I aspire to be a financial planner that empowers my clients to achieve their financial dreams and build a legacy that will have strong enough roots to endure for generations to come.

By helping my clients establish financial plans and by managing their investments, I am able to turn my passion for helping others and my knowledge of finance and investments into tools to help them achieve their financial goals.

Since the age of 13, I knew I wanted to be a financial advisor. My dad is a dentist, and he found out soon after getting out of dental school that learning to run a business was just as hard as his formal education. Because of this, he taught me at a very young age the basics of financial planning, and I have not stopped pursuing how to master that topic. This led me to obtain the Certified Financial Planner (CFP®) and the Certified Private Wealth Advisor (CPWA®) designations.

I grew up in Greenfield and currently live in New Palestine with my wife, Gina, who is a 3rd grade teacher at Brandywine Elementary, and our three kids, Emersyn, Addison, and Boston. I am involved in the community through my current roles within Rotary, Hancock Health Foundation, and New Palestine Education Foundation, as well as past roles at various other organizations.