I am the Director of Wealth Management and a Financial Advisor for Lifetime Financial Growth (LFG) in Indianapolis, where I play a pivotal role within the Apex Financial Strategies team. My focus is on creating individualized financial strategies that aim to reduce risk, optimize taxes, and facilitate asset distribution. With over 11 years of experience in the financial services industry, including roles at Northwestern Mutual and Charles Schwab, I help guide clients on employer retirement account contributions, investment strategies, and risk diversification. My credentials include Certified Financial Planner (CFP®), Series 66, Series 63, Series 7, and a legal license. I hold a Bachelor’s Degree from Ball State University and a JD from Valparaiso University School of Law.
My motivation stems from the fulfillment of helping others gain financial confidence. The lack of financial education in schools and workplaces has led to issues like the student loan crisis and unprepared retirees, and I aim to change that by educating individuals, families, and businesses. I enjoy meeting people and building personal connections, serving as a trusted advisor and family friend. I believe the greatest reward in life is the impact we make in others' lives, and through lifelong learning and dedication, I hope to make a profound difference.
I focus on providing clients with flexibility throughout their lives, emphasizing early cash flow access, avoiding short-term debt during prime earning years, and optimizing money locations during transitions like business sales or retirement. This approach fosters confidence in long-term plans without relying on unrealistic return projections. My goal is to help ensure clients are prepared for life's transitions and can achieve their financial aspirations with confidence.
I live in Indianapolis, IN, with my wife, Monica, and our children, Maddox, Nora Jo, and Mason. Outside of work, I'm involved with organizations like NAWBO, NAIFA, and MDRT. I cherish family time, and we have a tradition of vacationing on our wedding anniversary. My passion for sports is reflected in my involvement with the Indianapolis Colts and attending events like the Little 500 and Indy 500. As my children grow, I look forward to coaching them in sports, volunteering for high school football, and socializing at a private cigar club.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. Not practicing law for Guardian or its subsidiaries or affiliates. CA Insurance License #4201927.
