I focus on the specific and unique wealth management needs of business owners, highly compensated professionals and key executive corporate officers. With over 30 years of personal and corporate financial services experience, I am well positioned to provide my clients with a unique, methodical and relevant perspective on the five key elements impacting their personal wealth: making smart decisions about their money, mitigating taxes, taking care of their heirs, making sure their assets are not unjustly taken and magnifying their charitable gifts.

I use a consultative process to help my clients identify where they are today, their future goals and any gaps that prevent them from getting there. I then work with my internal team as well as a professional network of external advisors to help them make informed decisions about the things that are important to them.

My team provides continuous monitoring of key personal, financial, economic changes that could impact our clients' wealth so that that we may provide guidance to allow them to have confidence about their future.

Professional Designations: Certified Financial Planner ®, Certified Investment Management Analyst®, Certified Exit Planning Advisor, Certified Exit Planning Advisor

Membership: Financial Planning Association, Exit Planning Institute, Association for Corporate Growth, Investment Management Consultants Association®

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

• UBS Portfolio Manager
• 2nd Degree Black Belt
• Eagle Scout

• M.B.A. University of Indianapolis
• CERTIFIED FINANCIAL PLANNER™ - College of Financial Planning
• Certified Investment Management Analyst - University of Chicago, Booth
• B.S. Degree, Business Administration - University of North Carolina Charlotte

• Series 7
• Series 63
• Series 6
• Life and Health Insurance

• Executive Committee - Exit Planning Institute - Indiana Chapter
• Holy Trinity Greek Orthodox Church - Former Board of Directors, Treasurer
• Junior Achievement - Former Board of Directors
• Indiana Safe Families

AL, CA, CO, FL, GA, IL, IN, KY, MA, MD, MO, NJ, NV, NY, OH, OR, TX, UT, VA, WI