Ted applies almost 30 years of investment experience and a strong penchant for outside-the-box thinking when developing customized financial strategies for the professionals, business owners, ranchers and farmers who make up his clients.
He is well known for his work in specialties such as professional money management, cash management, pension plans, estate planning and wealth transfer – and has been recognized for his professional contributions by Barron's magazine, Research magazine and locally by Indianapolis Monthly magazine. Ted has also been quoted in Research magazine.
Prior to his career in the financial services industry, he spent 17 years in management and executive positions with companies such as Cummins Engine Company and Mitsubishi Engines North America. He earned his MBA from Indiana University and a Bachelor of Science in mechanical engineering from Rose Hulman Institute of Technology.
Ted is active in his church, local community and the Certified Angus Beef® branding standards. Before joining Raymond James, he was a senior investment management consultant and member of the Association of Professional Investment Consultants. Prior to joining Raymond James, Ted served as a Senior Vice President with Smith Barney for 22 years.
Today, he and his wife, Kathy, live on and operate Willer Timber Ridge Farm in Greencastle, Indiana, where they raise registered Angus cattle. Ted also enjoys travel and snow skiing in his spare time. Ted & Kathy have two grown children, Josh and Annie.
Raymond James is not affiliated with the above organizations and/or charitable causes.