With so many options and information available today, many investors value a partner who can help them make sense of the options to achieve their investment objectives. I have spent my career navigating financial markets, and I enjoy using my experience to help my clients utilize the available tools to reach their financial goals.

I began my Edward Jones career in 2005. I serve a variety of clients whose objectives include planning for and living a successful retirement, estate strategies, wealth transfer and education savings. My ideal client is the serious, long-term investor who values my advice and experience in helping them achieve their financial goals.

One thing I enjoy about the nature of my business is the ever-changing landscape of financial markets and regulations. To continue to provide outstanding service to my clients, I have earned multiple financial certifications including the Chartered Financial Consultant (ChFC¿), Chartered Life Underwriter (CLU¿), and Accredited Asset Management Specialist (AAMS¿) designations. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I proactively serve clients by collaborating with accountants and attorneys to deliver a comprehensive strategy that leverages everyone’s expertise. By understanding what is important to my clients, I utilize all tools available to tailor a unique solution to serve their needs and reach their objectives.

I am proud to be a native Hoosier. I grew up in Washington, IN, a son of three generations of railroaders. I went on to earn a bachelor’s degree in business from Hanover College, where I met my wife, Amy. We have been blessed with two great kids, and we enjoy coaching their sports teams together and staying active outdoors.

I enjoy making a difference in our community, one client at a time.