Meet the Team

As the Managing Partner, Financial Planner, and Investment Advisor Representative at The Financial Planning Group, my primary responsibilities revolve around fostering and maintaining client relationships, financial planning, and...

I am proud to serve as a Financial Advisor at The Financial Planning Group, where I work with individuals, families, and business owners to manage their financial assets. My journey in the financial services industry began in 2003 in...

I joined LPL in 2023 and carry years of administrative background. I grew up in the midwest and currently still living in my hometown. I spend the majority of my freetime traveling for my daughters soccer tournaments...