About My Practice
I established Envisioning Financial as an independent financial services firm in 2003. Financial services is my second career. I completed a 25+ year corporate career with positions in logistics, manufacturing operations and human resources, including seven years as manager of employee benefits at Allison Engine Company and Rolls Royce North America. I've developed a niche working with former GM employees who were separated from GM due to the sale of their business units. My understanding of the benefits separated employees are entitled to and who to contact when problems arise is a unique value I can offer.
I've also developed relationships with other professionals and frequently make referrals to CPA's, attorneys and insurance brokers, particularly for clients needing assistance with Medicare related issues.
My formal education includes a Bachelors degree in Industrial Engineering from General Motors Institute (now Kettering University) and a Masters in Business Administration from Indiana University.
I earned the Certified Financial Planner™ designation in 2004.
I'm also an active member in the Central Indiana Chapter of the Financial Planning Association.
I left the corporate world in the spring of 2000 and entered the financial services industry later that year. I initially worked as an advisor in three different organizations, and in 2003 decided to open my own business. I appreciate the ability to work with clients independently and without the influence of corporate policies.
As an investment advisor and CFP® I honor a fiduciary pledge to always act in good faith and in the best interest of my clients and to disclose any conflicts of interest that could reasonably compromise the impartiality of my advice.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA, CEBS
Cetera Advisors LLC, member FINRA/SIPC
Cetera is under separate ownership from any other entity
Considerations: Comprehensive Financial Planning performed for a fixed fee
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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