In our Richmond, Indiana office, my team and I have a vision to build personal relationships within the lives of our clients and deliver personalized service that is aligned to help us better understand and meet your unique goals and needs. We work together with you, utilizing a three-step process to determine what is important to you, with learning what your dreams and goals are being step one. Next, we utilize our established process to align your investments with your goals. Lastly, we partner with you, your attorney and CPA to monitor your progress in reaching your goals over the long term.

I began my career with Edward Jones in 1995 as a financial advisor. During my career, I have experienced two significant downturns -one after the September 11 terrorist attacks and the other being the Great Recession of 2008-2009. Those two periods of time taught me that with adversity comes opportunity. Our branch team thrives during volatile times in helping clients to take advantage of those opportunities. In 2016, I was named a general partner with Edward Jones.

Our team includes Gary Buchanan, who joined us in 2014 to assist in delivering personalized service to clients. Outside of the office, Gary has a passion to help mentor at risk children. Monica Edwards joined in 2020 and is dedicated to providing the highest level of care and service possible to clients. I am currently the president of the St. Vincent DePaul Tri County Conference, assisting families in moving from impoverishment into independence.

What is most important to our team is building and maintaining solid relationships that will make a difference in your and your families’ lives. We come to work each day honored to help others achieve their financial goals.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Connect on Social

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More