Strategic Advice and Guidance to Help You Live Out Your Purpose

Among the many lessons I learned growing up in a small Midwestern town were valuing people, effort, discipline and the meaning of a hard-earned dollar. Since graduating from Wabash College in 2004, I've been blessed with a career that has allowed me to apply those lessons to positively and significantly impact the lives of people and my community.

Branch Office Administrators Linda and Lori are a critical part of my team. We partner with a limited number of families to help them organize, accumulate and protect their financial resources in order to build sustainable retirement income and secure their financial impact and legacy. The client service experience they deliver emphasizes a results-oriented focus and extraordinary attention to details and follow-through.

I use an established process to discover and understand what matters most to our clients, develop and implement personalized strategies, and partner together to help keep them on track throughout their lifetimes. I strive to exceed our clients' expectations and want them to feel fully understood, informed, in control, secure and confident about their most important financial goals.

In recognition of our team's success and as a reflection of our clients' success, I was named among the 2022 Forbes Best-in-State Wealth Advisors ranking [Source: Forbes.com – April 2022; data as of 6/30/21] and have been recognized with invitations to the Edward Jones Managing Partner's Conference each year since 2015 and the Barron's Top Advisor Summit each year since 2016. In addition to serving investors, I serve as a regional leader, providing leadership and guidance to more than 50 Edward Jones branch teams throughout central IN. I became a limited partner in 2016 and was named a general partner in 2019.

Personally, I enjoy staying active and embracing a sense of adventure through different activities like hiking, scuba diving and sports of all kinds. My amazing wife, Biz, and I have three incredible kids, Anabelle, Layla and Zander, and our mini bernedoodle, Rocky. We enjoy time together with friends at the lake, family game nights, great food and traveling whenever possible.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Community Outreach
  • Traveling
  • Scuba Diving

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

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