As an Edward Jones financial advisor, I believe it's important to invest time in understanding what is important to you before investing your money. Working closely with you, your CPA, your attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

In 2010, I joined Edward Jones as a financial advisor, after more than a decade of serving in the Christian entertainment industry. I earned my bachelor's degree from Ball State University. Kory, my wife of 25 years, is also a graduate of Ball State. We have two children, Evan (age 21) and Ella (age 18), and two furry babies, Tripp and Chewy, who keep us very busy. I enjoy golfing when I can, traveling with family and outdoor activities with Kory and the kids.

As an active member of the community, I have had the privilege to serve as a board member of the Marion High School Alumni Association, co-chairman for the finance committee for the Community School of the Arts and was appointed by the City of Marion to serve on the board for Marion Commission on Industrial Development.

In 2015, I became a limited partner at Edward Jones. In the following years, I was appointed the performance leader, recruiting leader, then client transitions leader for our region in North Central Indiana. In 2020, I qualified for the Managing Partner Conference in St. Louis, MO. Recently, I was named to the 2022 and 2023 Forbes Best-in-State Wealth Advisors in Indiana. (Source: Forbes Best-in-State Wealth Advisors for Indiana in 2022 and 2023, awarded first quarter each year, research by SHOOK LLC, data as of June of prior year. Compensation provided for using, not obtaining, the rating.)

Focus areas in my business include pension and savings planning for local businesses; client-tailored solutions for individual financial goals; and assisting clients with generating the income necessary to sustain retirement. Hard work, dedication and a passion for helping individuals achieve their long-term investment goals have assisted me in growing a successful practice.

I look forward to the opportunity to get to know you and your family and I am prepared to give you the quality service that you so deserve.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Football
  • Art & Theater

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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