As an Edward Jones financial advisor with more than 12 years of industry experience, I partner with families and business owners locally in Central Indiana and around the country. I provide clients tailored financial solutions, guidance and service we through the creation of trusted relationships.

Our desire is to work with families that can benefit the most by our work. We want to understand what’s important to our clients and educate them on their investment choices, so they understand why we are implementing particular strategies and are full/active participants in achieving their investment goals.

Some of the most common goals of our clients include:
• Saving for retirement, balancing spending today and tax considerations without jeopardizing tomorrow
• Balancing paying for higher education with other goals
• Living in retirement, desire their money to outlive them, not outliving their money
• Preparing for unexpected events and minimizing their impact

Through an ongoing five step process, clients receive a personalized investment strategy consistent with their needs and risk tolerance. My senior branch office administrator, Nyla Raney, and I coordinate with other professionals, such as your CPA and estate planning attorney, along with our exceptional home office team, to implement strategies tailored to your unique circumstances.

Outside of the office, I am an active member of the Greenwood Rotary Club and a member of Emmanuel Church of Greenwood.

I enjoy many hobbies but fishing, camping and golf would be my top three. My wife, Jacque, and I are the proud parents of two active boys.

Focus areas

  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Special Needs Financial Considerations

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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