We created Blend Wealth to help people get from where they are to where they want to be while navigating the additional complexities that come with blended family life.
We are passionate about helping people align their money with their values.
Our mission is bigger than helping you reach your financial goals.
Our mission is to provide meaningful wealth planning to families and ultimately help you make your marriage your BEST and LAST marriage.
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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 wealth building for all families and the positive impact that good stewardship has on yourself, your marriage, your family and your community.
I have always had a passion for helping others, and now I'm fortunate to help blended families navigate these same complexities that we have experienced on our blended family journey.
I have a heart for marriage, for families and blended families who desire great relationships combined with financial freedom. 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
• Fee-Only Network
Education:
• University of Michigan - Master of Business Administration
• Purdue University - Bachelor of Science in Mechanical Engineering
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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 have a strong passion for marriage and a heart for blended families. I love being a family that serves families. 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
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