As a Financial Consultant with Castle Wealth Advisors, I am responsible for preparing financial plans that help our clients meet their needs and reach their financial and life goals. I start by understanding what is important to our clients and gathering information on their currently held assets. I then work closely with the CWA team to develop and provide sound financial advice designed specifically for that client. I work hard to find financial solutions that are tailored to each specific situation. I take pride in helping others and do so in an ethical and moral fashion.
Professional Experience
- 2019 - Present
Financial Consultant
Castle Wealth Advisors
Indianapolis, IN
- 2018 - 2019
Financial Planner
Circle Financial Planning
Indianapolis, IN
I serviced the firm's clients by providing financial strategies that aligned with their needs and goals. I created model portfolios that were tailored to each of my client's risk tolerance and was responsible for preparing and conducting planning and account reviews with clients as well.
- 2017 - 2018
Financial Paraplanner
United Capital Financial Advisors
Evansville, IN
I built out financial plans and advanced planning scenarios for high net worth clients. I was responsible for modeling client portfolios and creating portfolio analysis reports and assisted the firm's Senior wealth advisors with day-to-day operations.
Education/Certifications
- 2020: CERTIFIED FINANCIAL PLANNER® Professional, CFP® Board of Standards, Washington, DC
- Bachelor of Science, Financial Counseling and Planning, Minor in Management
Purdue University, West Lafayette, IN
