I have over 40 years of experience in the Financial Services industry. I began my career with Merrill Lynch and later worked with Blunt Ellis and Loewi Kemper Group. For the last 25 years, I’ve worked with Wells Fargo Advisors Financial Network, formerly A.G. Edwards and Sons.

 

I completed my Bachelor of Science Degree in Business from Indiana University in May 1983.

 

I have attained the following FINRA registrations:

 

Series 7, Series 63, Series 24
 

I earned the CERTIFIED FINANCIAL PLANNER® certification from the College of Financial Planning in 1988. Earning CFP® certification requires completion of an approved educational program, rigorous examination, 

and stringent experience requirements. I adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain informed and knowledgeable of current planning strategies and financial trends.

 

I enjoy participating as a member of the Financial Planning Association and have had the honor of distinction for:

·         Wells Fargo Advisors Platinum Council *   2010-2023

Five Star Wealth Manager**    2014-2018; 2020-2024 
 

Community service is important to me. As an Indianapolis native, I have had the honor of serving as a member of the Board of Trustees for the Indiana Historical Society (IHS) from 2017-2023. Additionally, I have served on the Finance Committee for IHS since 2014.

 

I have had the pleasure of raising five beautiful children with my husband, Mark. I am forever indebted to Riley Hospital in Indianapolis as this is where our youngest child received the excellent care that ultimately lead to a miraculous recovery from bone cancer. I enjoy reading, traveling, and long walks. Spending time with our growing family is my greatest joy.

 

* The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

 

**The Five Star Wealth Manager award was issued on 09/01/2024 by Five Star Professional (FSP) for the time period 11/14/2023 through 05/31/2024. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 1650 Indianapolis-area wealth managers were considered for the award; 143 (9% percent of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com

Award issued on 9/1/2023 by Five Star Professional (FSP) for the time 11/14/2022 through 5/31/2023. 1,594 Indianapolis-area wealth managers were considered for the award; 132 (8.28% of candidates) were named Five Star Wealth Managers. Award issued on 9/1/2022 by Five Star Professional (FSP) for the time 12/27/2021 through 6/24/2022. 1,673 Indianapolis-area wealth managers were considered for the award; 131 (8% of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2021 by Five Star Professional (FSP) for the time period 12/07/2020 through 07/02/2021. 1716 Indianapolis-area wealth managers were considered for the award; 128 (7 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2020 by Five Star Professional (FSP) for the time period 12/02/2019 through 6/12/2020. 1786 Indianapolis-area wealth managers were considered for the award; 143 (8 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2019 by Five Star Professional (FSP) for the time period 11/19/2018 through 06/28/2019. 1659 Indianapolis-area wealth managers were considered for the award; 153 (9 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2018 by Five Star Professional (FSP) for the time period 12/28/2017 through 07/23/2018. 1588 Indianapolis-area wealth managers were considered for the award; 149 (9 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2017 by Five Star Professional (FSP) for the time period 12/29/2016 through 07/13/2017. 1164 Indianapolis-area wealth managers were considered for the award; 182 (16 % of candidates) were named Five Star Wealth Managers. Award issued on 08/01/2016 by Five Star Professional (FSP) for the time period 01/15/2016 through 07/21/2016. 1083 Indianapolis-area wealth managers were considered for the award; 332 (31 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2015 by Five Star Professional (FSP) for the time period 01/15/2015 through 07/21/2015. 1743 Indianapolis-area wealth managers were considered for the award; 348 (20 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2014 by Five Star Professional (FSP) for the time period 01/15/2014 through 07/21/2014. 2009 Indianapolis-area wealth managers were considered for the award; 360 (18 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2013 by Five Star Professional (FSP) for the time period 01/15/2013 through 07/21/2013. 1624 Indianapolis-area wealth managers were considered for the award; 413 (25 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2012 by Five Star Professional (FSP) for the time period 01/15/2012 through 07/21/2012. 1375 Indianapolis-area wealth managers were considered for the award; 387 (28 % of candidates) were named Five Star Wealth Managers.

 

CA Insurance License Number; 0I91612. Resident State IN

My responsibilities are to serve our clients and to help with any questions regarding their accounts.  I can book appointments for you, and I am the first person you should call if you have any questions about your investment planning process.  My goal is to provide a concierge level of service to each client and work with our team to coordinate solutions and answers.

 

I have over twenty years of experience in the financial services industry, previously at Waddell and Reed, Inc., and Washington National Insurance Company.  I hold the Series 7 Securities Registration, earned a BBS, specializing in Finance from Marshall University, and an MBA from Indiana University Kokomo.

 

Originally from Ohio, I have lived in Indiana since 1999.  I am a fan of college and NFL football, IndyCar racing, and 80s music.  My husband and I love to travel and attend live music and theatre events.

I am the first person point of contact you will hear or see when you call or visit our office. It is my pleasure and privilege to provide you with the service you need. I also handle many of the office administrative and operational tasks that keep the office running smoothly.

I have proudly served as a public school educator for over three decades. Upon retirement, I assumed an administrative role with a national non-profit organization.        I earned a BS in Education at IU-Bloomington and an MS at IUPUI.

My husband and I live in Indianapolis with our English Springer Spaniel, JoJo, and our kitty, Remy. We are grandparents to four of the most delightful little humans on the planet and treasure every minute with them. I also enjoy tutoring, gardening, relaxing at the lake, and tooling around in our vintage MGA.