CFP®, CIMA®, CRPS®
Chief Operating Officer, Senior Financial Advisor
From an early age, I was interested in money and investing. My Dad talked with me about the stock market and we would track the stocks he owned in the newspaper on the weekends. When I was a senior in high school, I had the opportunity to take a personal finance class at a local college. I really enjoyed it and knew from that point, I wanted to become a financial planner. I was very lucky to get connected with John Hurlow and start an internship with the firm during my sophomore year of college. I was even more lucky that he offered me a full-time job after graduation. I’ve been here ever since!
I love being a part of a team that cares so much about our clients and each other. We are all 100% focused on our mission of providing our clients with clarity, confidence and comfort. Everyone on the team has great respect for each other, a passion for continuous learning, and cares deeply about providing our clients with great service and advice.
I’m very passionate about promoting financial literacy in our community. I believe that all children would benefit from learning more real-life skills, such as how to deal with money, from an early age. I’ve been involved with Junior Achievement of Central Indiana for many years, serving as a board member and volunteer. Junior Achievement’s mission is to empower children to own their future success through hands-on learning opportunities that promote financial literacy, entrepreneurship, and work-readiness.
When I’m not at work, I love spending time with my wife Katie, our children, and our dog Reese. I also enjoy traveling, watching/ attending Indy-car races, driving on my racing simulator, and building things/ working around the house.
I studied and worked abroad in Sydney, Australia during my junior year of college.
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