I enjoy serving individual investors, business owners, non-profit organizations, executives and retirees providing long term financial solutions.

I have served as a human recourse business partner serving 2500 employees and 500 leaders.

I worked as a VP of operations from 2000 to 2014 and owned my own consulting company from 2000 to 2014.

I have an MBA from Indiana University Kelley School of Business majoring in finance.

I have volunteered serving communities for the past 37 years to include serving as chairman of the board and lead pastor of a local church.

I wish to add value and make life better by helping others align their finances; growing their wealth, protecting their wealth and eventually transferring their wealth. I know my educational background and vast work experience can add value to the clients I serve to make their life better.

Office Information

Office Address

7 E Union St Liberty, IN 47353

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed
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