Coaching clients to be financially fit, through personalized, confidential counseling. Since 1996, I have focused on helping individuals and small business owners in central Indiana build their financial futures. I have trained extensively in financial strategies, investment management, and life, health and long term care insurance. I have been awarded the Retirement Planning Specialist designation by AXA Advisors for training at the Wharton School, University of Pennsylvania. I approach each client with a clean slate, designing a strategy for their specific needs, goals and investment objectives and only then proposing financial products. I believe in serving not only my clients, but also the community. My activities and professional affiliations include:
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