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.
“My team and I enjoy forging lasting and committed relationships with clients, assisting them to discover and pursue their financial goals and dreams throughout their lives. Whether working towards retirement, achieving savings goals, or taking steps to create and protect a legacy for loved ones, I have always cared about the relationships that I develop with people, which create lasting connections and feelings of confidence.”
Career Highlights & Industry Expertise
- Over 30 years of financial services industry experience
- Joined Old National Investments in 2017
I’m actively involved with my local Chamber of Commerce, formerly serving as a board member, and continue to serve on various event committees. Outside of work, I enjoy spending time with my family, perennial gardening and various other outdoor projects and activities.
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.