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
National Association of Insurance & Financial Advisors; Ft. Wayne Advisor of the Year: 2006
Awards and Recognition
Million Dollar Round Table Qualifying Member 1999, 2001-2006, 2008, 2010
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Quality Award 2000-2010
Award recognizing persistency and performance
National Sales Achievement Award 1999-2002, 2004-2005
Award recognizing performance