In 1999, I began my career as a financial advisor for Edward Jones. After being located at 75th Street and Shadeland Ave for over 23 years, we made the decision to move north to Crosspoint office park near 96th Street and I-69.

With over 23 years as an Edward Jones financial advisor, I have built my practice by understanding what's most important to my clients. By partnering together, we build personalized strategies to help them achieve and track their financial goals.

A lifelong resident of Indiana, I earned degrees in agricultural economics and mechanical engineering technology from Purdue University. I hold the FINRA Series 7 and 66 registrations, along with my life, accident and health insurance licenses for the state of Indiana. I have also achieved the AAMS™ designation from the College for Financial Planning.

My wife, Nancy, and I have three children. One has graduated from Purdue University as an electrical engineer, the second is at Purdue studying electrical engineering and the third will be attending Purdue studying Corporate Event Planning.

I am active in the community as a member of BRAG, North Shadeland Alliance, the finance and endowment committees of Fisher United Methodist Church, and the SERTOMA Club of East Indianapolis. I am currently a board member of SERTOMA Club of East Indianapolis, where I have also served as president and chairman of the board.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Sailing
  • Fishing
  • Outdoor Enthusiast
  • Home Improvement

Office Information

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