8325 E. Southport Road, Suite 190
Indianapolis, IN 46259
I have been a lifelong Catholic. My faith has carried me through many trials and is the reason I changed careers. I believe I can help make a difference in my client's lives. I enjoy baking, gardening, and spending time with my yellow lab Sydney.
I get to understand what is important to my clients and create personalized strategies to help meet their long-term financial goals. We partner throughout their lives to keep them on track.
I work with individuals and small business owners.
I gather what is important to clients, assess their current financial picture, and make recommendations for specific strategies to achieve those goals. I keep on the look out for blind spots that may derail those goals.
Good referrals are individuals that have changed jobs, wish to consolidate their assets, or desire to have an understanding where they are on the path to achieve their long-term goals. Small business owners that would benefit from strategies to help attract and retain talent while saving for their retirement and potentially saving money on taxes.