CERTIFIED FINANCIAL PLANNER™
My career in the financial services industry took off while I pursued my studies at Trine University. After graduation, I honed my expertise in financial planning by working extensively with business owners and providing guidance on company retirement plans at a firm in Indianapolis. This experience not only deepened my understanding of the complexities of the business world but also enabled me to simplify these concepts for my clients. Recognizing the fears and uncertainties surrounding financial planning, I place a strong emphasis on educating clients. By adopting a calm and supportive approach, I strive to illuminate their financial path and instill confidence in their future decisions. After my years of interning at Blue Jay, I knew this was at the heart of what they did, and joined the team as a full-time financial planner.
Defiance has been my hometown since childhood, and DHS is my alma mater. Still today, I proudly call Defiance home and am grateful to have the opportunity to serve the community that has poured into me. In an industry that relies on trust, my commitment to client education and providing clarity gives me a competitive edge. As I continue to refine my skills and adapt to the ever-evolving financial landscape, my dedication to assisting clients in achieving their financial goals and securing their financial well-being remains unwavering.
During my formative years, I had the privilege of being a part of Boy Scout Troop 76 at St. Mary's Church, where I achieved the rank of Eagle Scout—an accomplishment that holds a special place in my heart. In my leisure time, I find great enjoyment in playing golf, cherishing moments with my family, and immersing myself in the world of literature. Active community involvement is essential to me, and I proudly contribute as a member of the Elks Lodge in Defiance, as well as the Rotary Club. Additionally, I am a devoted member of Xperience Church, where I find spiritual fulfillment and meaningful connections with others.