I am Brett’s Paraplanner and a Financial Advisor for Lifetime Financial Growth (LFG) in Indianapolis, where I play an integral role with the Apex Financial Strategies team. My focus is assisting Brett in creating individualized financial strategies that aim to reduce risk, optimize taxes, and facilitate asset distribution. I have nearly 9 years of experience in the financial services industry, having started with Charles Schwab in 2017 as a Financial Consultant Academy member, with a variety of roles recommending and servicing managed account solutions and discussing complex financial strategies and products with High-Net-Worth clients throughout my tenure. I am fully securities and advisory licensed, with my life, health, and accident insurance license. I received my Bachelor’s Degree in Finance from Ball State University in 2017, with a minor in Economics.
I have always had a client-minded focus that has guided me throughout my career. My goal is to always focus on what is best for the client, no matter what. It is my passion to help clients optimize their financial path towards their goals and work with them to create a better financial future for themselves.
I live in Muncie, Indiana, with my family. I have two wonderful children named Preston and Caroline, who are the primary focus of my life outside of my professional interests. I love baseball and thrifting collectibles across the country.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.