Hello there! I work with clients who want to get serious with preparing for the future. This involves discussions on a range of topics to get to know you and what is important to you. We don't just talk about finances, but maybe about your daughter's kindergarten class… Or maybe her wedding. We talk about your job... Or your parents... Or a trip to Alaska. In short, we talk about your life.

I understand the pressures of juggling both work and family. We need to take time to focus on what is most important to us: family, children and our legacy. This became personal when my wife was diagnosed with cancer. I vowed to be there for her. This involved early retirement from my prior job and then, when my wife recovered, joining Edward Jones to help others prepare for their future.

Prior to Edward Jones, I was the Treasurer of CTB, Inc., a Berkshire Hathaway company, and have served in various finance roles in my career. I administered CTB's retirement plans and worked with the employees in both English and Spanish. This was one of the most rewarding experiences of my 16 years at CTB. I have worked in many industries (from banking to agriculture) and in many different locations (from West Africa to Argentina).

I graduated from Williams College and received a certificate in executive management from Notre Dame University. I have held the CFA® professional designation since 1994. I work with the Kendallville community through the Lions Club. And finally, in my spare time, I love to work with jazz and R&B audiophiles to turn old vinyl records into lasting memories.

I believe my experience gives me a unique perspective and an ability to see creative solutions to any problem. I believe that listening is the key to cutting through the complexities of any issue.

I would love to start a conversation to find out what is most important to you and your family. From there we can create a plan that works for you. Give me a call if I can be of help: 260-347-0452.

Focus areas

  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Hispanic Family Finances

Office Information

Mailing Address

P O Box 846 Kendallville, IN 46755

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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