Financial independence takes vision combined with discipline and time, and must be planned for in advance.

Living a comfortable retirement is the main goal for the clients I work for, and I am dedicated to this task. I do this by understanding your vision of financial independence, and recommending financial strategies tailored to your specific objectives.

For the past 18 years I have worked with clients in several stages of life such as pre-retirement, retirement, divorce and inheritance. Planning for these life events requires a long term outlook, but must also take into consideration immediate needs. As a financial advisor my job is to match people's investments with their life situation, and to be their voice of reason during good times and bad. This fosters investment discipline which I believe is the key to investment success.

In my free time I enjoy spending time with my family, and being active in my church and local charities. I am a graduate of Purdue University and the College for Financial Planning.