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.
574-307-7613 Ext. 5879
13050 Indiana 23
Granger, IN 46530
As a trusted partner with Teachers Credit Union, 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. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. 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-2001356.1-0118-0220
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