I came back to client-facing advisory work after 20 years in the industry because something fundamental shifted. Early in my career, everything revolved around products. Today, it's about understanding what people actually need and helping them get there. After spending years on the operations and business side, I wanted to put that experience to work directly with clients who deserve someone who knows how this industry really works.
Growing up in Princeton, a small town in southwest Indiana, I learned pretty quickly that relationships matter more than anything else. That stayed with me through my time at Indiana University and throughout my career. Now living in Fishers with my wife Stephanie and our daughters Zoey and Madison, I see how universal that truth is. Whether you're in a small town or traveling around the world, people value the same things.
What drives me is watching how many people navigate their financial lives without real guidance. Friends and family would tell me they had advisors but couldn't explain their own accounts or investments. That bothered me. Financial planning shouldn't be mysterious, and it shouldn't be limited to people who already understand the system. Everyone deserves access to resources that help them live without financial worry.
The best part of this work happens in those deeper conversations when clients share what truly matters to them. There's something meaningful about someone trusting you with their personal life and knowing you're going to act in their best interest.
Outside of work, I'm usually building something with my two little helpers or spending time outdoors. Summers mean boating, and I've always followed horse racing. Right now, life is homework, tiny hands helping with projects, and making sure these three girls know they're my priority.