Understanding what is most important to my clients so we can create a personal investment plan designed to help you accomplish your financial goals. Then I partner throughout your lifetime to monitor the plan and keep you on track.
APPROACH TO WEALTH MANAGEMENT
I conduct my advisory practice by providing every client with a clear and actionable financial road map built with the Envision retirement planning tool. Envision allows me to show clients their current financial health and demonstrates how they are progressing toward their desired retirement lifestyle. An Envision plan also provides clients with a clear understanding of their total assets, how much investment risk they can take, how much they can spend in retirement and how much will be left for beneficiaries.
My philosophy is simple – own quality, be diversified, have a plan, stick to that plan and systematically invest.
I am a Certified Financial Planner (CFP®) and have earned the Series 7, 63 and 66 securities registrations. Additionally, I hold Life, Accident and Health, Variable Life and Annuities, Long Term Care along with Property and Casualty insurance licenses.
EDUCATION AND PERSONAL INFORMATION
I was born in Portland Oregon. As a son of a Marine Corps General, I grew up in Spain, California, and Virginia. My AA in Merchandising was earned at Santa Monica College, my BS in Management from Pepperdine University, and my MBA from Indiana University. I am also an RYT (Registered Yoga Teacher) 200.
I worked in Telecommunications management for 17 years and GTE brought me to Indiana in 1988. I joined the financial services industry in 1998 to help my friends and family achieve meaningful financial security. In 2019, I joined Thurston Springer after 21 years at Edward Jones Investments.
My interests outside of the office include riding my Trek e-bike on the Monon Trail, playing pickleball, practicing yoga and my greatest pleasure is travel. I am a Miata aficionado and a member of the Indy Miata Club. In 2018, I ran and finished the Boston Marathon, which had long been a goal. My two adult daughters, Dana and Mia, live in Carmel, IN.
I am a charter member of the Rotary Club of Westfield where I served as Charter President. Currently, I serve on the Options Charter School Board.