My career began in 2000 as a financial advisor with Prudential and I quickly moved into leadership. Mentoring, teaching and leading others within the financial services industry is an honor and has become a dedicated passion of my mine over the course of my career. In the winter of 2016, after many opportunities for advancement, I was fortunate to join the Horizon Planning Group as a Managing Director. It is both my goal and privilege to continue to build a successful organization that is trusted to meet the financial goals of clients in the Indianapolis area. As a leader within the firm, I focus on the critically fundamental areas of strong talent acquisition, specialized coaching and mentoring of financial advisors, while helping clients grow and protect their wealth with our distinctive approach.
When I’m not working, my time is spent with my beautiful wife and three children. We are actively involved in our children's school activities, our two sons' travel baseball teams, and different ministry areas within our church. We are also very committed to and passionate about the cause of orphan care, both locally and abroad, and lead an orphan care mission team to Monterrey, Mexico every year. If I have a spare moment in the midst of my very rewarding schedule,you will find me going for a run or out tinkering in the garage.
If you’re interested in learning more about what I do, let’s grab a cup of coffee, I’d love to connect. Just give me a call @ 630-302-2662 or email me @ firstname.lastname@example.org.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian