

Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
- Intergenerational Planning
Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
- Intergenerational Planning
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Volunteering
- Podcasts
- Reading
- History and Museums
Team Members
Zach OwensbySr. Branch Office Administrator
Julie ZellSr. Branch Office Administrator
Vette JenningsSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Phone
(317) 468-2252Fax
(877) 679-5752Office Address
1780 Melody LaneGreenfield, IN 46140opens in a new window
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