My focus is on helping school employees achieve their financial goals.
I am committed to helping you achieve your financial goals through planning and analysis. My focus is helping school employees live securely in their well-deserved retirement. I also work with schools directly on their 403(b) retirement plans and help schools analyze their financial needs to manage their operating accounts. I enjoy exploring ways that TCU can partner with schools to help reach their vision and ensure they are operating with the most efficient products and services.
574-586-3143 Ext. 5791 or 800-866-3143
449 Liberty Street
Walkerton, IN 46574
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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