Taking the next step towards your financial goals can feel intimidating, that’s why I really enjoy standing shoulder to shoulder with my clients as I assist them with their financial strategies and help them meet their long-term financial goals. I work closely with my clients and can also work with you by helping to:
- Define your personal financial goals
- Develop a financial strategy and suggest products and solutions that can help you achieve these goals
- Implement your strategy with products and services that help meet your needs.
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, world-class tools, and a network of professionals with over 300+ years of combined experience, I help build financial freedom for my clients.
I’m passionate about empowering people in my circles with financial tools to help change their life and enable them to leave generational legacies regardless of their current financial position. Additionally, I enjoy finding new ways to care for my mental, physical, and spiritual health and journeying with people as they are doing the same. My greatest joy in life is being a dad to my 3 young boys – the “why” behind almost everything I do.
I am licensed to sell insurance in IN, OH, & TX.