Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
LPL Financial Advisor, Owner
Dena graduated from Purdue University in 1997 with degrees in Psychology and Organizational Management and went to work for the family business. She went on to work for a large bank in corporate finance and rejoined her dad's practice...
Senior Client Associate