I began my financial planning career in 1990 as an employee of a large national financial services firm. I quickly realized that being an employee of a firm that had its own products and services to sell was not the ideal career path and I began pursuing becoming an independent financial advisor. In 1995 I left and went to work for a financial services marketing group that supported independent advisors.
In 2000 I co-founded Oaktree Financial Advisors with a vision to provide professional financial advice and investment management from a truly independent perspective.
I hold a Bachelor of Science degree in Finance from the Kelley School of Business at Indiana University in Bloomington. I’m a CERTIFIED FINANCIAL PLANNER® professional, which consists of postgraduate study in the fields of retirement, investment, insurance, and estate planning. I am a member of the Financial Planning Association.
I enjoy spending time with my family and friends, boating, exercising, and traveling.
I am honored to be recognized nationally by Forbes Magazine in 2025 for the 6th year in a row by being named to the list of Best-in-State Wealth Advisors.
I have received the distinction of being named a Five Star Wealth Manager for the past 6 years.
2020-2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3cyp2d47
2020-2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award was presented in September 2025 based on data for the time period 11/27/2024 through 05/01/2025. 1,904 advisors were considered for the award; 133 (7% of the candidates) were named 2025 Five Star Wealth Managers. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.