Position
Principal at Senior Solutions Consulting, Inc. I strategize with Wesley to develop the best possible plan for our clients immediate, and long-term goals.
Quote
“Never, ever ever ever ever give up.” – Winston Churchill
Bio
With over 33 years of experience in investment and financial planning, I focus on the best possible way to plan, protect, preserve and grow assets for our clients based upon our developed plan. With over 1,500 clients, there is no cookie cutter approach to our planning as each client’s situation is unique and demands a unique plan.
5 Adjectives
Helpful, Loyal, Assertive, Determined, Responsible
Personal
A lifelong Hoosier, my wife, Karen, and I have been married for 34 years and have 2 adult daughters. My hobbies include traveling, attending IndyCar races, and enjoying time with my family.
Stats
- Butler University
- Financial and Insurance licensed in Indiana and several states