I strive to be your family’s most trusted advisor. Honesty and Integrity are my two fundamental philosophies when dealing with your hard-earned wealth. I study a disciplined and tactical approach that removes the emotion that can put your financial plan off track.
Approach to Wealth Management
I am committed to a transparent investment approach. Our investment management is geared to all market conditions. My concentration is protection of your wealth while taking advantage of strong market conditions.
Each family requires a unique plan reflecting their individual goals and needs. This is accomplished by utilizing a Global Tactical Allocation Strategy that strives for performance in both up and down markets. Every individual client will receive a personalized financial plan.
In 2003, I became a Licensed Investment Representative and also passed the Principal/Supervisor exam (Series 24). I am a past Master of Ellettsville Masonic Lodge #245 where I remain heavily involved in the scholarship committee as well as being the chair for the Walk to end Alzheimer’s. I have also served on numerous boards including Area 10 Agency on Aging. I have a wonderful wife and am the proud father of three children (Cailey, Nicholas and Branson) and one sweet grandchild (Mila).