I have over 37 years of experience in the Financial Services industry. My career began in 1983 with Merrill Lynch.
I have spent time with Blunt Ellis and Loewi Kemper Group, and the last 25 years I’ve worked with A.G. Edwards and Sons, now through mergers - Wells Fargo Advisors Financial Network.
I completed my Bachelor of Science Degree in Business from Indiana University in May 1983.
I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from College of Financial Planning, April 1988. To earn the CFP® certification, I had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. I also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
I enjoy participating as a member of the Financial Planning Association, and have recently had the pleasure of being acknowledged for:
Wells Fargo Advisors Premier Advisor* distinction, 2010 - 2020
Finally, I am an Indianapolis native and have had the pleasure of raising five beautiful children with my husband, Mark. Our youngest miraculously beat bone cancer so I am forever indebted to Riley Hospital in Indianapolis. In my spare time, I like reading, traveling, and spending time with my family.