In 2002, I began my career as a financial advisor with Edward Jones.

I earned a bachelor's degree in business marketing from the Kelly School of Business at Indiana University (IU). In addition, I have received the professional designation of Certified Financial Planner™ (CFP®). The certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility, and comply with the Financial Planning Practice Standards.

My wife, Kristina, and I have four children. Kristina is a graduate of Indiana University with a degree in early childhood education. We enjoy the outdoors and are huge IU fans!!

I am active in the community, serving the Boys and Girls Club of Morgan County, the Mooresville Kiwanis Club and as a board member for the Kendrick Foundation. We are also members of Mt. Gilead Church.

My branch office administrator, Denise Aspin, has over 14 years of experience and is dedicated to providing you with the highest level of service possible.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Wealth Strategies

My Personal Interests

  • Personal Fitness
  • Basketball
  • Hunting
  • Outdoor Enthusiast
  • Spending Time with Family

Office Information

Office Address

808 N Samuel Moore Parkway Mooresville, IN 46158

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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