Broker Check

Fort Wayne Office

3484 Stellhorn Road

Fort Wayne, IN 46815

Smartvestor Pro

As a smartvestor Pro we are recommended by Dave Ramsey, Chris Hogan, Chris Brown, and Rachel Cruze.   This means:

We have agreed to the smartvestor code of conduct, do our best to  provide a refreshing twist on financial planning by having the heart of the teacher, and very importantly- we care about you and your future. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.