experience. I began my career in in 2005 with American Funds where I was an investment wholesaler and wealth specialist working with financial advisors when I discovered my passion for helping people with all of their complex financial needs. After joining OneIndiana Financial Group in January 2022, I have been able to help clients think through a variety financial decisions including personal finance, retirement planning, education funding, insurance protection, tax-efficient planning, investment management, estate preservation planning, and long-term care protection—which are all individually complex and collectively can present a real challenge for people. No single strategy fits everyone, so every client gets my undivided attention—from planning to execution to follow-up. I hold licenses including Life and Health Insurance license, FINRA Series 6, 63, 65, and 7. I take a proactive approach to helping develop a strategy to address financial goals and objectives, using evidence-based, efficient methods. I look forward to helping others establish solid financial futures. When I'm not working, I love spending time with family and friends, working out, cooking, boating, concerts, and spending time at the beach soaking up the sun.
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