For two decades Ive helped clients address their financial concerns and develop sound strategies by focusing on each individuals specific needs. With extensive experience throughout major shifts in markets, I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve. I believe that success is a matter of choice, not chance. I use the full horse power and capabilities of Wells Fargo Advisors to help high net worth individuals, families, and businesses to build, manage, protect, and transition their wealth up to and through retirement. I do more than provide investment advice to the average investor. As a Financial Advisor and First Vice President - Investments, I guide a team of professionals who provide customized wealth management services to a select group of clients. We are experienced and energized, educated, and informed. I earned my Bachelor of Arts Degree with a Double Major in Economics/Mathematics from Indiana University - Bloomington Campus in 1996. I hold the Series 7, 9, 10, 63, and 65 registrations, Indiana Life and Health Insurance License, and CFP certification. I am also the Branch Supervisor for our Bloomington, IN Private Client Group office. I have three children, and have lived in the Bloomington area for 20 years where I am active in my kids school and civic activities. This information is intended for use only by residents of AZ, CA, CO, FL, IL, IN, KY, MI, MN, MO, NE, NY, OH, TN, TX, UT, VA, WI, & WV only. Please contact me by e-mail or by Phone (812) 650-5000. I cannot respond to messages through LinkedIn InMail. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on