Financial security has always been important to me, and I am driven by helping others not only feel secure but create a financial impact that allows them to live their best life and build a legacy for others. I believe building and protecting wealth requires a disciplined approach to saving and investing but is something we all can achieve no matter what means we start from. I come from a hard-working family that instilled in me a strong work ethic and a commitment to help others and I apply this daily to my clients, friends, family and community.

As I consider working with a client, there are key signals I'm listening for. Most 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 our process, my team and I partner with you to tie your savings and investments to the goals that are important to you. We identify what risks might derail you from meeting those goals. We discuss whether protecting these goals is important to you, and if so, we provide protection strategies. Our approach often involves working with a tax professional and estate planning attorney so that your assets provide the lifestyle you desire and the legacy you imagine for those that you leave behind.

Our discussions will include personal finance, business interests, inheritance, education goals and charitable gifting. If you will invest the time on the front end to consolidate and organize your assets through our goals based process, we will work hard to simplify your financial life, so you can focus your energy on what's important to you. Mary Jo, Phyllis and I are here to be your financial services team and partner with you through all of life's changes.

Personally, I am passionate about helping individuals make good financial choices. I currently lead a region of over 80 advisors and their branch team members throughout Southern Indiana and Louisville that are working hard to impact more families in more communities. In 2023, I was honored to become a general partner with Edward Jones. Locally, I serve on the board of YouthLink Southern Indiana and volunteer as a member of Tri Kappa Jeffersonville. My husband, Devon, and I are proud to call southern Indiana our home.