For 3 decades, I have focused on servicing my clients with care, taking the time necessary to educate you with the sole purpose of helping you pursue your financial and life goals. Our service model includes delving into all aspects of your life, going beyond your investments and taking a comprehensive approach to your health care needs, estate planning, tax considerations and hopefully your many decades throughout retirement.
When working with us, you can expect a service commitment and process that relies on full disclosure and your education. I believe our clients should know they can expect an open line of communication and service from us throughout our entire relationship, and we will always focus on their needs first.
Honesty and dependability are attributes I make a priority. Clients can expect us to fully answer all their questions and to educate them to whatever degree they desire. I believe they should always know the reasoning for our advice and actions, and that our service model emphasizes meeting with them and reviewing their investments and overall financial wellbeing”.
I have always enjoyed working with clients who are focused on one of their main life goals, having a comfortable and enjoyable retirement. As a Chartered Retirement Planning Counselor™ and Retirement Income Certified Professional®, professional designations from the College for Financial Planning and the American College of Financial Services, I have the experience to help you plan for your retirement and then make the intelligent transition to generating income upon retiring. I am also designated as an Accredited Investment Fiduciary®, AIF®, which represents my knowledge of a Global Fiduciary Standard of Excellence and the application of that global standard into my own practice and Sagamore Wealth Advisors.
I live in Carmel, Indiana and my time and focus when not working with clients is on my two daughters, Abby (9) and Hannah (7). I enjoy coaching them in all their sports and all-star activities, even helping them with their efforts in the Carmel theater world of acting and singing with various plays and musicals! I have sponsored many teams with the Carmel Dads Club and I try to invest a good deal of my time working with kids. When not in Carmel, I enjoy traveling our beautiful country with my family and we have been to Rocky Mountain National Park , Glacier NP, the Grand Tetons, Yellowstone, Alaska and stunning Lake Tahoe. We have also traveled throughout the Caribbean and we have been blessed to enjoy time in Hawaii, Tahiti and Moorea. We plan on taking our family to New Zealand and the Galapagos Islands in the near future, hopefully a European tour too (Italy first!).
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
