Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

  • Bachelor of Science, Marketing, Purdue University - 1984

Community participation

Preparing to depart for Appalachia Service Project - 2022
Preparing to depart for Appalachia Service Project - 2022

Bethel United Church of Christ - Youth Advisor, Church Council, Personnel Committee, Choir

Appalachian Service Project - Mission Trip Leader (2007 - present)

Swim Coach - Evansville Central High School (2008-2023)

Interests

Spending time with my family is something that I never take for granted. My wife, Leesa, and I have known each other since childhood and were married in 1984. We have two children, Meghan and Stuart and three grandchildren, Lillian, Charlotte and Theodore

In addition to family time, I enjoy all manner of outdoor activities. I also enjoy flying when time permits. My work with youth - whether through church or coaching - is also an important part of my life.

My photos

2 albums
close