OVERVIEW
I have had the pleasure of working in the financial services business for more than 10 years. During that time, I have worked diligently to help my clients prepare financial plans and investment approaches designed to meet their long-term financial goals and objectives.
When you get right down to it though, it all starts with a conversation. It is essential for me to sit down with my clients and listen to them talk about their personal financial situation, their investment goals and investing experience, not to mention their tolerance for risk. During these discussions, I ask a lot of questions and I listen carefully to the responses. At the same time, I want my clients to ask me questions about my investing and client service philosophies and strategies.
From these conversations, we’ll start to develop a financial plan and investment strategy that fits your individual circumstances. We’ll review it together – carefully – and, with your approval, put it into action. From that point on, I’ll keep track of its progress, and meet with you periodically to review our results. If something isn’t working as intended or your circumstances have changed, we’ll work together to make needed adjustments.
For me, these steps represent the pillars of the client-centered investment approach offered by me and Cliff Bryan, at the Chesterton, Indiana office of Benjamin F. Edwards & Co. Give us a call or stop by. Let’s explore how we can help.
MY BACKGROUND
I joined Benjamin F. Edwards & Co. in 2018. In addition to my client work, I also have experience working in investment portfolio construction and implementation.
I am married to Lauren and live in Valparaiso, Indiana, with our Cavalier King Charles Spaniel, Bailey. Outside of work, I am involved with First Tee, an organization that teaches character enrichment through several guiding principles and reinforced while learning the game of golf. In addition, I am active with Autism Speaks, and I serve on the board of the YMCA in Valparaiso.
In my spare time, I love to travel, play golf and basketball, and I am a fan of the Chicago Bears, St. Louis Cardinals, and St. Louis Blues.
MY EDUCATION
University of Missouri – Columbia: Bachelor of Science, Finance with a minor in Spanish