Growing up, I always had an interest in investing. In my freshman year of high school, I took a virtual stock market class and I really enjoyed it. At that point in time, I decided I needed someone to educate me and guide me with investing and help me reach the financial goals I had. I walked into an Edward Jones office and the financial advisor spent the time to help me with my goals. That experience led me to work for Edward Jones so that I could help those who have the same questions and concerns.

As your Edward Jones branch team, Christy and I believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I will help determine the most appropriate financial strategy for you and your family. I use an established process to understand what matters most to you, develop and implement personalized strategies and partner together to help keep you on track. We strive to exceed our clients' expectations and want them to feel fully understood, informed, in control and confident about their most important financial goals.

I hold the Chartered Retirement Planning Counselor™ professional designation. This advanced training program focuses on the pre− and post−retirement needs of individuals. Some study topics include principles of retirement planning, sources of retirement income, employer−sponsored plans, deferred compensation plans, plan distributions, investment strategies during retirement and planning for incapacity, disability and long−term care.

I also hold the Accredited Asset Management Specialist™ professional designation.

I am a Ball State University Cardinal, and I enjoy giving back to my community. I'm a volunteer firefighter/EMT and a board member for multiple nonprofits in the community. I am a passionate outdoorsman who enjoys hiking, kayaking and fishing with lifelong friends. Fall is my favorite season because I get to go ghost hunting, haunted housing and pumpkin carving.

I look forward to getting to know you and understanding what's most important to you; let's talk over coffee or lunch.

You can reach me by calling 317-392-2723 or emailing [email protected].

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Community Outreach
  • Hiking
  • Volunteering
  • Outdoor Enthusiast
  • Canoeing

Office Information

Office Hours

Office Hours
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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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