I have been told on many occasions that despite having a modest start in life, I was seemingly born to be a financial advisor. My career with Edward Jones gives me a deep sense of fulfillment through helping families improve their financial outlook.
Melinda Bailey, my office administrator, and I have one simple primary goal: Fostering an environment where our clients feel heard, understood and valued. We want to get to know you! Our approach provides an experience we would want for our own friends and family. This business is personal for us, and we do not take your goals lightly. Once we help you identify those goals, we custom-build the necessary strategies you will need to help achieve them.
I grew up in Muncie and have lived in Indiana for most of my life. Upon graduating from Lipscomb University in Nashville, TN in 2005, I landed in Kokomo and have been here ever since. Shortly after arriving, I planted some roots, married (way) out of my league, and earned my MBA from Indiana Wesleyan University.
Our 10-year-old son and 8-year-old daughter are our world. I have coached about every sport imaginable at this point and would not trade those experiences for anything. When not at work or school, you may find us doing anything from playing board games to going to church to working on our treehouse!
We love this Kokomo Community. Tasha and I enjoy leading pre-marital retreats with Preserve Marriage Ministry. I serve on the planning committee for the annual Walk to End Alzheimer's, volunteer on two local boards of directors and have been blessed to mentor local at-risk elementary students through Bridges Outreach. Each year, our Edward Jones office serves as a collection location for Toys For Tots, providing Christmas gifts for local families.
We are still accepting new clients at this time and conversations are complementary, so call us today at 765-450-5301.
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address2985 S Webster St
Kokomo, IN 46902 opens in a new window