Investing and finances have been an interest since I was little. When my granddad visited, he would bring a used check box full of coins. It was my responsibility to count it and divide the money between myself, my older brother and younger sister.

This simple, enjoyable task evolved into a fulfilling career of more than 25 years, allowing me to help individuals discover and develop strategies designed to help them reach their personal and financial goals.

The passion for our office is to take the often complex and confusing world of personal finance and make it clear and relevant to each person's situation. We do this by learning what is important to you, why it is important to you, using an established process to help achieve your goals and partnering with you throughout your life to help keep you on track. We delight in helping individuals and couples gain a sense of clarity and control of their future.

I graduated from Taylor University in 1992 with a finance degree and have been married to Christa for nearly 30 years. We have four children: Jonathan, Adam, Andrew and Matthew. Personally, I am involved in my church and the Gas City Main Street committee. I enjoy spending time with my family, working in the yard, exercising and some occasional golf.

My branch team consists of senior branch office administrator Stefanie Rogers and branch office administrator Cheryl Ziegler. Stefanie has been married to Brian for nearly 30 years. They have two children, Ezra and Zoe. Stefanie's interests include quiet rides in her golf cart and spending time around the pool. Stefanie has been an integral part of the office for over 25 years. Cheryl graduated from Taylor University in 1992 with a communications degree and has been married to Tim for just over 30 years. They have a daughter, Katelynn. Cheryl enjoys time with her family, traveling and trying out new restaurants.

If you're looking for a team to partner with on your financial journey, it would be a privilege to sit down with you and learn more about your goals and ways we can help you reach them.

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Personal Fitness
  • Golfing

Office Information

Mailing Address

Po Box 13 Gas City, IN 46933

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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