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1671 US Hwy 231 South
Crawfordsville, IN 47933

Phone:  765.361.3343
Fax:  765.361.3342

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When Markets React Don't Buy The Hype Perception vs. Reality What Smart Investors Know It May Be Time for a Financial Checkup Once Upon a Goal Rightsizing for Retirement Should You Tap Retirement Savings to Fund College? Where Is the Market Headed?

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.