Since 1998, I've had the privilege of serving clients from my local Edward Jones branch in downtown New Albany. Helping clients achieve their financial goals is what motivates me most about my practice. To see a client through to their end goal, whether it be retirement, education or leaving a financial legacy, is very exciting for me and my branch team.

I have volunteered in various capacities for Edward Jones over the years, including coaching, training and mentoring new financial advisors to serving on the hiring team.

Along the way, I was named a limited partner with my firm in 2003.

Aside from serving clients through my investment practice, I have also been very involved in the community. I have been active in the Rotary Club of New Albany since 1999, having served as secretary, president, and membership chair. I have also been very active in my church as well as my kids' school, with volunteerism ranging from serving on the finance committee and the school commission to coaching youth sports. I previously served for several years on the Horseshoe Foundation Grants Committee and I currently serve as a board member for the Community Foundation of Southern Indiana. Being locally active is important to me as a way to give back to a community that has been so supportive of my practice over the years.

My wife, Christy, and I have four kids - Foster, Cooper, Felicity and Fletcher. We are active in our kids' sports, and we also love to travel, camp and spend time with family.

I work closely with my branch team, Nancy Novotny and Ann Bramer. Nancy and Ann are also limited partners with the firm. Together, we strive to continually provide a high level of service and personalization to our clients. We use an established process and we love partnering with our clients to help them accomplish what's most important to them financially.

My Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Traveling
  • Running
  • Camping

Office Information

Mailing Address

P O Box 1314 New Albany, IN 47151

Branch Team

Email Me

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