In 2008, Edward Jones took a chance on a 22-year-old kid out of St. Charles, MO. I remember opening my branch office and clients would joke about my age. Some even nicknamed me the “Doogie Howser of Finance”. As time goes by some things have changed and nobody ever mistakes me for being young anymore. However, one thing that will never change is our commitment to helping our clients reach their financial goals.
My goal is simple… I want to help people meet their goals and find out what their “why” is and what is important to them. We strive to exceed our clients’ expectations and want them to feel fully understood, informed, in control, secure and confident about their most important financial goals. We focus on taking the complex world of investing and breaking it down to your personal goals.
I hold the series 7 and 66 registrations, life and health insurance licenses and AAMS® designation. As a limited partner in the firm, I have held many leadership responsibilities over my tenure.
I have supported and served many organizations in the community over the past decade including — IUL Exchange, IUL Exchange Leadership Fellow, Perry Senior Citizens Services Board, Greenwood Business Networking International, Alpha Phi Alpha and First Baptist Church Finance Committee.
My senior branch office administrator, Liz, has over 16 years of experience and branch office administrator Hanna, a customer service rock star, is a new addition to our team. They are both dedicated to providing the highest level of service possible and strive to provide the ideal client experience.
Personally, I enjoy staying active and most anything related to fitness. My beautiful wife, Brooke, and I have three wonderful children: Jasmine, Jackson and Jenia, and our dog, Prince. We live on the Southside and absolutely love the community. We enjoy chasing after the kids and traveling whenever possible.
We look forward to serving you and our community for many years to come.
3725 E. Southport Road, Suite C
Indianapolis, Indiana 46227
(866) 883-0244 toll free
(866) 462-5093 fax