Having spent 14 years working with financial advisors as a Regional Vice President for a major financial firm, I’ve seen literally hundreds of practices. Over that time I saw the absolute best our industry has to offer, and unfortunately, some of the worst as well. I learned all the ways that various companies and organizations can tip the scales one way or another to encourage the most profitable product/process, not always the one that was best for the client.
When I made the decision to move into the role of advisor, I wanted to build a practice around doing what was best for the client under every circumstance. I interviewed several well established organizations in Indianapolis. As soon as I found Invst, I knew I’d found my new home. By my estimation, every system and process they built was among the best of any organization I’d ever seen, and the best part about it all, the client was at the absolute center. For the families and sales professionals I work with, and for, no organization was better equipped to help me educate, guide, and counsel people to their full financial potential.
I was born and raised in Steamboat Colorado, and have lived in Indiana for 9 years, moving here after a brief 4 year stint in Wisconsin. I live in Carmel with my wife Amber, and kids Sydney and Jack. In my free time I like to be with friends and family, be active, travel, and read.
