1351 Silhavy Road, Suite 300
Valparaiso, IN 46383

Telephone: 219.531.6900
Toll Free: 866.595.1386
Fax: 219.531.6944


For the health and safety of our clients and associates, we are temporarily closing our physical office in an effort to minimize the spread of COVID-19. However, we will continue to work remotely on your behalf. For the time being, we plan to rely on phone and web conferencing to stay in contact with valued clients, like you.

While the physical office is temporarily closed, we have taken measures to ensure your needs remain a top priority, so your phone calls may be routed to our mobile numbers or Raymond James’ corporate offices.

If you need immediate assistance and cannot reach us, please call Client Services at 800.647.7378 and a Raymond James associate will assist you as soon as possible.

Staying Connected Virtually: Securely access your account information, make transfers and view your financial documents at any time through Client Access. You can also update your document delivery preferences to reduce the paper mail you receive.



A tradition of experienced guidance
& impeccable service

The best traditions endure because they serve people best. At our firm, the tradition of providing experienced financial guidance, straightforward planning, and attentive service has helped create meaningful connections with our clients for many years.

We look forward to celebrating this tradition with you to help you pursue the financial future you’ve always imagined.