Personal Background
While I have had the joy of traveling to many places, I have lived most of my life where I was born, in Columbus, Indiana – an unexpectedly unique and diverse town in central Indiana.
I attended elementary school at St. Peters and high school at Columbus North, where I ran cross country and track while also being very involved in Boy Scouts, where I achieved the rank of Eagle. I then began studying Mechanical Engineering at Purdue University.
My professional career started at Patheon Pharmaceuticals in Cincinnati, as I participated in the engineering co-op program while at Purdue, but I used my last summer before graduating to complete an internship with Cummins MerCruiser in Charleston, South Carolina. After graduating I got engaged to my awesome wife, Meryn – also a Columbus native, and started working full time with Cummins here in Columbus.
I was at Cummins for a total of 15 years. While there I earned my MBA from the Kelley School of Business and held a variety of engineering and business roles. For some time though, I had felt led to be doing something in a different space where I could help people use the resources, gifts, and passions they have been given to make a bigger impact. For this reason, I left Cummins to start a financial planning practice in Columbus.
My wife and I regularly attend Westside Community Church and actively serve there as well.
My Approach
As a financial advisor I am passionate about helping people do more with that they have been given.
I prefer to lead with a comprehensive financial plan which then guides specific decisions. Because I believe in this approach and that everyone deserves a financial plan, I begin every potential client relationship without any fee or obligation, holding several meetings together to complete a basic financial review which results in strategy level recommendations. From there it is up to the client if they would like to continue working together in one of several ways.
Meet My Team
Columbus Office
