EDUCATION
- Indiana University Bloomington, B.S. Accounting
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Certified Financial Planner™ (CFP®)
BACKGROUND
I began my career in public accounting with George S. Olive, LLC (now BKD, LLP) in Indianapolis, then served with The Windsor Group, a Registered Investment Advisor in Indianapolis, before joining Pettinga Financial Advisors in 1995. My credentials as a CPA, a PFS, and a CFP® confirm my technical ability, and I’ve been exposed to many market cycles having been in this business now for more than two decades.