As a financial advisor, I enjoy developing long-term relationships centered around building wealth, living generously, and leaving a legacy. We act as a sounding board for our clients, using an established process to bridge the gap between what can be controlled and what matters most.

I have earned the CFP® certification and AAMS™ designation, equipping me to assist with complex client needs and collaborate with your tax and legal professionals to formulate tax-efficient investment, income, and estate strategies.

When working with individuals and families, my team and I commit to:
• Communicating proactively to keep you informed
• Organizing your personal finances to create simplicity and peace of mind
• Developing a roadmap for your financial priorities
• Identifying and mitigating risks to your strategy

We are often introduced to individuals as they approach retirement, change careers, sell a significant asset or receive an inheritance. I am proud to serve a diverse group of clients across multiple states. I particularly enjoy working with clients who have complex financial priorities and actively collaborate with our team.

My wife, Rachel, and I live in Worthington with our children, Josh and Eliza. Outside the office, I serve on the Children's Hospital Development Board, the Tri-Village Rotary and the Financial Planning Association. I am committed to physical fitness and improving my golf game. I enjoy grilling out, exploring new restaurants, traveling with my family and cheering on the Hoosiers.

Laura Stealey joined the firm in 2004 and is dedicated to providing our clients with the highest level of service possible. She grew up in Fairbanks, AK, has two grown sons and is an animal lover. Laura is an avid English Premier League soccer enthusiast and enjoys running, boxing and hiking.

Marcia Herr joined the firm in 2011 and focuses on deepening client relationships. She is active in regional leadership for the firm and provides mentorship to new associates. Marcia and her husband have two sons and spend time supporting the boys' sports. She loves to read and is a lead vocalist at Lewis Center UMC.

My team and I are committed to providing highly personalized service, focused on your unique needs. Together, we'll strive to achieve your goals and ensure that you feel understood, informed, in control and secure about your future.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Personal Fitness
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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