Professional
My energy, knowledge and passion help you identify and accomplish/assure your heart's desires: helping you get CLEAR & CONNECTED to your values and priorities, then, attending to these same priorities and values within your plan.
Before I can appropriately suggest strategies best suited for you and your family or business, I need to get to know you. And, before you can feel comfortable with me, and openly sharing your finances and goals/dreams, you should know more about me!
Education
- Bishop Luers High School
- University of Notre Dame: B.B.A. Finance
Professional Designations and Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®) certificate
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Chartered Advisor Senior Living (CASL®)
Associations and Memberships
- Ft. Wayne Estate Planning Council President 2005-6
- Notre Dame Club of Ft. Wayne (Member & Past President), & Indianapolis (Member, & ND WomenConnect Committee Member)
- Member of National Association of Insurance and Financial Advisors (NAIFA)
National Association of Insurance & Financial Advisors; Ft. Wayne Advisor of the Year: 2006