About My Practice
I have been in the fee-only financial planning business since receiving my college degree in Personal Financial Planning & Counseling from Purdue University in 1992. Prior to going independent in 2009, I worked for fee-only firms who's target clients were the high net worth individuals and corporations. In my last corporate job I was head of the financial planning department for a large, independent trust company. I decided to go independent in 2009 so I could offer my services and expertise to anyone needing guidance, regardless of their current financial situation. Therefore, I have no income and/or investment minimums. I tailor my services to each client's situation and conditions.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
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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