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 have two children in college. My son will graduate from Purdue with a computer science degree in 2021. My daughter goes to University of Oklahoma and will graduate with a degree in dance as well as human resources in 2023.

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

Focus areas

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

My Personal Interests

  • Skiing
  • Active Lifestyle
  • Canoeing
  • Cycling
  • Music

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