
Let's put your plans in motion
Whether you're planning for retirement, saving for college, or simply looking to get a better handle on your finances, I’m here to be a resource for you every step of the way.
Helping you create a financial plan structured to encompass your core values
My goal as a financial advisor is to help you build a life that centers around your values and dreams using a holistic approach. I’m passionate about assisting clients and their families in gaining control of their financial future.
I’ll draw on my industry expertise to provide guidance in the areas of:
- Wealth and Investment Management
- Retirement Income Planning
- Insurance Solutions
- Education Funding
- Estate and Legacy Strategies
Answering the questions:
- What can I do with an old 401k?
- How much life insurance do I need?
- Should I have a ROTH IRA?
- When can I retire?
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Location
Greenwood Office
- Phone:
- 317-515-1376
Hours
M – F: 9 a.m. – 5 p.m.