It is my pleasure to serve the financial, insurance and investment needs of professionals and small business owners, as well as families preparing for and currently enjoying retirement. Working alongside my branch office administrator, Crystal, our mission is simple: With a focus on honest, caring relationships and world-class service, we help give our clients confidence in their financial future.

My father was a financial advisor for 30 years. His influence has had a perpetual impact on my practice and my team. Like him, we show up, work hard and deliver on our promises. We pride ourselves on those things that we can control – such as our proactive approach, mindset, high standards and willingness to adapt.

I graduated from Wabash College with a bachelor’s degree in political science and later earned the Accredited Asset Management Specialist™ designation and CERTIFIED FINANCIAL PLANNER™ certification. Registered and licensed in a variety of states, I am able to serve clients both locally and nationwide.

On a personal note, I am a member of the Michiana Estate Planning Council and the South Bend Rotary Club and president of the Studebaker National Museum Board of Trustees. When not in the office or volunteering, I enjoy time with my wife, Ashley, and our daughter, downhill skiing in the winter months or winding down at a local restaurant with a glass of cabernet at the end of the week.

I’m certainly not in this line of work for the accolades but recognition locally, within Edward Jones and nationally is always a humbling acknowledgement that we are hitting the mark for our clients. These include:

- 2022-2023 Forbes Best-in-State Wealth Advisors in Indiana in 2022-2023, awarded first quarter each year, data as of June of prior year.*

- 2022 Forbes Next-Gen Best-In-State Wealth Advisors in Indiana, awarded August 2022, research by SHOOK Research, LLC. data as of March 2022.*

- 2021 Forbes Top 500 Next-Gen Wealth Advisors (Top 500 Next-Gen Wealth Advisors), awarded September 2021, research by Shook Research, LLC., data as of March 2021.*

*For all of the above, compensation provided for using, not obtaining, the rating.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning

My Personal Interests

  • Volunteering
  • Traveling
  • Skiing
  • Wine Collecting/Enthusiast
  • Art & Theater

Office Information

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 - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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Branch Team

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