Address:
10322 Indianapolis Blvd
Highland, IN 46322
Serving the northwest Indiana region and banking centers
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
Career Highlights & Industry Expertise
- Finance industry professional since 2009
- Chartered Financial Consultant designation (ChFC®)
- Series 7 and 66 registrations held through LPL Financial
- Illinois/Indiana Life, Accident and Health Insurance License
Community Involvement
- Cub Scout leader
Growing up, I had a passion for finance and investing. I’m family-focused and enjoy spending time with my wife and two children. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today to set up an appointment or for general service and support.
To set up an appointment or for general service and support, contact my Wealty Advisory Assistant, Michelle Taylor, at (815) 280-1878 or via email at Michelle.Taylor@onbinvestments.com.