A Certified Financial Planner, I help physicians, business owners and the wealthy manage their money well. With over 30 years of experience, I own a registered investment advisory company and belong to several professional organizations:
- International Association for Financial Planners
- Financial Planning Association
- National Association of Personal Financial Advisors
I earned a Bachelor’s degree from Purdue University and the Certified Financial Planner (CFP) distinction from the College of Financial Planning. During my career, I have either published or contributed to financial articles in Money Magazine, USA Today and the Indianapolis Business Journal.
With my financial and investment background and because I hold the CFP distinction, I am held to fiduciary standards similar to those of your attorney or family physician. Working with me, you receive unbiased financial and investment advice focused on your family's, long-term money management needs.
My firm is built on the idea that your money should enable your life, not the other way around. We want you to achieve a greater vision for your good fortune and more security for you family.
We will help you develop financial plans, investment strategies, and retirement solutions that puts your money to work – to grow it while minimizing fees and other risk factors. My blog will show you how we’ve done this for others, and it will give you a financial resource as well as commentary on financial matters affecting the economy and your life.
Our services are comprehensive and provide you with all the financial and investment services you'll need. If you have questions, or need financial advice, don't hesitate to contact us today.