After over a decade in the retail world, I realized that, if I wanted to make a difference in people's lives, I would need to change careers. My retail career did not offer me these opportunities. My search led me to Edward Jones, a firm who was known for putting the client's interests first. I made this career change in 1992 and could not be more blessed to have made the change.

My background in a variety of sports growing up taught me the value of personal effort and accountability. These lessons frame the service and advice we provide our clients today. To improve my professional skills, I obtained my CFP® certification in 2006. To improve myself personally, I obtained my blackbelt in Tae Kwon Do in 2014; very few adults take on the rigorous task of full-time training for several years to obtain this.

My family is most important to me. My wife, Rachel, and I married in 2000. We have two children, Olivia and Harrison. Both have their own passions we love to support. Olivia currently attends Purdue University where she is enrolled in the Krannert School of Business. She is majoring in business finance and Spanish. Her previous passions were volleyball and Tae Kwon Do. She was national champion for several years in Tae Kwon Do and her team placed 5th in the Nation in Volleyball. Harrison is passionate about hunting and fishing. He and I compete in bass fishing tournaments during the summer and hunt deer during the fall. Harrison also helps me train our German Shepherd in obedience as well as for competing in dock diving.

My passion to serve is shared by my partners, Amy Bauer and Sandy Parrett. Both have been with me for over 15 years. They are critical to the success of our office.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Divorce Finances
  • Intergenerational Planning
  • LGBT Finances

My Personal Interests

  • Animal Rescue
  • Volleyball
  • Traveling
  • Cooking
  • Hunting

Office Information

Office Hours

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

Branch Team

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