I founded Piedmont Financial Advisors in 2006 because I saw a need for comprehensive, unbiased financial advice in the Indianapolis area. I tapped into my knowledge of finance and experience in investments to help my clients identify and realize their goals and dreams through the holistic financial planning process. I am committed to professional excellence and act as a fiduciary for my clients.
I received a BS degree in Finance from Indiana University in Bloomington, graduated from the College of Financial Planning in Denver and hold the CFP® certification. I previously worked in operational and investment accounting roles at 40|86 Advisors (formerly Conseco Capital Management) in Carmel, Indiana and ING Investment Management in Atlanta, Georgia.
I am registered with the Indiana Secretary of State–Securities Division and maintain membership in the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Comprehensive Planners (ACP). These professional affiliations help me stay on top of the latest trends, issues and opportunities within the industry.
A native of northern Indiana, I have lived in the Indianapolis area since 1998.