Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals.
We can start small and grow or evaluate and build upon your current financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. We'll review your situation periodically and make adjustments as needed. It just makes sense. As your life changes, so do your financial needs.
Prior to entering the financial industry in 2013, I proudly served 10 years in the U.S. Air Force. I have personally been a member of credit unions my entire life and enjoy serving the members of TCU by:
57 Putnam Plaza
Greencastle, IN 46135
570 U.S. Highway 31 South
Crawfordsville, IN 47933
As a trusted employee of Teachers Credit Union, I have a strong history of working with credit union members, their family and their friends.
Together we'll answer the tough questions to give you peace of mind:
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2447922.1-0319-0421
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