I have served the needs of individuals, families and business owners seeking comprehensive financial strategies and personalized asset management strategies for 29 years. My approach is objective, disciplined, and tailored to each client's specific needs. I understand that the process of wealth management is lifelong. Along with helping clients pursue their goals and dreams, I strive to help ensure that my clients are able to keep the promises they have made to themselves, to their families and to their communities. I also have the honor of being one of the few financial advisors in central Indiana to participate in the SmartVestor Pro program.Areas of Specialization;401k distribution strategies, financial planning, portfolio construction, investment management, estate planning, college planning, tax planning, concentrated stock position, stock options, life insurance, long term care insurance, disability insurance, cash flow analysis, risk management.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Hyperlinks to FINRA and SIPC are listed in 'Contact Info' section above. Fierce Wealth Management Group and LPL Financial are not affiliated. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit http://www.fiercewealthgroup.com/.CRPC conferred by College for Financial Planning