For nearly two decades, I owned and operated a successful Med Spa in Fishers, Indiana, experiencing firsthand the challenges and rewards of entrepreneurship. That journey gave me a deep understanding of what it takes to build, grow, and protect a business — and ultimately inspired my transition into financial services.
Today, as a representative of WestPoint Financial Group, with over 6 years of previous experience, I help business owners and families create customized financial strategies designed to protect what they’ve worked hard to build. My background in Business and
Marketing, combined with 18+ years as a business owner, allows me to bring a practical, real-world perspective to every client relationship.
I specialize in insurance-based business solutions such as employee retention strategies, succession planning, buy-sell agreements, and tax-efficient retirement planning, along with life, disability, and long-term care protection. I also work closely with families on college planning and personalized financial strategies tailored to their goals. I believe every successful plan starts with listening. My approach is centered on understanding each client’s unique situation and helping them move forward with
clarity and confidence.
Based in Indianapolis, I work with clients in the states where I am licensed through both virtual and in-person consultations.
