My goal is to build a financial strategy around what is important to you. It all starts with your goals and dreams in life. What do you want to accomplish? What does retirement look like to you? What type of legacy do you want to leave? Once we establish your goals, we can strategize how to help you reach your goals and dreams.
This is where your story begins but not where it ends. I believe in regularly scheduled communication with my clients. You will have regular calls so that I can update you on the markets and its impact on your hard-earned money. This is also a great opportunity to let me know what is on your mind. We will meet at least once per year in person to review your portfolio and look at your risk, cost and performance. The main focus of this appointment is you and your financial strategy to help ensure you are on track to meet your goals and dreams. I also enjoy meeting with my clients for a breakfast or a lunch so we can get to know each other on a personal level. This is my favorite meeting!
I grew up in a small Indiana town and, as a teenager, worked on farms to earn extra money. Those summers taught me a strong work ethic and to be grateful for my blessings. I attended Indiana Wesleyan University and graduated cum laude with a degree in business management. I have been in the financial services industry for more than a decade. My wife and I have two boys that keep us busy, and we have lived in the Mooresville, Indiana area for nearly twenty years. I am involved in our community and enjoy giving back to the community.
I would love to grab a coffee with you or breakfast; just give me a call and we will schedule a time to meet!
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Community Outreach
- Personal Fitness
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More