Our team focuses on helping those with complex financial situations. Many of our clients come to us during times of transition such as retirement, sale of a business, loss of a loved one or receiving an inheritance. We spend time getting to know you and what's most important to you. Then, we work closely with you and your tax and legal professionals to develop strategies that will achieve your goals; strategies which we will help you implement. Once the plan is in place, we will partner together throughout your life to keep you on track. We do this while respecting confidentiality and providing full transparency of costs. The relationships that are formed through this process and over the years are deeply meaningful and are what bring us to work each day.
After graduating with a bachelor's degree in financial services from Indiana State University, I chose to stay here in Terre Haute, the town I love. I am in my 12th year as a financial advisor with Edward Jones. In 2015, I earned my CFP® certification and in 2022, our team was named to the Next-Gen Best-in-State Wealth Advisors 2022 by Forbes and SHOOK Research.*
On the personal side, my wife, Gina, and I were both born and raised in the Terre Haute area – this is home. We have two children, Nora and Tate, who keep our lives busy and exciting. I have been exceptionally blessed in my life and two ways I try to pay it forward are by serving as Chair of the Board for a program called Creating Entrepreneurial Opportunities (CEO) and also leading a men's ministry called Dudes and Donuts. One thing that many people don't know about me is that I love drinking good coffee and espresso and learning different methods of grinding, brewing and preparing the perfect cup.
Supporting me in the office are Mandy Locke and Brittany Brown, who bring their passion for client service to work every day. They have 10 years of combined experience at Edward Jones. I feel very blessed to work with them.
*2022 Forbes Top Next-Gen Wealth Advisors Best-In-State in Indiana, awarded August 2022, research by SHOOK Research, LLC. data as of March 2022. Compensation provided for using, not obtaining, the rating.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Charitable Giving
- Socially Conscious Investing
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
Office Address674 Ohio Street
Terre Haute, IN 47807 opens in a new window
Phone NumberMark A Metheny at (812) 298-9390
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