Why I Go To Work Everyday?
I go to work every day to partner with our clients to provide exceptional service. The impact of effectively saving for retirement can be felt for generations. I love collaborating and accomplishing big things as a part of a team, and that’s what drives me.
How Did I Get Here?
I began my career in financial services immediately following college. I graduated from Indiana University with a degree in Business Management. After nearly 15 years of development with a recordkeeper, I joined CSi Advisory Services as a Relationship Consultant. I look forward to making an impact in the lives of others through selfless service.
Why I Care About This Industry?
I care about this industry because the assistance we provide has the potential to alleviate the stress of plan sponsors and participants. Knowing that we can assist with making sure people are better prepared for retirement is a great privilege.
Who I Really Am . . .
I am a husband to Katie and a father to two sons, Jackson and Harrison. Katie works in ministry as an Associate Director of Children’s Ministry at our church, and is the glue to our family. Jackson is athletic, independent, and loyal, while Harrison is outgoing, social, and creative. Our home is shared with 2 dogs, Charlie (our rescue dog) and Sage our German Shepherd. Most of our summers are spent at the ball diamond, and when we aren’t there, we love to travel.