Our team’s passion is listening to clients share their story. Each client’s vision inspires us to partner together to help achieve what matters most to them. As we work together with our clients, we understand that what we do goes beyond the numbers.

We strive to bring the abstract to reality. Our highly personalized financial guidance is designed to help ensure your strategy fits your specific needs. Working together with your CPAs, estate planning attorneys and Medicare specialists helps bring clarity to your complete financial picture.

Outside of the office, I enjoy spending time with my wife, Bethany, and our three children, Elston, Carver and Audie. Together we enjoy biking, hiking, traveling, serving at our church and volunteering at Lafayette Transition Housing. One of our family goals is to have lunch at the bottom of the Grand Canyon. I received my Bachelor of Science from Indiana Wesleyan University and earned the AAMS® professional designation from the College of Financial Planning.

Branch office administrator Luanna Barker brings unique experience and personal care for each of our clients. Prior to joining the team, Luanna was a personal assistant to regional leaders at State Farm Insurance. She enjoys time with family, crocheting, serving at her church, cooking and baking. Once you meet her, you will see why she is considered the sunshine of our office!

We are involved in giving back to the Lafayette community through Christmas for Everyone and Alzheimer’s Awareness.

What matters most to you? We are ready to listen.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Savings Strategies

Office Information

Office Address

900 Kossuth St Ste 5 Lafayette, IN 47905
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