While a college intern at a local Edward Jones office in Northern Indiana, I got my first taste of the impact a financial advisor can have on his or her community. A client, and local farmer, came in with his wife after selling off much of their farmland. It was a decision that had not been made lightly, and there were many emotions involved with the transition of land that had been in his family for multiple generations. The care given by the financial advisor in helping them look forward, define new goals and provide hopefulness of what was to come next inspired me to take on that responsibility myself and start a career with Edward Jones.
Today, and over a decade later, our office has served hundreds of individual families and small to medium size business owners on the west side of Indianapolis as well as many other states across the country. I currently carry the Series 7 and 66 securities and insurance licenses and am also a CFP®. My branch office administrator, Mara Fuson, and I have refined our process to serve the needs of our clients in the areas of retirement income planning, investment selection, charitable giving strategies and estate considerations.
More personally, my wife and I live in Avon with our two boys, Chase and Carson. We have an amazing church family at Radiant Bible Church and are involved in our small group. In our downtime, we travel as much as possible and can be found at our boys' games, parks, riding bikes, Indianapolis sporting events or a golf course.
My purpose is to positively impact our clients' lives by partnering with them through all of their major life events. There is nothing more meaningful than getting Christmas cards, invites to graduation open houses, and being the first to be called if our folks need financial advice. If you are looking for a financial advisor, I invite you to call us and experience the Edward Jones difference: face-to-face meetings, convenient scheduling and a personal one-on-one relationship.
- Retirement Income Strategies
- Portfolio Reviews
- Business Retirement Plans
- Charitable Giving
- Estate & Legacy Strategies
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