I am a financial advisor who works to provide financial strategies to pre-retired and retired individuals. I use my nine years of financial services experience to help clients work toward reaching their financial goals and reliable income sources in retirement. My focuses consist of tax reduction strategies, estate considerations, planning for retirement, insurance and long-term investment strategies.
I focus on a holistic approach by helping reduce financial risks, optimize current financial situations, identify potential growth opportunities and, by working with your team of estate-planning attorneys and tax professionals, help you develop a comprehensive estate strategy. Together, with your team of professionals, we will work to develop a financial strategy that balances your short-term actions and strategies with your long-term financial goals.
Originally from Tennyson, Indiana, my wife and I live in Boonville with our two children. I am an active member of the community, serving as president of the Boonville Kiwanis Club. In my free time, I enjoy hunting, fishing, farming and spending time with my family.
I began my Edward Jones career in 2017 as a financial advisor in Newburgh, IN. Prior to that, I was a financial advisor with Raymond James since 2015 and an associate since 2012 in Boonville, IN. I attended the University of Southern Indiana and graduated in 2013 with a bachelor's degree in finance.
I hold the following:
- ChFC® (Chartered Financial Consultant) designation
- CRPC® (Chartered Retirement Planning Counselor) designation
- Uniform Combined State Law (Series 66) registration
- General Securities Representative (Series 7) registration
- Life and annuity insurance license
- Retirement Income Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Business Retirement Plans
- College Savings
My Personal Interests
- Spending Time with Family
Phone NumberDillan G Black at (812) 853-5584
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