I started as a financial advisor in 2018. One of my strong beliefs is that in the world of finance, knowledge is power. Understanding how to reach financial goals can be complex, depending on your specific situation. I listen to you, so I can use what I’ve studied and the experience of my team to help you pursue your goals. My systematic process makes investing simple using comprehensive strategies based on what's important to you.
In order to serve my clients at the highest level, I have obtained the Certified Financial Planner™ CFP® professional certification and the Accredited Asset Management Specialist™ - AAMS™ professional designation.
The Certified Financial Planner Board of Standards Inc. awards
CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP®
Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. The AAMS™ program provides advisors with strong fundamental financial knowledge with a specific focus on asset management and investments.
In addition, I hold my Series 7, Series 66 registrations through LPL Financial and insurance, life and health licenses. I attended Indiana State University and graduated with a degree in Finance and a degree in Communication.
My financial advising career started in the Crown Point, Indiana community. As my career as a Wealth Manager evolved, I moved back to the South Bend area joining Emerald River Wealth Management in Granger, Indiana. I am thankful I now have a local presence in both communities to serve clients.
I have been married to John Henry Keultjes since 2022 and we live happily in South Bend, Indiana.
