For the first 17 years of my career, I worked in the retirement community and senior living industry. I worked for the Mennonite, Grace Brethren, United Methodist and Church of the Brethren denominations as their executive running these CCRC ministries.

In 2005, I made the decision to join Edward Jones. My financial advisor had been encouraging me to make the change for years, and it has been wonderful. I love serving, educating and making real differences in people's lives. Seeing people reach their goals is deeply satisfying.

My wife, Dr. Lisa Puckett, works for Concord Schools and has been an author, speaker and college professor. We have four wonderful children. Our two sons are professional musicians and recording artists. Our oldest daughter works for Grace College, and our youngest daughter works with children with autism.

My wife and I attend Sugar Grove Church where I serve as an elder. Lisa and I enjoy working with couples who are struggling in their marriage. Both of us love working with men and women to nurture and grow them on their faith journey.

I'm a sports nut. I follow IU, Notre Dame, the Colts and more. I went to Indiana University and participated in the marching band and pep band, so I attended nearly every basketball and football game during those years. Later, I completed my master's degree at Notre Dame and became an Irish fan too.

Planning for retirement is my forte. Helping people take all their pieces and put it together and massage it into a solid strategy is something I feel confident about. In the process, I hope to raise my clients' knowledge in investments too. It's the "teach a person to fish" theory.

My branch office administrators are Lisa Maxwell and Kendra Lopez, and we all want nothing more than to serve you as deeply as we can. I'm so pleased that so many of our clients have become our friends over the years. We are available and approachable and will take the time you need to understand the process and answer all of your questions.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • New Investors
  • Estate & Legacy Strategies
  • Divorce Finances
  • Charitable Giving

My Personal Interests

  • Golfing
  • Music
  • Traveling
  • Sports Enthusiast
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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