As an Edward Jones general partner, I have partnered with individual investors for over 20 years to develop strategies for their complete wealth management. I am driven to help clients reach their financial goals in ever-changing market climates. I work with a limited number of families and provide comprehensive, personalized financial strategizing using a five-step asset management process. After establishing my business in 2002, I quickly embraced the rich and unique culture of volunteerism at Edward Jones by stepping into various regional roles to support and train new financial advisors. In 2018, I began serving as a regional leader. In this role, I guide and advise more than 65 branch teams in northern Indiana and help the firm identify and develop future leaders. I am a graduate of Baylor University with a degree in finance, and I obtained my CFP® certification in 2014. I am actively involved in and serve on the board of Bethany Beach, a summer faith-based lake community. My wife, Erin, myself, and our four children, enjoy living in Granger and being part of the local schools, sports and ministries. Boating in the summer and skiing in the winter are our favorite things to do as a family.