Originally from West Central Indiana, my family, including my wife, D'Lee, and our two children, have lived in the Bright area since 2001.

After four years in the US Marine Corps and graduating from Purdue University with a bachelor's degree in electrical engineering technology, I was transitioned to the Cincinnati home office for Procter & Gamble which led us to settle in Bright. After many years and many assignments that took us around the world, I finally decided to leave P&G and start a new career with Edward Jones. I was also able to obtain my MBA from Xavier University while at P&G which further ignited my passion for finance and teaching others. That passion for teaching carries over to Edward Jones where I have the opportunity to help clients understand what's truly important to them and assist them with developing a strategy now that can help them reach their future goals.

My time in the Marine Corps and subsequent professional career have cemented my focus on servant leadership which continues in my current role as a financial advisor with Edward Jones. The number one principal for servant leadership is the art of listening and not simply waiting for my turn to talk. I want to hear what you have to say and better understand what's most important to you, today, tomorrow and continuing throughout your life.

I truly enjoy working with others and making a positive impact in my community through volunteerism. For this reason, I focus attention on serving and educating our local Veterans and their families. I have the privilege of serving on the executive committee of the St Leon, IN Post 464 American Legion Post, The Forty & Eight - Voiture 612 and also on the leadership board of our local Bright Area Business Association.

Relationships are key and Kathy and I will partner together throughout your life to keep you on track. Your time is valuable and we welcome the opportunity to provide you with our highly personalized services.

My Personal Interests

  • Golfing
  • Football
  • Auto Racing
  • Basketball
  • Home Improvement

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings

Branch Team

Email Me

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