How I can help you:

I have the honor of serving as a qualified partner to families when making their most important financial life decisions. I work with clients to develop a financial plan by first understanding their specific values and goals, and then devising a plan that is customized to each clients needs. In addition to my role as an advisor, my specialties in Social Security optimization and retirement cash flow construction, lend me to work in partnership with our advisors to address the specific needs of all Capital Planning Wealth Management clients in these areas. Above all, my goal is to always serve in the way I would want to be served: with complete competence and care.

What makes me knowledgeable:

I joined the Capital Planning team in 2013. Since then, my passion for financial planning has led me to pursue multiple advanced designations and continued education. I am a CERTIFIED FINANCIAL PLANNERTM (CFP^®), a Retirement Income Certified Professional (RICP^®), and a Behavioral Financial Advisor (BFA^™). I also hold the FINRA general securities representative registration with LPL Financial and the Investment Advisor Representative registration through Private Advisor Group. I am a graduate of West Chester University, where I earned a Bachelor’s degree in both Sociology and Liberal Studies. I also served as the Captain of the women’s golf team.

Getting to know me:

My husband, Jeff, and I live on a small farm in Zionsville with our two labs Scout and Finn. I am a lifelong learner with a never-ending hobby list. In my free time, you might find me anywhere from a golf course to a hiking trail, a woodworking shop, or a tree stand, usually with a book in hand. I am blessed with a wonderful group of family, friends and clients who I enjoy spending time with every chance I can.