After graduating with a BS in Business from Indiana University, I began my career as a Unit Investment Trust Specialist in 2002. This position taught me the value of time tested, diversified strategies, which I believe to be the building block of investing. Throughout my career I have also committed time to learning and capitalizing on options strategies. These experiences have laid the foundation for the investment strategy I utilize with my clients.
I also have the added benefit of working alongside my father. He has imparted on me knowledge and expertise from his more than 45 years in the industry. We believe the best results start by having a plan that we all formulate and agree on together. By delivering a simplified, approachable plan, we help our clients clarify the path to their goals, and then reach them.
Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, IA, IL, IN, KS, MI, MN, MO, NJ, OH, OK, SC, TN, TX, WI, WY