As a Senior Financial Consultant, my passion is finding the best possible solutions for our clients’ needs. One day I might be keeping up to speed on tax law changes, reviewing investment portfolio performance and conferencing with outside attorneys developing estate planning solutions. The next I’ll be tracking down the best mortgage rates, comparing long-term care products and walking a client through their 401k investment options. A few times a year I’ll be presenting a speech on succession planning and meeting one on one with co-op members on site. Every day is different and exciting - I go where our clients’ needs take me.
Professional Experience
- 2008-Present:
Senior Financial Consultant
Castle Wealth Advisors
Indianapolis, IN
- 2007-2008
Director of Financial Planning
Comprehensive Financial Planning Services
Zionsville, IN
I coordinated and organized financial planning meetings with all new and existing clients, integrated investment, tax and estate planning professionals' expertise into overall financial plans and assisted ownership with long-range business planning and marketing efforts.
- 2003-2006:
Director of Financial Planning
Old National Bank
Wealth Management Division
Indianapolis, IN
I directed the financial planning division within Old National Wealth Management, coordinating all aspects of the division, including client service, marketing, development and integration with other bank departments.
- 1999-2003:
Consulting Associate
Fund Evaluation Group, LLC (FEG - a subsidiary of Old National Bank)
Indianapolis, IN
I assisted the managing principal of this institutional consulting firm with portfolio and investment return analyses for existing client base, including non-profit and for-profit businesses.
Education/Certifications
- 2006:
Hilliard Lyons Financial Planning Wholesaler Training
Louisville, KY
- 1999:
CERTIFIED FINANCIAL PLANNNER® Professional, CFP® Board of Standards, Washington, DC
- Bachelor of Science in Finance
Cum Laude
Butler University, Indianapolis, IN
Speaking Engagements
- 2018:
International Society of Weighing and Measurement
- 2016, 2017, 2018:
Spring and Fall Orgill Dealer Markets
- 2016:
Financial Advisor Magazine's Alternative Investment Conference
- 2013, 2014, 2015, 2016, 2017:
True Value Hardware Spring and Fall Reunions
- 2013:
Bostwick-Braun Convention
- 2013:
United Hardware Convention
- 2012:
IPI National Convention
- 2012:
NRHA National Convention
- 2011, 2016, 2017:
IHM Dayton, OH Conference
- 2010, 2011:
NCBA Annual Meeting & Co-op Conferences
- 2010:
IHM Cleveland, OH Conference
- 2009, 2011:
IHM Chicago, IL Conferences
- 2008, 2009, 2016, 2017:
IHM National Conferences
Washington, D.C.
- 2004 - 2007, 2010, 2011, 2012:
IHM/HFHE Indiana Conferences (state-wide)
- 2004, 2007:
Indiana Association of Home Educators
- 2005, 2006
Southwest Indiana Home Educators
Publications
- Bi-weekly contributor:
ProspectNews.com's Structured Products Daily
- November 11, 2017:
Quoted on Money.com
- October 27, 2017:
Quoted in The New York Times and on NYTimes.com
- August 2012:
Quoted on ConsumerReports.org
- September and November 2010:
Quoted in The Wall Street Journal
- February 2010:
Quoted in Bloomberg's Business Week
- October 19, 2009:
Article Published in the Indianapolis Business Journal
- September 14, 2009:
Quoted on NYTimes.com
- Summer 2009:
Quoted in TD Ameritrade's Enlightened Investor
- October 2008:
Quoted in Kiplinger's Personal Finance
- October 2008:
Quoted in Kiplinger's Personal Finance
- Previous contributor:
Liberty Tree News
Columbus, IN and The Indianapolis Star's "Your Money" column
Elected Offices
- 2004 - Present:
Perry Township Precinct Committeeman
Indianapolis, IN
- 2006 - 2016:
Perry Township Advisory Board Member
Indianapolis, IN