As a CERTIFIED FINANCIAL PLANNER™ professional, I believe in taking a holistic approach to financial well being, beginning with understanding each individual’s unique set of values, goals, philosophies and concerns. In addition, to provide objective, proactive and comprehensive advice that is in alignment with helping accomplish one’s financial wishes. My personal goal is to help you develop strategies for your money to work harder for you than you work for your money. With North Star Resource Group being an independent wealth management firm, it allows for client-focused advice when it comes to recommendations. Through the use of presentations, existing relationships and word-of-mouth is how I am introduced to others.My primary focus is working with physicians and dentists, and I speak at the following teaching hospitals on a routine basis:1. Indiana University School of Medicine2. Indiana University School of Dentistry3. St. Vincent Women's Hopsital4. St. Vincent Hospital5. Methodist Hospital6. St. Francis Hospital7. University of Kentucky College of Medicine8. University of Louisville Shool of Medicine9. University of Louisville School of Dentistry10. University of Cincinnati College of MedicineSpecialties: I specialize in working with physicians and dentists in addition to successful professionals and families integrating advice-based financial planning with client-specific financial services. The areas of focus within my practice are investment/retirement strategies, risk management--private life and disability insurance, college education funding, reducing tax liability, wealth accumulation and asset protection strategies. CFP® -CERTIFIED FINANCIAL PLANNER™Member of North Star Resource Group Medical Division