At Edward Jones, our branch team is fortunate to partner with clients to help them achieve what's most important to them. In my 12 years working at Edward Jones, I have realized that no two clients are the same! It is exciting to help clients define and set goals for what matters most to them. Once the goals are set and the direction is understood, that is where our team gets to work for you.We partner with you and your family to provide advice and guidance on the best ways to achieve your short, intermediate and long-term goals. Whether you need to optimize your estate strategy, save for a child’s college education, reduce taxes or plan for retirement, we can help.Just as your plans and life are always evolving, we as a branch team want to ensure we are at the forefront of our profession to keep up with you. We are committed to growing our knowledge to keep up with the ever-changing industry.In 2018, I received my CERTIFIED FINANCIAL PLANNER®, or CFP®, certification. At Edward Jones, I have held various leadership positions and was named principal in 2022. In 2024 and 2025, I was recognized by Forbes as a Top Next-Gen Wealth Advisors Best-in-State for Indiana.*Melodie Riley, senior branch office administrator, has been with Edward Jones for over 30 years and has had the unique experience of serving five generations of clients simultaneously. She has seen the evolution of our industry and continues to provide first-class service!On a personal note, I graduated from Butler University (Go Dawgs!) with a degree in finance. I started my career with Edward Jones in 2012. My wife, Kavitha, and I live in Indianapolis with our Great Dane, Woodford. We love all sporting events, with Butler basketball and the Indy 500 being our favorites. I enjoy cooking, especially grilling, and love traveling both in the U.S. and abroad. I am an avid chess player and bourbon enthusiast.We look forward to working with you.*2024-205 Forbes Top Next-Gen Wealth Advisors Best-in-State in IN, published August each year, research by SHOOK Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.