Over 30 years ago, I started an internship with a company called Northwestern Mutual while attending college at Ball State. I soon realized I had found my calling in life. I loved the work because I enjoy serving people and helping them sort through complex issues. I don’t think people should be stressed out about money and I find it rewarding to be able to help take the anxiety out of financial planning. I understand numbers, but I understand people even more – which has allowed me to build financial plans that are deeply personal to each person and are based on important things like beliefs, values, vision and goals for the future.

Today, I work with a team of people that are uniquely gifted to uplift and serve our clients in ways that I couldn’t on my own. Our practice walks alongside our clients throughout their lives, holds them accountable to their goals and helps them adjust their plan as big life events happen. We are life partners, coaches and friends. We want each person to look back – at the end of their lives – and agree that hiring us was one of the best decisions that they’ve ever made about their financial security.

Firm Description

We uplift and serve our clients by creating a collaborative financial security plan that supports every step of their life’s journey.

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