Team profile


How We Advise Our Clients

Your financial goals are important, and we can help you achieve them. Together, we will document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Charitable Giving

Awards & recognition

  • Reimbold & Miller, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

We also support programs at:

  • Bishop Luers and Bishop Dwenger high schools in Fort Wayne
  • St. Mary's Soup Kitchen
  • Community Harvest Food Bank of NE Indiana & Feeding America
  • Supporter of Wellspring Interfaith Social Services, Inc.