How I can help you
I have had numerous experience during my nearly 40 years of professional employment. Right out of college I managed a retail store that grew in size to #3 in a chain of 360 stores. Depending on the season I managed between 6 and 15 employees. I have advertising and marketing-related experience from various points of view, including the perspective of a medium-sized manufacturing company where I oversaw the execution and management of their press relations, cataloging and print advertising to the perspective of a Fortune 200 company and the legal-related issues that can arise in their product claims. I have worked in a large law firm and managed complex litigation, including assistance at trial. In my present capacity, I assist individuals and small business owners with a high level of direct service through goals-based financial and investment planning and thoughtful advice.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Legal Services
- Sales, Marketing & Public Relations
Industry Experience
- Banking, Financial Services and Insurance
- Marketing, Advertising and Creative Services
- Retail and Wholesale Trade
- Nonprofit, Public and Professional Organizations
Education
I have graduate and undergraduate degrees in business from Indiana University. My MBA concentration was in finance. I also hold an ABA-approved certificate as a General Practice Paralegal from the Denver Paralegal Institute. In addition to these degreed credentials, I have earned many licenses and professional certifications tied to my current role as a financial advisor. I have a Series 7 general securities license, a Series 66 uniform state laws / registered investment advisor license and an Indiana health & life insurance license. I have earned the CERTIFIED FINANCIAL PLANNER® professional (CFP®) credential from the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor (CRPC®) credential from the College for Financial Planning, and have been trained in the Collaborative Divorce methodology. I am completing coursework for certification as a Retirement Income Certified Professional (RICP®) and Behavioral Finance Advisor (BFA®).
