I joined the financial services industry over 15 years ago with the goal to help improve people’s lives through the financial planning process. I have gained valuable insight over the course of my career to help my clients navigate the many obstacles life may present. My purpose is to help my clients feel confident and in control of their financial lives. By utilizing a comprehensive approach in the financial planning process, I will provide customized recommendations that are tailored to each client’s specific objectives and needs.
To further solidify my expertise in my field, I earned the highly coveted CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.
Being a part of Sagamore Wealth Advisors of Raymond James, I can utilize our broad experience in many different areas to help ensure our clients receive the utmost care and guidance in their financial journey. Clients can expect education and communication for the reasoning on my advice and recommended actions. My primary role within Sagamore Wealth Advisors is to help assist those small business owners, usually a 1099 contractor or solo business owner, who need financial guidance for themselves and their family during their working years to help prepare themselves for retirement.
I graduated from Indiana University with a bachelor’s degree in Economics. In my free time, you’ll catch me on my motorcycle, spending time with my family, or working out in the yard. I am also very passionate about volunteering in the community for those organizations that help care for the disadvantaged and abused children of Indiana.
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.
