As a Wealth Management Advisor I help my clients define their financial goals and put a plan into place to help them realize their hopes and dreams. Whether they own a business and need health insurance, a retirement plan, or other employee/executive benefits, or they are an individual who want to plan for the future, I can help them!
Mishawaka, IN 46545
I have a deep desire to get to know and understand people, their motivations and behaviors while analyzing research and data to create strategies that help them realize their personal financial success. I spend the majority of my time focusing on professional women, small business owners and financial windfall recipients. I wake up excited to get to work because I get to have a direct and exponential impact on helping more people achieve their life and financial dreams. …
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