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
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Science, Marketing, Purdue University - 1984

Community participation

Bethel United Church of Christ - Youth Advisor, Church Council, Personnel Committee, Choir

Appalachian Service Project - Mission Trip Leader

Swim Coach - Central High School

CASA of Vanderburgh County

Interests

Spending time with my family is something that I never take for granted. My wife, Leesa, and I have known each other since childhood and were married in 1984. We have two children, Meghan and Stuart and two grandchildren, Lillian and Charlotte.

In addition to family time, I enjoy all manner of outdoor activities. I also enjoy flying when time permits. My work with youth - whether through church or coaching - is also an important part of my life.