We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
Career Highlights & Industry Expertise
- More than 30 years of financial services industry experience
- Joined Old National Investments in 2005
- Associate degree in applied science-finance
I enjoy being actively involved in my community, especially with Old National’s Associate & Community Engagement (ACE) Team, Habitat for Humanity Secure Futures, and my church. In my spare time, I like to work out (weightlifting and CrossFit), garden and cook.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today. To set up an appointment or for general service and support, please contact me or the Investment Strategies Team.
To set up an appointment or for general service and support, feel free to reach out to Wealth Sales Assistant, Maribeth Brown or Sam Gourley, at the same phone or email address.