Advisor profile

What you can expect when you work with me

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.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Investment Management

Education

  • B.A. History, Wabash College

Interests

I enjoy spending quality time with my wife and my four children: it's truly my favorite way to spend the day. We are a big sports family, and you can usually find us cheering on the Indiana Hoosiers, the Indianapolis Colts, and Florida State. I also enjoy quality time playing boards games with my family and friends. These moments truly keep me grounded and remind me of what matters most.