I believe that my clients’ net worth is about more than just accumulating wealth. Those that are truly wealthy will positively impact the future through simple, sustainable practices.
My compassionate clients cultivate enduring wealth that leaves a legacy on the lives of those they love, the environment and their communities. Through sustainable finance, environmentally friendly and socially impactful investments, I truly integrate my clients’ goals and values.
I began my career as a public accountant at DOZ and then transferred to Archway Finance and Operations, specializing in real estate, hedge funds and private credit. After years of researching and investing corporate assets, I moved to RBC Wealth Management to further my passion for environmentally and socially responsible wealth management. I now specialize in financial planning for compassionate families, corporations and nonprofits through a responsible investment framework. I am a Certified Public Accountant and Chartered Alternative Investment Analyst certified, and passed the Series 7, 63 and 65 exams.
I graduated from Purdue University with Bachelor of Science degrees in accounting, economics and management. I am involved in a number of community activities that focus on wildlife and habitat preservation, and is on the board of the Indiana Wildlife Federation.
A native of Noblesville, Indiana, I moved to Carmel, Indiana, after school. My wife Meghan and I are both Purdue Boilermakers and married soon after graduating. We are expecting our first child in 2020 and have a black Labrador retriever, Macey. When I'm not training for marathons with Macey, I enjoy spending time in the outdoors with my family, camping, hiking and boating.
