New Horizons Financial Consultants

CONNECT

Address:

1033 E Mount Pleasant Rd Ste A
Evansville, IN 47725

Phone:

(812) 618-9050

Toll-Free: (855) 785-6401

Fax/Other:

(812) 618-9050

Curriculum Vitae

Education & Designations:

Purdue University, West Lafayette, IN
Bachelor’s Degree in Financial Counseling and Planning, 1989

College of Financial Planning, Denver, CO
Certified Financial Planner®, 1999

Institute for Divorce Financial Analysts, Durham, NC
Certified Divorce Financial Analyst™, 2008

Institute of Business and Finance, San Diego, CA
Certified Tax Specialist™, 2015

Licenses:

Series 7 – General Securities Representative, Series 63 - The Uniform Securities Agent State Law Examination, (Securities registrations held through LPL Financial) Life, Accident, Health, and Variable Annuity Insurance, and Long-term Care Insurance

Employment:

New Horizons Financial Consultants, Evansville, IN                                                May 2013 to Present

Certified Financial Planner®, Certified Divorce Financial Analyst™, and Financial Advisor

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Level Four Advisory Services and New Horizons Financial Consultants are separate entities from LPL Financial.

 

Ameriprise Financial, Evansville, IN                                                                         April 1992 to May 2013

Certified Financial Planner®, Certified Divorce Financial Analyst™, and Financial Advisor

Experience: 

Over 23 years of experience in financial services industry with knowledge regarding:

  • Financial Issues of Divorce - Assisting clients to understand the short- and long-term financial implications of various divorce settlement options
  • Comprehensive Financial Planning – Helping clients plan their futures and measuring the potential for financial sustainability during retirement as well as other transitional periods, such as divorce or death of a spouse
  • Investment Analysis and Management – Deciding which investments are appropriate for each client, taking into consideration many factors including: risk tolerance, time horizon, and age
  • Survivor Income Planning – Assist clients plan for their family’s financial protection in the event of client death or disability
  • Retirement Income Strategies – Deciding which investment vehicles are appropriate streams of income for each client during retirement, taking into consideration factors including: risk tolerance, time horizon, age, and income needs and sources
  • Estate Planning Strategies – Helping clients pass on assets after death or disability to ensure the estate is dissolved according to their wishes

Continuing Education:

  • Tracing Financial Assets
    Institute for Divorce Financial Analysts
     
  • Financial Oversights within the Divorce Decree
    Institute for Divorce Financial Analysts
     
  • Divorce and Mortgages
    Institute for Divorce Financial Analysts
     
  • QDROs Level I Essentials
    Institute for Divorce Financial Analysts
     
  • Lifestyle Analysis Financial Reports
    Institute for Divorce Financial Analysts
     
  • Special Needs: Special Divorce
    Institute for Divorce Financial Analysts
     
  • Executive and Deferred Compensation
    Institute for Divorce Financial Analysts
     
  • Private Investigators in Divorce and Custody
    Evansville Bar Association
     
  • Division of Assets Update
    Evansville Bar Association
     
  • Retirement Plans in Divorce
    National Business Institute
     
  • Tracing in Family Law Matters
    Institute for Divorce Financial Analysts
     
  • Hidden Gems and Traps
    Institute for Divorce Financial Analysts
     
  • Advanced Divorce Tax Considerations
    Institute for Divorce Financial Analysts
     
  • Tax Changes, Tips, and Traps
    Institute for Divorce Financial Analysts
     
  • Understanding Business Valuations
    Institute for Divorce Financial Analysts

 

  • Indiana Domestic Violence Training

Evansville Bar Association

 

  • Divorce Dissipation and Fraud

Institute for Divorce Financial Analysts