I am an Edward Jones financial advisor in Columbus, IN. I received the CERTIFIED FINANCIAL PLANNER™ professional designation and graduated from the Kelley School of Business at Indiana University - Bloomington, with a bachelor's degree in finance. In addition to the education and examination components of my certification, I've also committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.

My team and I enjoy partnering with a select group of individuals, families and business owners throughout the country to develop and implement comprehensive solutions to their financial needs.

We help clients organize and simplify their financial life. We believe this is best accomplished by first gaining a thorough understanding of their personal goals and then delivering highly personalized service and solutions to accomplish them. This includes collaboration with other trusted advisors, such as CPAs and estate planning attorneys, to help ensure each client's comprehensive strategy is seamlessly implemented.

My team and I assist clients to define and achieve their financial goals through a highly personalized process of understanding, analysis, action and review.

We excel at providing retirement income planning and portfolio strategies, tax-advantaged investment strategies, estate considerations and wealth preservation strategies.

Our team's experience and dedication, help enable us to make a significant, positive impact in the lives of our clients.

Accolades:

Named to the 2021 Forbes Top Next-Gen Wealth Advisors
(2021 Forbes Top Next-Gen Wealth Advisors (Top 500 Next-Gen Wealth Advisors), awarded September 2021, research by Shook Research, LLC., data as of March 2021. Compensation provided for using, not obtaining, the rating.)

Named to the 2022 Forbes Best-in-State Wealth Advisors in Indiana
(2022 Forbes Best-in-State for IN awarded April 2022, research by SHOOK Research, LLC. Data as of March 2022. Compensation provided for using, not obtaining, the rating.)