We created Blend Wealth to help you get from where you are, to where you want to be with the integration of biblical wisdom and professional advice.
The stewardship of wealth can be complex and confusing, but we’re here to help you figure it out and simplify your life.
We will dive deep into your goals, whiteboard complex financial topics so they’re easy to understand and we will be there to guide you through all financial decisions you face.
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I am a number-cruncher to the core. I strongly believe that a data driven approach to wealth building is the key to helping people understand how even small decisions can significantly impact financial goals.
I help simplify financial decision-making by letting the data do the talking and by applying my engineering brain to interpret numbers and translate what they’re saying into plain, simple, English.
I am a CERTIFIED FINANCIAL PLANNER™ professional and joined the industry following a successful “first” career in engineering. I believe in the value of biblical wisdom and principles, especially the positive impact that good stewardship has on yourself, your marriage, your family and your community.
I love to spend time with my wife Alexis and our boys Conner & Christian. You will often find us outdoors exploring new parks, hiking, biking, camping or hanging out by the pool.
Professional Affiliations:
• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• CERTIFIED DIGITAL ASSET ADVISOR™ (CDAA)
• XY Planning Network
• NAPFA Registered Advisor
Education:
• University of Michigan - Master of Business Administration
• Purdue University - Bachelor of Science in Mechanical Engineering
• Indiana Wesleyan University - Certified Kingdom Advisor (CKA®) Educational Program
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As a kid, I loved the idea of saving towards a goal. Before I was old enough to have a job, I was running around my neighborhood trying to see how many lawns I could mow, which was pretty unusual for a girl in middle school.
I have always had a passion for Finance and Entrepreneurship, from mowing lawns to later begging my grandma to let me attend her financial planning meetings with her advisor. So if someone would have told the younger version of me that I would eventually be a financial planner, I wouldn't have been surprised. Now if someone had said that I was going to marry a man with 2 kids, I would have definitely looked at them like they were crazy!
Fast forward to today, I am a CERTIFIED FINANCIAL PLANNER™, wife to my very best friend, stepmom, Believer and Co-Founder of Blend Wealth. I love being a Chrisitan family that serves other Christian families and business owners. We make a great team as Tim loves to crunch the numbers, and I love to dig deep into the relational and emotional side of money.
Tim and I are fortunate enough to understand the benefits of having our financial life in order, and we want to help others do the same! Diving deep into our financial situation has brought more organization in our lives, stability in our marriage and more freedom in all areas of our life.
Professional Affiliations:
• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• CERTIFIED DIGITAL ASSET ADVISOR™ (CDAA)
• XY Planning Network
• NAPFA Registered Financial Advisor
Education:
• Indiana University - Bachelor of Science in Business, Major in Finance
• Indiana Wesleyan University - Certified Kingdom Advisor (CKA®) Educational Program
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