No matter what age, life stage and situation, or income, finances matter. It matters because we strive to reach certain goals for ourselves and loved ones, in which financial means play a key role. Whether it's planning for education, retirement, unexpected events or passing on wealth, a personalized strategy is necessary.
To set you up for success, we leverage an established process to understand your current situation and long-term goals. We then identify appropriate instruments and strategies to connect the two. With each recommendation, our focus is to effectively achieve your goal.
In each client relationship, I deliver proactive contact and clear understanding of cost. At least once a year, we meet face-to-face to review our processes and verify we are making progress. Meanwhile, I monitor the strategy and contact you if a change is needed.
After growing up in Bloomington, Minnesota and graduating from Dartmouth College, I entered the world of professional football. First, I played for the San Diego Chargers, then in player personnel management with the Tampa Bay Buccaneers. Next, I was a coach for the Chicago Bears and worked collegiality with the College of Holy Cross. I also held a variety of corporate roles with McDonald's Corporation in Chicago and Indianapolis as part of a corporate leadership program.
In all these roles, I've built deep personal relationships while creating sensible strategies and providing the necessary coaching, discipline, and caring engagement to see it through. I joined Edward Jones to continue with my passion of helping people achieve their most important goals in life. I currently hold my Series 7 and 66 registrations and Life and Health Insurance Licenses, and Certificate in Financial Planning from Wake Forest University.
My wife, Katy, and I live in Fishers, Indiana with our two daughters, Samaira and Josslyn, and two dogs. In my spare time, I coach youth sports, enjoy golfing and am active in the school community.
My Personal Interests
Office Address8049 N County Rd 600 W
Mccordsville, IN 46055
|Mon||08:30AM - 05:30PM|
|Tue||08:30AM - 05:30PM|
|Wed||08:30AM - 05:30PM|
|Thu||08:30AM - 05:30PM|
|Fri||08:30AM - 05:30PM|
|Sat||By Appointment Only|
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