I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, and assist you in developing and executing a strategy that is precisely your own and helps you meet your needs. My passion for being a financial advisor comes from the relationships that I have with my clients. I take a very personal approach to the financial planning process and oper
ate under the philosophy that I cannot effectively help someone plan for their future without first getting to know the person that they are, what keeps them up at night, and what they are passionate about. Retirement income needs and education planning are two of the areas that I focus on for clients. Originally from Springfield, Illinois, I have been calling Indianapolis home for the past 11 years. I live here with my wife of 13 years and our two children. I am currently active on the boards of the Greater Lawrence Chamber of Commerce, Lawrence Kiwanis, and Amy Beverland Dads’ Club and have been involved with several other community groups in the past. My favorite leisure activities include coaching our children’s athletic teams, participating in half marathons and triathlons, spending time with my family, and cheering on the Indianapolis Colts.
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