How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Marijo Dluzak
219-769-6135
Marijo Dluzak, "MJ" has been Inspiring Clients to Be Retired since 1986. Growing up way too quickly, with her mom passing away from cancer at the young age of 42 (MJ was age 12 and her brother age 8), being raised by a single, loving...
Amy Boedeker
219-769-6135
Melynda Carpenter
219-769-6135
Melynda Carpenter is also in client relations. She keeps our office paperless, answers client questions, and does the event planning. Melynda has a certificate in Interior Design and enjoys doing design work in homes. Melynda's...
Diane Hodges
219-769-6135