Bachelor's Degree in Finance from the Kelley School of Business at Indiana University; Life Underwriter Training Council Fellow (LUTCF) license; currently pursuing Certified Financial Planner license (CFP)
I wanted to help people on a daily basis and have the flexibility in my schedule to be able to work with the type of people that I enjoy working with. Previously, I owned my own landscaping business, which helped me to learn hard work, time management, and also increased my entrepreneurial skills.
Throughout the day, I meet with various clients to gather information and discuss their financial future. Then I implement those concepts by creating a financial plan that I feel is in the best interest of the client.
I enjoy helping individuals, families and business owners meet their financial goals and need and to help them plan for their future.