Email Me
$3.1 trillion
In invested assets globally
As of 03/31/2021
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Financial Advisor
Aimee started her career at Merrill Lynch in July of 1978. Through various roles, starting out as a bookkeeper, sales assistant and ultimately becoming a Financial Advisor.
She has her CRPC designation. Aimee enjoys preparing people to live comfortably in retirement. She also enjoys working with the next generation members of her clients. Aimee thinks of her clients as her friends and family not just as clients.
Aimee is a long time member of the downtown Fort Wayne Optimist Club which is a service devoted to children. Aimee and her husband Doug are volunteer drivers for Community Harvest Food Bank of the senior food packs. They are members of St. Vincent DePaul Catholic Church where they serve as Sunday greeters. They have two children, Kelly and Kristine (Krissy) and two golden retrievers who are also family.
Financial Advisor
Aimee started her career at Merrill Lynch in July of 1978. Through various roles, starting out as a bookkeeper, sales assistant and ultimately becoming a Financial Advisor.
She has her CRPC designation. Aimee enjoys preparing people to live comfortably in retirement. She also enjoys working with the next generation members of her clients. Aimee thinks of her clients as her friends and family not just as clients.
Aimee is a long time member of the downtown Fort Wayne Optimist Club which is a service devoted to children. Aimee and her husband Doug are volunteer drivers for Community Harvest Food Bank of the senior food packs. They are members of St. Vincent DePaul Catholic Church where they serve as Sunday greeters. They have two children, Kelly and Kristine (Krissy) and two golden retrievers who are also family.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$3.1 trillion
In invested assets globally
As of 03/31/2021
51 countries
Our global footprint
Global leader
UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020
