I am the Client Relationship and Service Associate for Apex Financial Strategies, located in the Lifetime Financial Growth (LFG) Indianapolis office. My focus is on assisting Brett Mock and Brad Wethington to help better serve their clients as they continue to grow the business. As the first line of contact for clients, I aim to ensure a smooth and easy experience, whether a tenured client or just beginning the onboarding process. My history with servicing clients in the finance industry began in 2021 at Charles Schwab. Since then, I transitioned into assisting independent financial advisors through LPL Financial, before I began my work here at Apex Financial Strategies. My credentials include Series 6, Series 63, and Series 65. I hold a bachelor's degree from Ball State University and a Master’s degree from the University of Denver.
My professional background is rather unique. After earning my bachelor’s degree in Psychology,I began coaching gymnastics while working on my master’s degree in Sports Coaching. A career in coaching was a familiar path, as I spent my childhood and early collegiate career as a competitive gymnast. However, I did want to venture into a new challenge, so I took a leap of faith and found myself beginning my career in the finance industry. The biggest correlation is my ability to help people. Coaching is largely about teamwork and teaching, which are skills I use daily to assist clients alongside theApex Financial Strategies team.
I live in Anderson, IN, with my silver lab puppy, Peaches, and rescue cat Tommy. Outside of work, I enjoy staying active, socializing with friends and family, and visiting local breweries. In my downtime, I love to crochet various items, including blankets, beanies, and clothing. I am also involved in leading a faith-based community group calledBattleground, which includes boxing and self-defense lessons.
