I always thought I wanted to be a doctor. I was good at science, and from a young age I knew that I wanted to help people. After realizing that being a doctor was not for me, it took me some time to realize how I could help other people. I finally decided to meet with my cousin because she wanted to show me what a career at Edward Jones could do for other people and not just for me. After this meeting, I realized that, aside from being a doctor, there might not be a better way of helping people and impacting their lives than to become a financial advisor.
Early in 2011, I came to Edward Jones and after all of this time, I can still say that I am blessed to be part of such a wonderful company and to be able to come to the office every day and make a difference in people's financial lives.
I come from a big family; I have 27 aunts and uncles and too many cousins to count. I work for a company that makes me feel like family and I treat my clients like they are family. Within that guiding principle, helping my "family" achieve their goals is what gets me up in the morning. I have to understand what motivates my clients and we use that to create a strategy that paves the way to their financial goals.
I went to Greenfield Central High School followed by Indiana University. I interned at Eli Lilly. My wife, Holli, and I were married in 2013. We have a daughter, Quinn, ('17) and a son, Griffin ('19).
I love taking the family camping, boating, hiking or fishing. Basically, anything outside makes us happy. I try to golf at least once a week. Our happy place is Gulf Shores, AL; we try to make it down there a couple of times per year. I am a huge Colts fan and enjoy the Pacers and Indians as well.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Insurance & Annuities
- Business Retirement Plans
My Personal Interests
- Home Improvement
Phone NumberBart M Trumpey at (317) 251-7590
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:30PM|
- Web Conferencing
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