I provide advanced financial solutions to successful business owners, executives, families and individuals. My goal is to build sound client portfolios that are designed to meet my client’s needs. As I structure a plan for a client, I become certain of their objectives, and I apply strategies that are designed to meet their goals.
Wealth Management Approach
I work with a company, family or individual to make investment recommendations based on the client’s needs. My commitment is always to listen, understand, serve and advance my client’s best interests. My personalized solutions are designed to help clients accumulate, protect and transfer wealth while also enjoying it along the way. My approach also attempts to minimize taxes and proactively manage risk. I structure portfolios to keep the cost of investments and managed programs low. It is my hope that my efforts will help clients realize their goals and dreams.
I trust in my experience and have loved working for 15 years in the Investment and Planning professions. I am a graduate of Purdue University with honors in Psychology and Statistics. I annually attend symposia and conferences geared toward current tax, retirement, business, estate and legacy planning for the affluent. I hold the Series 7 & 66 securities registrations and am licensed to sell Life and Health Insurance.
The health and happiness of my family, clients and friends matters most. I enjoy learning, teaching, exercising, traveling and playing golf. The Arts, music, charitable giving, education and leadership are passions.