In 1995, I began working for Edward Jones. My practice includes wealth preservation strategies, legacy considerations, income distribution strategies and retirement plan options. My passion is helping people reach their personal and financial goals.

From 2009 to 2018, I taught an annual financial and estate planning course with Indiana University Lifelong Learning. I served as the past chair of Bloomington Chamber of Commerce board of directors and am currently a member of the Hoosier Hills Estate Planning Council. In 2007-08, I served as the president of the Bloomington Rotary Club and remain active in professional and service organizations in the Bloomington community including my church.

I received a bachelor's degree at Indiana University and am certified as an Accredited Asset Management Specialist™ from the College for Financial Planning, Denver, CO. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Additionally, I hold the following securities registrations: General Securities Representative (Series 7), State Registered Agent (Series 63) and Uniform Combined State Law Examination (Series 66). I am also a licensed Indiana life and health insurance agent.

My outside interests include spending time with my family, enjoying the outdoors and traveling whenever possible. My spouse and I have three grown children with three grandsons whom we love getting together with regularly. I am also an avid cyclist, so you may find me spending time with friends riding the hills of Southern Indiana.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30AM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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