Why this work?
I enjoy working with clients to help achieve their dreams and what they are truly passionate about pursuing. There is a lot of work to building a solid plan (which we do together) and we both must be willing to adjust at times. A sigh of relief, a small smile, or just seeing that their goals are possible really makes me so happy. It isn’t a job to me but a true passion that I enjoy doing every day.
What’s the first question you ask in a first meeting?
It isn’t just one question but learning and understanding about their full background of who they are and their experience with savings.
What do you wish more people understood about money?
Everyone needs a financial plan to know if they are on track to achieving their goals. It is so important to work with a financial planner to help provide guidance.
What kind of client do you do your best work with?
Someone who values what we provide and will be willing to accept change.
Where would I find you on a Saturday?
Early on Saturday mornings – I usually will be taking a nice walk with my dog. I love spending time outside (if not too warm outside) in my yard and with my family.
Education and credentials:
University of Southern Indiana | Bachelor’s in Finance, minor in Mathematics and Economics
CERTIFIED FINANCIAL PLANNER® Professional
Words to live by\\u200b
“Start every day with a smile.”
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
