Why I Go To Work Everyday?

Being part of a team that has the capability to go above and beyond for personal & private clients is highly rewarding. Providing each client with different options and resources to help them make the most appropriate choice for their situation is one of the highlights of each day. Being able to see people from all walks of life and helping them pursue their financial goals is one of the best feelings. From paying off debt, to planning a successful retirement, our team collaborates and provides personalized options that strive to make the most sense for each individual person and is why I enjoy coming to work every day.

How Did I Get Here?

Coming from Ball State University with a B.S. in Business Administration, I always had an interest in the financial world. After graduating from Ball State, I worked as a Financial Representative at Charles Schwab which introduced me to the corporate world of finance. After spending time with Schwab, I recently made the switch after having an opportunity to network with team members and discovering a new passion for retirement planning. Joining the team in April 2024, my vast knowledge has expanded immensely as I work as an Client Service Associate with our key Advisory’s in the industry.

Why I Care About This Industry?

Financial Freedom. A term that many people think is impossible but having the right team and resources to help ensure the right decisions are made to work towards achieving financial freedom is one of the main reasons I care for this industry. Having the opportunity to promote someone’s lifestyle by helping them plan for major life events such as buying a home, having a wedding, or going on a dream vacation are a few reasons this industry is so important. Financial burden is something everyone faces day to day, so having the tools and right resources this industry has to offer is a big reason I care for this industry.