Being an Edward Jones client for 15 years and having 35 years of international business experience has provided me with ample opportunity to work through many of the same issues my clients will face. My financial advisor had a tremendous impact on me personally and professionally with his familial manner, knowledge and assessment of investments. I became a student with a strong belief that I could help others develop a strategy and build their own success.

Now that I am 'retired' from my first career, it turns out helping my clients become more financially secure has been tremendously rewarding. An engineer by training with a Master of Science in management from Purdue, I have been able to use many of the same analytical and problem-solving skills in helping my clients meet their goals. In addition, while working in the corporate world, I worked with startup businesses in the US, North America, South America, Europe and the Far East. This global perspective has also helped provide a solid understanding of strategies for investing and diversification.

When you become our client, you enjoy a team approach to your financial problem solving, with the service team of Char Conwell and myself. While I look at the big picture to help you stay on track, Char is dedicated to helping you with all of your service needs. Char, an IU graduate, has extensive retail sales, sales management and human resources experience. We are both focused on providing clients the best possible care.

My wife, Linda, and I grew up in central Indiana and relocated five times during the course of my first career. We are proud to say we are 'back home again in Indiana' to be near our daughter who leads our 73-year-old family business and our grandchildren. In my spare time, I enjoy golfing, water skiing, watching sports and traveling.

We look forward to the opportunity in getting to know you, helping you feel better informed, in control and secure about your financial future.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Active Lifestyle
  • Golfing
  • Personal Fitness
  • Skiing
  • Basketball

Office Information

Office Address

2159 Glebe St Suite 150 Carmel, IN 46032

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 07:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 07:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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