Title: Financial Advisor
Credentials: I obtained my Financial Counseling and Planning degree from Purdue University. I now have my Series 6, 7, 63, 66 and Life and Health. I am currently studying to take the Certified Financial Planner exam.
Favorite Movie or TV Show: Steel Magnolias
Favorite Game: I could sit and work on a puzzle for hours. Right now, I’m enjoying playing games with my daughter, Jaylyn, that helps her with her math skills such as Yahtzee and Monopoly.
My Role: It is my privilege to be a source of knowledge for our families and to be able to develop a long-term relationship with them. Many people spend time saving their money but do not know how to do it in the most efficient way. That is where I come in. I enjoy experiencing the relief that our families feel after meeting with us and understanding their financial future.
Best Part of My Job: The best part of my job is building a trusting relationship with our families and knowing that they have a safe place to come when needed.
Hobbies & Interests: I enjoy spending time with my family and friends more than anything. Being able to grow with people and seeing all of their happiness is a driving factor in my life.