My objective is to develop long-term financial advisory relationships that are exclusive to each and every client. By having access to a wide array of financial/investment services including retirement planning, estate planning services, college planning, investment portfolio management and creative liability strategies, I'm able to provide the ultimate client experience. I utilize a systematic approach to investing that is consistent with each client's goals and risk/reward tolerances which is designed to provide true value to you and your family.. Prior to joining Merrill, I was an Operations Manager for UPS for 23 years. I graduated from Indiana Wesleyan University in Marion, IN with a Bachelor's Degree in Business Information Systems with honors. Kim and I, reside in Westfield, Indiana with our two children: Makenzie and Tyler.