As an Edward Jones financial advisor, I take great pride in partnering with the clients I serve. Before you can begin working toward achieving your financial goals, you must first define what’s important for you and your family. I begin every relationship with a conversation to listen and fully understand what matters most.

Partnering together allows us to help you prioritize your needs and define your goals. Our established process will develop a thoughtful and customized financial strategy using goals based guidance you can trust. Along with my assistant, Traci, and our home office, we strive to provide our clients with a consistent and ideal experience. As your dedicated team, we will coordinate with attorneys and CPAs as needed, to ensure your overall needs are properly served. Our collective purpose is to build long-lasting relationships to improve the lives of our clients and their families with trust and transparency. When you succeed, we succeed.

I hold the AAMS® designation from the College for Financial Planning. Individuals who are awarded this designation successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Before joining Edward Jones in 2005, I graduated from Butler University, earning a bachelor of science degree with a focus in marketing.

My wife, Beth, and I are both natives of Indiana and have been married since 2013. We are the proud parents of our young daughter, Charlie. We love to travel, learn new dishes to cook, and enjoy our family time. In addition you will find me playing golf and spending time with friends.

We're here for you - ready to listen. Reach out to our office to schedule a no-obligation meeting. We look forward to getting to know you and your family.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Cooking
  • Music

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

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