You matter!

My desire to treat others the way I want to be treated is paramount in this branch office. Among the many lessons I learned growing up in a small Midwestern town, respect, honesty and integrity are some of the most important. Since becoming a financial advisor in 2001, I've been blessed with a career that has allowed me to apply these characteristics to help positively and significantly impact the lives of people and my community.

My branch office administrator, LeAnne, is a critical part of my team. We partner with a limited number of families to accumulate, protect and transfer wealth in order to build sustainable retirement income and secure their financial impact and legacy. The client experience we deliver emphasizes a results-oriented focus and extraordinary attention to details and follow-through.

We use an established process to discover and understand what matters most to our clients, develop and implement personalized strategies, and partner together to keep them on track throughout their lifetimes. We strive to exceed our clients' expectations and want them to feel fully understood, informed, in control, secure and confident about their most important financial goals.

Personally, I enjoy staying active and adopt a "work hard, play hard" approach to life. My amazing wife, Catherine, and I are blessed with five wonderful children between us; Morgan, Emma, Carter, Elena and Nora. We enjoy time together with friends, family game nights, great food and traveling as often as possible.

Give me a call today at 765-759-7030 to get started establishing your own personalized financial strategy.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Portfolio Reviews
  • Wealth Strategies
  • New Investors

My Personal Interests

  • Running
  • Triathlons
  • Music
  • Spending Time with Family
  • Volunteering

Office Information

Office Hours

Office Hours
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

Email Me

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