About Us
At USA First Financial, we believe that everyone deserves a clear path to financial success—backed by expertise, integrity, and care. Our mission is to help individuals, families, and institutions build lasting wealth through informed decisions and tailored financial strategies.
With decades of combined experience, our advisors and strategists work closely with clients to understand their unique financial goals, guiding them through every stage of their financial journey.
We're not just financial professionals—we're partners invested in your future.
Our mission is to be your long term partner as we build financial peace of mind through tailored, goal centered planning and investment management.
Schedule a CallMeet the Team
We're a team of seasoned professionals with a shared commitment: to serve you with excellence, ethics, and empathy.
Managing Partner
Managing Partner at USA First Financial | Registered Investment Advisory | Indianapolis City-County Councilor, District 9 | Author, "Moneybag Mo: My 10 Financial Tips to Help You Secure Your Bag" | Veteran - United States Army Reserves | Board Member, Indy Chamber Orchestra & H.O.P.E. CDC
Director of Operations
Director of Operations at USA First Financial, bringing more than 25 years of experience in operations management, client relations, project coordination, and event management. Known for her strong leadership, attention to detail, and commitment to excellence. Her diverse background includes healthcare administration, sports operations, and community engagement which provides a unique perspective that helps USA First Financial deliver outstanding service and results.
Whether you're just starting your financial journey or managing a complex portfolio, we're here to guide you every step of the way.
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