About Us

My journey began in our proud, yet quaint, little community roughly 40 years ago. My formative years made it quite clear that expectations here were ones of hard work and strong character, and twelve wasn't too young for a boy's first formal job. My journey continued as I graduated Heritage Hills High School and later from Vincennes University - Jasper with a degree in business. It was also during this time that I met my wife. Holly and I settled down in our humble little home in Mariah Hill where we now raise our two children. If you drive by you might catch us playing music or riding bikes. You might even see us preparing for a fishing or backpacking trip. Who knows? Adventure is certainly in our bones.

Along with raising my family, there are so many important things in my life. Leading worship music at our church, volunteering as a board member for Spencer County CASA, supporting our Spencer County Chamber of Commerce and serving our clients every day are all different ways I have the pleasure of serving others. These are things that are important to me and, Lord willing, this is where I'll be the day my journey ends.

So, why do you get out of bed each day? Why do you go to work? Why do you volunteer your time and resources? These are the type of things I want to know. I want to know what's important to you and since 2013 this is why and how my team and I have been helping clients in our community reach their unique financial goals. Whether you are preparing for retirement, living in retirement, saving for college, or making sure you are prepared for life's unexpected events, it is my goal to provide you with the advice, guidance, tools and support you'll need to navigate your financial journey.