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It is all about you – the client.
My Branch Office Administrator, Christine Olsen McCormick, and I develop a life-long partnership with clients to determine what is important to them, and we use a consistent process that allows us to build personalized strategies to help clients meet their goals. Whether you are planning for retirement, saving for college for children or grandchildren, or protecting the financial future of those you care for the most, we are here for you.
Prior to joining Edward Jones, I worked as a consultant on bank reform projects in the former Soviet Union, as a US Peace Corp volunteer in Albania and Ukraine, in bank training in Chicago and as a commercial loan officer in northern Indiana. I earned my bachelor’s and master’s degrees from Indiana University in Bloomington and hold CFP® and AAMS® professional designations.
In 2000 my wife, Julie, and I returned to my hometown of Washington to open an Edward Jones office and raise our family. We have five children – Grace, Catherine, Margaret, Will and Nick. Julie is a small business owner.
Our family is passionate about giving back to our community through serving others. Since returning to Washington, we have been involved with innumerable non-profit organizations. In addition, I am currently a member of the Indiana State Senate and have served on the Washington City Council.
Give us a call – we look forward to beginning our lifelong partnership.