I truly enjoy helping clients plan for and work toward attaining their financial goals of retirement and college education for their kids.

I have always been interested in finance and investments. While watching stock prices in sixth grade, my grandfather encouraged my passion by seeding me with some money to invest for real. My interest grew from there.

I earned my bachelor's degree in business finance at Indiana University in 1991 and have been a financial advisor with Edward Jones since 1994.

I am married to Heidi and together, we have four kids. Howie graduated from Purdue with a data science degree in 2021. Charlotte goes to University of Oklahoma and will graduate with a degree in education in 2024. Michael is a captain in the Indiana Guard. Kate works for Sam Pierce Chevrolet.

We live in Carmel, IN and love to ski, golf, cycle, disc golf, travel and spend as much time as we can with family and friends.

My senior branch office administrator, Donna Sharp, started with Edward Jones in 2001 and is dedicated to providing our clients with the highest level of service possible. We work well together as a branch team. Please do not hesitate to call her with any service questions.

Focus areas

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

My Personal Interests

  • Active Lifestyle
  • Skiing
  • Golfing
  • Cycling
  • Music

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