Sixteen years ago, I moved my family from Chicago to the small community of Wheatfield, IN. Here I spent the next 10 years working as a pastor with at-risk youth. I learned both the value and power of a trusting relationship as I spent many hours a day pouring into the lives of troubled youth who had never been given much of a chance to succeed in life. Learning to listen to the dreams of these youth and helping them to take steps forward towards success continues to be one of the most precious gifts I have been given.

These experiences, along with many others, led me to pursue a lifelong career as a financial advisor that began in 2013. Over the past ten years, I have come to learn that my job is much more than just talking about investments, stocks and bonds, but truly is about building a trusting relationship that carries through all seasons of life. In this office, we hope to both teach and demonstrate by how we live our lives that investments are simply tools by which we go about living a life that betters ourselves, our family and friends and our communities.

My ideal clients are individuals and families that are truly looking for a relational partnership in order to create a financial strategy that captures the most important goals across life. At our office, we use an established process that will help identify and document your financial goals while capturing your personal risk level. We provide individualized strategies for people to build, protect and distribute wealth throughout their lifetime. Success in these three strategies will lead to a discussion on estate considerations and leaving a legacy to those people and organizations that mean the most. I am committed to lifelong learning and growing my personal and business knowledge in order to best serve my clients in an ever changing financial landscape. In 2023, I completed my studies to attain the CERTIFIED FINANCIAL PLANNER™ certification.

In the community, I continue to be involved with youth through serving on the board of Junior Achievement and operation roundup for REMC. Additionally, I serve on the board of Porter Starke Services and the Jasper County Recovery House. I am a current member of the Wheatfield and DeMotte Chambers. Every year, I do an annual food drive and Toys for Tots collection. Let us show you how we can work together to make a difference in your tomorrow.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

My Personal Interests

  • Hiking
  • Cycling
  • Spending Time with Family
  • Traveling
  • Volleyball

Office Information

Mailing Address

P O Box 6 496 S Bierma Suite 3 Wheatfield, IN 46392

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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