South Bend, IN
Had I known when I became a financial advisor that we were ranked as the fourth
most intimidating people to visit with behind doctors, dentists and attorneys, I
would have immediately begun addressing the perception of who we are and,
more importantly, who we want to be. After 19 years in the technology field, I gave
up much of my salary for the opportunity to educate members of our community so
they don’t have to face the emotional, physical and financial hardships that my
mom and grandma are facing today.
Being a financial advisor enables me to meet the most amazing, down to earth
people throughout my day and together, we solve problems. Each conversation
begins with, “What keeps you up at night?” Common responses include:
~ Will my money last through retirement?
~ Do I need long-term care insurance?
~ How do we manage our finances after getting married?
~ How will rising healthcare costs affect my retirement?
~ How should I save for college tuition?
~ Will my family be secure if something happens to me?
~ How do I help young adults establish a financial strategy?
Once I understand your needs, we partner together to work through them.
My mom is one of the hardest working people I know, and as I’ve observed her
struggle through the hardships mentioned above, I’ve realized just how important it
is for people to have a tailor-made, logical strategy in place for the expected and
unexpected challenges that lie ahead. Please reach out to me today for a casual,
yet impactful conversation that can help you and your family for years to come.
When it’s all said and done, I promise you’ll no longer dread meeting a financial
~ I am a graduate of Saint Joseph High School, a wife of a Saint Joseph High
School educator and the mother of three children who attend Christ the King
School. When we are not on the go with everyday activities, we love going on old
fashioned, Clark Griswold road trips, attending concerts and sporting events, and
relaxing on the beach.