I am a source of uniquely tailored financial advice with expertise in investments, insurance, retirement planning, and tax efficiency. I came to Thrivent in May of 2009 after having already been in the financial industry since 1997. Assisting people in identifying, strategizing, and ultimately achieving their financial goals is what I find most gratifying. Taking the time to understand clients’ unique life situations, goals, and dreams means far more than just the numbers. I take pride in the fact that my financial planning practice is about more than just money, but also focuses on accomplishments, experiences, and generosity. It’s about relationships with people like you that I can cherish for years to come. Everyone’s situation is different. Therefore, your financial plan should be just as uniquely tailored to fit your values, goals, and priorities.

When I am away from the office, I enjoy time with my wonderful wife, Rachel, our five children, son-in-law, and grandson. Family time takes us on adventures across the country, under the sea, and around the world.  

Making a Difference in Our Communities

·        Volunteer, Thrivent Action Teams

·        Former Board member, Mt. Vernon Education Foundation

·        Softball Coach, Oaklandon Youth Organization

·        Legacy Team, Peoples Church, Indianapolis, IN

Education & Accomplishments

• FINRA Series 07 General Securities Representative
• FINRA Series 66 Uniform Combined State Law
• Certified Exit Planning Advisor (CEPA)
•  Life & Health Insurance Licenses
•  Bachelor of Arts in Finance from Anderson University

For more than 20 years, I've had the privilege of helping individuals, families, and business owners make thoughtful financial decisions and build plans designed around what matters most to them.

I believe great financial advice goes far beyond investments. My approach starts with getting to know you and understanding your goals, values, concerns, and opportunities. From there, I work to bring all the different pieces of your financial life together into a coordinated strategy that reflects what's most important to you and your family.

As a financial advisor and partner with Tailormade Financial Consulting, I help clients navigate a wide range of financial decisions, including retirement income planning, investment management, tax-efficient strategies, estate and legacy planning, charitable giving, and major life transitions. My goal is to simplify complex decisions, provide clear guidance, and help you understand not only what you're doing, but why you're doing it.

One of the most rewarding parts of my work is building long-term relationships with clients and their families. Over the years, I've learned that the strongest advisor relationships are built on trust, honest conversations, and a willingness to adapt as life changes. Financial planning is not a one-time event; it's an ongoing process that should evolve alongside your goals and priorities.

Throughout my career, I've served clients across Indiana and beyond, helping them pursue financial confidence through changing markets, milestones, and seasons of life. I am committed to providing personalized guidance and thoughtful strategies that help bring clarity and purpose to financial decision-making.

Outside of work, I enjoy spending time with my wife, Kristine, and our family. I'm passionate about cycling and endurance sports and appreciate the lessons they teach about discipline, perseverance, and growth. I am also actively involved in my church and local community and enjoy opportunities to bring people together and make a meaningful difference in the lives of others.

After graduating from Purdue University, I began my financial services career with Thrivent in 2022 and quickly discovered a passion for helping clients feel supported, valued, and well cared for throughout their financial planning journey.

As Operations Director for Tailormade Financial Consulting, I help lead the systems, processes, and planning support that allow our team to serve clients effectively. I am focused on creating a seamless and meaningful client experience, strengthening relationships, and ensuring every interaction reflects the trust, care, and personal attention we strive to provide.

I believe great financial planning begins with understanding each client's story, values, and aspirations. From there, I work alongside our team to help create a path forward that aligns with what matters most to each individual and family.

One of the most rewarding aspects of my role is helping create an environment where clients feel confident, cared for, and supported at every step of their financial journey. I enjoy finding ways to improve processes, enhance communication, and deliver the exceptional service our clients deserve.

Outside the office, I enjoy traveling with my wife, Annie, spending time on the golf course, and cheering on Purdue athletics.

the right next steps is not always easy or clear. That's why I am committed to providing the guidance, expertise, and support you need to make confident financial decisions. As a financial professional licensed to offer advisory services, I take a comprehensive approach to understanding your unique financial situation and helping develop strategies aligned with your goals and values.

Whether you are looking to invest purposefully, manage and preserve assets, create tax-efficient strategies, plan for the transfer of wealth, or implement solutions for your business, I am dedicated to helping you navigate each stage of your financial journey with confidence and clarity. My areas of specialization include investment planning, income tax planning, estate planning, and business solutions.

Outside of my practice, family and faith play central roles in my life. I enjoy spending time with my husband, Wayne, and our children, Brad, Bridget, and Arron. I am an active member of New Hope Lutheran Church and enjoy sailing, reading, listening to music, and creating meaningful moments with family and friends.

Giving back to the community is also important to me. I proudly support the Community Foundation of White County and a variety of local organizations dedicated to serving families, women, and children. I believe in making a positive impact both professionally and personally, helping individuals, families, and communities thrive.

As a Financial Advisor with Tailormade Financial Consulting, I work with individuals and families to help align their financial decisions with their values, goals, and priorities. Through personalized guidance and thoughtful planning, I help clients pursue greater financial clarity and confidence as they prepare for retirement, life’s milestones, and a lasting legacy.

I believe effective financial planning extends beyond numbers. It begins with understanding what matters most to each client and providing guidance that supports their families, communities, and long-term objectives.

Outside the office, I enjoy traveling with my fiancée, Sami, exploring new destinations, trying local restaurants, staying active, and supporting the Purdue Boilermakers.

As a Financial Advisor with Thrivent, I believe that money is a tool not a goal. Together we will develop a tailored plan, custom to you and your family, that provides clarity and helps you efficiently achieve your goals. I am building a practice that will help benefit our community by finding balance in holistic dedicated planning services, biblical views, and generosity. I reside and operate my practice in Windermere, FL. I have a beautiful wife and 2 school aged children. I enjoy coaching your sports and staying active in the community in my free time.

As an Insurance Office Professional with Tailormade Financial Consulting, I support our advisors, team members, and clients by helping keep daily operations running smoothly. From coordinating appointments and managing calendars to planning client events, workshops, and celebrations. I enjoy creating seamless experiences that allow our team to focus on serving clients well.

I am passionate about building meaningful relationships and making sure every client feels welcomed, valued, and cared for. Whether I am coordinating details behind the scenes or connecting directly with clients, my goal is to provide thoughtful, concierge-level service that reflects the care and trust our team is committed to delivering.

Outside the office, I enjoy spending time with my husband, Adam, and our three boys, Joshua, Micah, and Eli. Our family stays busy with baseball, soccer, lacrosse, traveling, exploring the outdoors, and cheering from the sidelines.

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

My husband, Brandon, and our 2 children, Jaxon and Emma, live in the town I grew up in. Greencastle and the surrounding community is home to us and we've cemented our roots here and don't plan on moving them anytime soon. We have our own goals we've set for ourselves and our kids and I'm excited to see what the future holds for us all.