I believe building wealth and protecting wealth are goals we all want to achieve no matter what means we start from. I come from a hard working family that instilled in me a desire to achieve and a commitment to help others. Every day I apply this discipline to not only clients, but also friends, family and community.

As I consider taking on a new client, there are a few signals I'm listening for in our initial conversation. Consider the following: Most of the clients I work with are looking not only for investment guidance, but also for a place to consolidate accounts and simplify their financial lives. Through this process, we partner with you to identify what's most important to you, what risks might derail you from meeting those goals and how might we protect your assets from those risks. Our approach often involves working with a CPA and estate planning attorney so that you are able to plan for and enjoy a comfortable lifestyle while also establishing a legacy for those that are most important to you.

Our discussions will include not only personal finance, but business interests, inheritance, education goals and charitable gifting. If you are willing to invest the time with us on the front end to consolidate and organize your assets, establish meaningful financial goals and work together to protect those goals, we will invest the time and work to simplify what can sometimes seem like an overwhelming task.

At the end of the day, my hope is to simplify your financial life so that you can spend more time doing the things you love with the people you love.

What's important to me? I am passionate about helping my clients make good choices, and I volunteer time to new financial advisors so that our firm can reach more families in our community. Currently I serve on the board of Communities in Schools of Clark County and volunteer as a member of Tri Kappa Jeffersonville. My husband, Devon, and I are proud to call the Ohio River in southern IN our home.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Charitable Giving

My Personal Interests

  • Community Outreach
  • Animal Rescue
  • Photography
  • Reading
  • Gardening

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

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