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.
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. TCU Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. 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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