Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Family Finances
  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Small Business
  • Retirement Income Strategies
  • Insurance
  • Wealth Preservation Strategies

Education

  • Butler University, BS - 1983
  • US Army Command & General Staff College, 1996
  • Indiana Wesleyan University, MBA, 1999

Previous experience

  • Financial Advisor, Morgan Stanley, 2011-2017
  • Financial Advisor, Morgan Keegan, 2007-2011
  • Assistant Vice President, Regions Bank, 2002-2007
  • United States Army, Major, 1979-2000

Community participation

Our Lady of Greenwood Catholic Church

  • Our Lady of Greenwood Catholic Church
  • Central Indiana Electrical Contractors
  • Military Officer's Association of America

Interests

- Family: My wife Debra and son Joseph (named after my Dad)

- The Outdoors: Camping, Hiking and Fishing

- Sports: The Colts, golf, youth baseball