My focus is on helping school employees achieve their financial goals.
I am committed to helping you achieve your financial goals through planning and analysis. My focus is helping school employees live securely in their well-deserved retirement. I also work with schools directly on their 403(b) retirement plans and help schools analyze their financial needs to manage their operating accounts. I enjoy exploring ways that TCU Investment Services can work with schools to help reach their vision and ensure they are operating with the most efficient products and services.
(574) 586-3143 Ext. 5791 or (800) 866-3143
449 Liberty Street
Walkerton, IN 46574
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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