I get to help people for a living. What can be better than that?
Having the opportunity to serve others and help them achieve their goals is a privilege I don't take for granted. I never knew this would be my profession, but I'm so happy I'm here.
In my previous career, I worked for many years as a video producer - writing, shooting and editing commercials and videos. As much as I enjoyed the technical and creative aspect of my job, what I liked the most was the opportunity to work with great people. I really enjoyed helping clients, building relationships and providing a service that was important to them. And as a financial advisor with Edward Jones, I now have the amazing opportunity to make a difference in people's lives. I can really get to know the people I work with and learn what's most important to them. Everyone is unique and everyone has their own special story.
On a personal note, I'm a small-town kid from Culver, IN. I graduated from IU and later tied the knot with my high school sweetheart, Michelle, who I'm blessed to have been married to for over 20 years. Together, we're raising three terrific teenage boys: Trent, Nate and Blake. We like to spend time relaxing at home, attending ballgames and concerts, enjoying the outdoors and getting together with family and friends.
As a financial advisor with Edward Jones, I am very thankful that I get to partner with incredible people, helping my clients achieve the goals that are most important to them. And I can't wait to see who I get to work with next.
Focus areas
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- New Investors
- Insurance & Annuities
Focus Areas
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- New Investors
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Movies & Entertainment
- Music
- Active Lifestyle
Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Movies & Entertainment
- Music
- Active Lifestyle
Office Information
Phone Number
Chad Stevens at (317) 351-1976Branch Team
- Janet Potts
- Sr. Branch Office Administrator
- Michelle Littler
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Monday | By Appointment Only |
Tue | By Appointment Only |
Tuesday | By Appointment Only |
Wed | By Appointment Only |
Wednesday | By Appointment Only |
Thu | By Appointment Only |
Thursday | By Appointment Only |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Monday | By Appointment Only |
Tue | By Appointment Only |
Tuesday | By Appointment Only |
Wed | By Appointment Only |
Wednesday | By Appointment Only |
Thu | By Appointment Only |
Thursday | By Appointment Only |
Fri | By Appointment Only |
Friday | By Appointment Only |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
Additional Hours
- Evenings
Connect on Social
Branch Team
- Janet Potts
- Sr. Branch Office Administrator
- Michelle Littler
- Sr. Branch Office Administrator
Branch Team
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