Financial Planning Associate

As a Financial Planner, I specialize in the development of recommendations for clients from all walks of life regardless of situation. Whether it’s a young couple beginning their financial journey or professionals preparing for retirement, my responsibility is to always provide advice that is truly in the best interest of the clients I have the privilege of working with.

For so long, people have always thought that financial advisors were only for households with high net worths, but I believe that everyone should have the opportunity to work with a financial advisor so they can maximize their potential & achieve the goals they have set for themselves. The greatest joy I have working in this industry is seeing clients who are able to achieve the goals they have for themselves.

Outside of the office, going to music festivals around the country with friends & attending IU football & basketball games. I’m also proud to admit that I am a basketball nerd in every sense & I’m always happy to discuss with anyone.