I was born and raised in Muncie, Indiana where I have lived my entire life except for a four year stint in the Marine Corps during Vietnam. Back in the mid- 80s, I entered the financial services field, on a part-time basis, selling life insurance and mutual funds. In 2002, I entered the field full-time when I opened a branch office on the south side of Muncie for a well known brokerage firm. I left that firm in 2006 to become an independent financial advisor. By being independent I am able to work with some of the finest companies in the industry and offer my clients the very best solutions to meet their individual needs. I hold the Series 6,7,63, and 66 Securities licenses and an Indiana Life and Health Insurance License.
I have earned the ACCREDITED ASSET MANAGEMENT SPECIALIST (AAMS®) and CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC®) designations from the College for Financial Planning. I have also earned the Certified Kingdom Advisor (CKA®) designation from Kingdom Advisors, a national organization of Christian Financial Professionals.
I have served as the President and Past- President of the East Central Indiana chapter of the National Association of Insurance and Financial Advisors (NAIFA) and I am a proud member of the Delaware County Chamber of Commerce and Muncie Rotary Club.
I have been married to my wonderful wife, Carla, for 47 years and have two daughters, Kristin and Lauren, a son, Ryan, two sons-in-law, Dallas and Gregg, and seven very precious grandchildren, Emily, Cate, Bella, Maddie, Ben, Sophia, and Brady.
Carla and I attend Muncie South Side Nazarene Church, where I serve as Lay Minister of Stewardship.