Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
As a Christian, I often think about the parable of the bags of gold/talents in Matthew 25:14-30. My goal is to help people to be good stewards of their money, and to use their gifts for God's glory. I get the privilege of using my gift to help individuals and families at all stages of life by providing personalized financial guidance.
I routinely work with clients on several aspects of their financial journey:
- Asset allocations
- Retirement strategies
- Investment strategies
- Life insurance
- Extended care insurance
- Estate strategies
- Charitable strategies
- Wealth management
Have you asked yourself these questions?
As a fiduciary advisor, I help people feel less uncertain and become more confident in their answers:
- What can I do with an old 401k?
- How much life insurance do I need?
- When can I retire?
- Should I have a ROTH IRA?
- Is extended care insurance right for me?
- When should I start saving for college for my children?
Specialties: Small Business
In my previous career, I worked with businesses and individuals with obtaining their financial goals and creating solutions for their needs. I got an inside look into many businesses and organizations and built a deep appreciation for business owners and their hustle to make their business succeed.
As a business owner, I'm sure you have worked long and hard to get your business to where it is today. You are familiar with the unique rewards and challenges that come with owning your own business. That’s why it’s important to have financial strategies that cover the needs of your business and employees, as well as the needs of you and your family.
I can support you with an array of solutions to help grow your business. It looks different for every business and every business owner, but I can help you prepare for the unexpected, protect your assets, and secure the future of your business.
Owning a business requires hard work, dedication, patience, and resilience. And making the right decisions today can help keep your business strong—and thriving.
I proudly serve the Northwest Indiana and Chicagoland area (Merrillville, Gary, Hobart, Highland, Valparaiso, Munster, and surrounding towns), serve all of Indiana and Illinois. I offer virtual meetings to accommodate you, wherever you're located!