A Personal Introduction

I am a graduate of Ball State University, and have 18 years of social service experience including, Medicaid Eligibility, and working with Special Needs adults. I concentrate my financial practice in the areas of helping families with special needs children or other dependents, retirement strategies, risk management, and asset accumulation and protection.

I am a Registered Securities Representative with CFD Investments, Inc. and an Investment Adviser Representative with Creative Financial Designs, Inc.. I hold my Series 6, 63 & 65 securities Licenses in the state of Indiana. I am also licensed for Life and Health Insurance in the states of Indiana, Florida, and Tennessee. In addition, I hold my Indiana License for Long Term Care Insurance and the Indiana Partnership Program.

I am dedicated to developing lasting relationships with my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future. I am looking forward to using my expertise to help you pursue your financial goals.