You cannot buy happiness, but you can use a strong financial strategy to give you freedom and choice in your life. This philosophy came to me at a very young age when my dad was laid off in the mid-80s. Both of my parents went back to school to better their futures. It was a difficult stretch of life with many sacrifices. Fortunately, they had a goal, a plan and executed it which launched us into a better financial/life position.

Based on my prior experiences in science education and pharmaceuticals, we use an educational and scientific approach to understand and clarify your expectations and goals before investing any money. Providing comprehensive wealth strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of your financial concerns to ensure the strategies are appropriate for you and your family. This could include tax mitigation, estate considerations, wealth protective strategies, educational planning and charitable giving.

I am fortunately surrounded by strong ladies in my life. It all starts with my amazing wife, Dea, who made me a girl dad twice over with Isabel and Ava. We have a fun loving mini golden doodle, Lola, who rounds out our family. We love our Bloomington community and all that it offers. We love to travel to new spots. We are a family in constant motion with our girls' sporting events. I am a passionate college sports fan who loves to cheer, ok more like yell, for the Iowa Hawkeyes and IU Hoosiers.

Community service is a large part of my life as I strongly believe in giving back. I am an active board member of MCUM, an organization that helps struggling families. Our family is active at our church in Bloomington. I also belong to our local chamber of commerce along with BASCI and SCIHRA.

There is no cost in meeting with us, other than your time. It starts with a simple conversation at 812-333-0868 or email [email protected].

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Socially Conscious Investing
  • Wealth Strategies

My Personal Interests

  • Community Outreach
  • Movies & Entertainment
  • Personal Fitness
  • Spending Time with Family
  • Sports Enthusiast

Office Information

Office Address

509 W Gourley Pike Bloomington, IN 47404

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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