Fire away.

The first meeting is always free. I’m here to help and I can’t do that if people are afraid to ask for help.

Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.

As far as I can tell, I’m the only fee-only advisor within 50 miles of Greencastle.

Fee-only means I don’t take commissions or sell financial products. I don’t get kickbacks or have incentives to push insurance. I think every advisor should be fee-only. If you have an advisor who isn’t fee-only, I would ask why.

No! At no time do I personally hold client money. If a client invests money with me it is held, or “custodied” at Altruist Financial. You can read more about Altruist here: https://altruist.com/for-clients/

I manage the investments and can even handle contributions and distributions for clients but the assets are held by Altruist. This is the industry standard.

Yes! We can work together to reallocate your 401(k) right where it is. We start by establishing what the correct asset allocation is for you and then use the investments available in your 401(k) to build a custom investment allocation.

Text me at 765-720-0299 and ask. It’s free and you can find out like, right now.

I’m a solo advisor and work out of my home office at Heritage Lake. I meet with clients wherever they are most comfortable. If you want to meet in a coffee shop, your home, or virtually that’s fine with me. If you want to go fishing or golfing, that would be fine too. Just saying.