I believe everyone can achieve financial freedom, so I partner with experienced investors with complex financial strategies to the young professionals just starting out. Seeing my clients reach their financial goals excites me and fulfills my desire to help people. Our branch team is passionate about the Greater Lafayette community, and I am blessed to have opened my office in my hometown, working with families that I have come to love as my own.

My primary goal is to help individual investors and businesses develop an investment strategy geared toward their unique, long-term goals. Whether your goals include preparing for or living in retirement, paying for education, reducing taxes, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.

As a Purdue University grad, I hold a bachelor’s degree in financial counseling and planning. In April 2020, I earned my Chartered Retirement Plans Specialist, (CRPS®) designation to help me provide the highest level of service and knowledge to businesses starting or offering existing retirement plans.

Outside of the office, I pursue many volunteer activities, including:
- Greater Lafayette Rotary Club, Founder and Co-Chair
- Tippy Connect Young Professionals
- Alzheimer's Association Regional Coordinator
- Greater Lafayette Commerce Ambassador
- Dress For Success Advisory Board

On a personal note, my husband, Miles, and I both grew up in Lafayette. He currently teaches business and technology courses at Harrison High School and is the Assistant Varsity Boys Soccer coach. We have three children ages 4, 2 and 9 months. We spend most of our time with family or playing/watching sports. Boiler Up!

Making financial decisions can be difficult and filled with trade-offs, so use me as a resource to help you prioritize your goals and develop a strategy for success. Contact me for a review so I can better understand what is most important to you.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Volleyball
  • Spending Time with Family
  • Community Outreach
  • Personal Fitness
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 05:30PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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