Helping you reach your financial goals is my primary objective.
Working together, I can help you create a strategy geared toward meeting three key financial goals:
We can start small and grow or evaluate and build upon your existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way.
(574) 284-6210 Ext. 5879
201 County Road 6 West
Elkhart, IN 46514
As a financial advisor located at TCU, I am committed to working with our members, their family and their friends. I have access to a wide variety of investment and insurance products.
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.
TCU Investment Services offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
* TCU Investment Services Representatives are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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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