As a second-generation financial advisor, I believe financial advice is about more than numbers — it’s about people, values and the life you want to build. I enjoy connecting with retirees, business owners and families to create thoughtful, personalized strategies that grow and adapt over time.
I grew up on our Hoosier Homestead family farm in Topeka, IN, where I learned the importance of hard work, honesty and caring for your neighbors. Those lessons guide how I serve my clients every day.
I earned my bachelor’s degree from Indiana University and hold the Accredited Asset Management Specialist™ designation. I’m also active in the LaGrange County Chamber of Commerce, Daughters of the American Revolution, Tri Kappa and the Rainbow Years Learning Ministry Board, because giving back to our community matters to me.
Outside of work, I love spending time outdoors, cooking and traveling with my husband, Fredric, and our daughter, Sophia. I’m supported by branch office administrators Lynette Stennett and Maggie Bontrager, who share my commitment to making every client feel welcomed and cared for.
If you’re planning for retirement, saving for education or thinking about the legacy you want to leave, I’d love to connect and learn what matters most to you.