Financial Advisor
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I serve families and business owners in Fort Wayne and Boston with values-based financial strategies built on real connection. My family has called Northeastern Indiana home for most of my life. My husband, Brian, and I have been married for 28 years, and together we’ve raised two wonderful children, welcomed a son-in-law, and now enjoy the joy and energy of two grandsons.
We’re happiest outdoors — whether we’re camping, four-wheeling, dirt-bike riding with our kids, or heading out on our next travel adventure.
I’m passionate about helping people pursue their financial goals. I was raised by small business owners in a rural farming and manufacturing community. I understand the value of money and also the value of time with family. No matter your age or your starting point, it’s never too early — and never too late — to begin building your dream financial house.
- Thrivent Advisor since 2018
- Life and health insurance licenses
- RICP designation - Retirement Income Certified Professional is a specialized designation for financial advisors focusing on retirement income planning
- FINRA Series 66 Uniform Combined State Law Exam
- FINRA Series 7 General Securities Representative Exam
- Top of the Table - Million Dollar Round Table. MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct, and professional knowledge
- 3 Time Summit Conference Qualifier 2018, 2020, 2021. Summit Circle is the organization’s second-highest conference recognition level for sales and service.
- 2 Time Pinnacle Conference Qualifier 2022 and 2024. Pinnacle is the organization's highest conference recognition level for sales and service
Pinnacle Council and Summit Circle are sales recognition at Thrivent. Qualification based on prior year production. These recognitions do not evaluate the quality of services/advice provided to clients and are not indicative of the financial advisor or professional’s future performance.
Let us come along side you as you build your dream financial house. Our team works with accumulators, pre-retirees and retired clients who have done a good job saving but now need a retirement income plan. If you work at Nucor, Vulcraft, SDI or GM, come see us to learn more about your options during retirement (and before!)
Our team actively hosts clients during various events and educational workshops during all stages of life.The more you know, the better decisions you can make.
Educations workshops are foundational for our team. Contact us today to schedule a financial workshop for your group.
- Associates of Business Management, Indiana Wesleyan University
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Alabama
- California(Insurance Lic. #4522964)
- Connecticut
- Florida
- Illinois
- Indiana
- Iowa
- Kentucky
- Maine
- Massachusetts
- Michigan
- Missouri
- New Hampshire
- New Mexico
- North Dakota
- Ohio
- Pennsylvania
- Rhode Island
- South Carolina
- Vermont
- Virginia
- Wisconsin
Insights
Office location
Fort Wayne Location
3711 Rupp Drive Ste. 208
Fort Wayne, IN 46815
Phone260-450-5466HoursFort Wayne, IN 46815
M – T: 9 a.m. – 5 p.m.
Friday by appointment only
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations