As an Edward Jones financial advisor it is important to invest my time to understand what is important to you. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

I began my career at Edward Jones in 2007, and the following year opened my office in the cozy bedroom community of New Carlisle. Prior to Edward Jones most of my work experience was in small businesses. My father started and ran a family business for more than 40 years on the west side of St. Joe County. It was there I cut my teeth on hard work and understanding the value of a dollar.

My wife, Rachel, and I have been married over 17 years and have five children. We are very involved with 4H, our church and local community, and investing into our family. I graduated from Indiana University with a B.S. in business administration.

Senior branch office administrator, Kimber Vaundry, and her husband of over 40 years have three married daughters and seven grandchildren. Kimber is very involved with her church and as a volunteer on the New Carlisle Hometown Days Festival committee. She is dedicated to providing our clients with personal and professional service.

Relationships are an integral part of life and meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and personal lives. Contact us if you would like to learn more of the service our clients experience.

Focus areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies

Office Information

Mailing Address

P O Box 733 New Carlisle, IN 46552

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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