Professional Services
- Retirement & Pre-retirement Preparation
- General Fee-based Financial Planning
- Investment Management / Reviews
- Long Term Care Insurance / Certified Indiana LTC Partnership Plan Insurance
- Life Insurance
- College Funding
- Provides Learning Through Financial Based Workshops / Seminars
Professional Qualifications
- Certified Financial Planner (CFP)
- Series 7 General Securities Registration
- Series 63 Securities Registration
- Series 24 General Securities Principal
- Life/Health License
- Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC
Personal
- 32 Years of Financial Service Experience (20 Years as Owner/Principal of Charter Financial Group)
- Graduate of Lockyear Business College
- Hometown – Owensboro Kentucky
- 33 Year Residents of Newburgh, IN
- Class Administrator for Bible Study Fellowship in Newburgh, IN
- Married 35 Years to Mark; Children – Mathisen and Ashley
- Enjoys Ballroom Dancing, Reading, Sewing, Baking, Crafting and Gardening