CRPC conferred by College for Financial Planning
7144 Virginia Street
Evansville, IN 47715
Serving the Newburgh, Indiana Region
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’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
“During our working years we expect a raise every year. In retirement, why should you expect anything different from your IRA and investments? We work with our clients to work toward providing their desired income level by designing portfolios that seek to provide a reliable, predictable, increasing stream of income each year.”
Career Highlights & Industry Expertise
- Financial services industry professional since 1999
- Joined Old National Investments in 2009
I’m actively involved in the community, especially with Easter Seals Rehab Center of Evansville. My life includes being a father to four children, and I’m blessed to have my wife, Jan, as my life partner. In my spare time, I’m an avid outdoorsman with a passion for fly fishing, hiking and the Mountain West.
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, please contact my Associate Wealth Advisor, Sonya Phillips at (812) 465-7447 or Sonya.Stocks.Phillips@onbinvestments.com.