I hope to be known for my caring nature. I strive to be easy to talk to, someone you can trust and who can help walk you through life's events. Whether you are just getting started with investing for your future or you are well on your way, I can develop personalized strategies to help you reach your financial goals. I will work with you to help ensure you stay on track, adjusting as needed, all while providing exceptional client service. I am committed to helping you succeed.

It's important to me that you understand where your money is going, how it is being invested and how that aligns with your risk tolerance and goals. Periods of transition are a good time to meet with a financial advisor. I can provide a complimentary review of your portfolio, options for your 401(k) or IRA with a previous employer, accounts that have not received much attention or other financial needs or questions you might have.

I also feel it is important to give back to the community. Some of my community involvement includes serving as a board member for Girls Inc. of Johnson County; committee member for Discover Downtown Franklin's Economic Vitality Committee; team leader for five Women Build projects for Habitat for Humanity of Johnson County; 2017 graduate of Leadership Johnson County and 2017 Dancing with the Johnson County Stars participant where I represented Human Services.

I reside in Bargersville with my husband, Chris, and daughter who attends IU Eskenazi School of Art. We enjoy traveling and having new experiences.

With the market volatility, you're sure to be facing a lot of stress. We're here for you – ready to listen, support and navigate this together. We have the experience to help guide you through the ups and downs. I look forward to the opportunity to partner with you on your life's journey. Contact us for an appointment today!

Focus areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Charitable Giving
  • Wealth Strategies
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Art & Theater
  • Movies & Entertainment

Office Information

Office Hours

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

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