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I am passionate about what I do because I love to build relationships with my clients! I enjoy getting to know you and your families, understanding what is important to you, and putting a plan together to help you achieve your goals! I especially enjoy retirement planning. It is very important to make sure that you have a solid plan so you do not run out of money! Inflation, long term care, and providing for a surviving spouse are very important to my clients, therefore are important to me! I have lived in Jeffersonville all my life! My husband Nate and I have been married for 15 years and have three beautiful children. We are members of Sacred Heart Catholic Church and we have been chairing the Lenten Fish Fries for the past three years. I love to read, run, and be outside as much as possible! We enjoy swimming and taking our chocolate lab puppy on walks. We also love to cook food! We enjoy grilling, smoking meat, and trying new recipes. We love to get the kids involved and cook together
As fiduciary, fee-based investment managers and financial planners, our success begins with your success. Helping you achieve your goals starts with understanding your desires. This process begins with a complimentary meeting for us to get to know one another. Our goal is to deliver strategies and recommendations designed to decrease unnecessary risk and fees while striving to increase overall probability of success. Click the button below, and let’s get started!
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