I focus on a comprehensive financial planning process. The first step is collecting and analyzing information based upon a client's total financial situation. Next is identifying and establishing specific goals, and finally formulating, implementing, and monitoring the plan to achieve the goals.

I received my Bachelor of Science degree from Purdue, and passed the FINRA series 7 (General Securities Registered Representative) and 66 (The Uniform Combined State Law Examination) tests. This combination qualifies me as both a securities agent and an investment adviser representative. I also hold Indiana Life and Health, and Property and Casualty Insurance licenses.
My wife (Terri) and I were married in late 1972 and have three grown children: Chris, Nate, and Jennifer. We currently enjoy our two grandchildren and anticipate the arrival of a third in the Fall. We attend Crossroads Community Church and are active there.

 

 

 

 

Contact me today to make an appointment.