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Call Us: 1- (317) 858-6136



We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


EducationWabash College08/2016 – 05/2020 Business ExperienceLPL Financial LLC; Registered Representative03/2023 - PRESENT State Bank; Investment Officer 04/2022 – PRESENT Carmel High School; Football...

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EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCEEducationNorthwestern University Continuing Studies;02/01/2013 - 11/15/2013Taylor University.08/01/1983 - 12/31/1987Business ExperienceLPL Financial LLC; Financial Advisor05/2023 -...

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