My passion for deep client relationships and my mission of empowering people to take control of their financial circumstances stems from my personal experiences growing up. As a 3rd generation business owner, I have experienced first-hand the implications of what it can mean to a family that does and, more importantly, does not take the proper steps to ensure financial independence.
In 2007, I started my own journey as a business owner into the financial services industry with a deep desire to give people confidence in their financial strategies and the clarity to help them make important financial decisions that will affect their family’s future. Clients have chosen to work with me because they are confident knowing that they have a trusted advocate and advisor who genuinely cares about their success, goals, and progress in life.
I graduated with honors from the University of Wisconsin – Green Bay with a Bachelor of Science degree. Being a life-long learner and student of this profession, I have satisfied the rigorous educational, ethical, and experience requirements to be a CERTIFIED FINANCIAL PLANNERTM Practitioner.
I live in Westfield, IN with my wife Andrea and our daughters Brooklyn & Courtney. Outside of work, I enjoy anything involving general aviation, volunteer at several local non-profits, spending time with friends and my family. I serve on the board of stewardship and am an active member of Advent Lutheran Church in Zionsville, IN. An accomplished marathoner, I am a proud finisher of multiple Boston Marathons and enjoy the challenge, discipline, and rewards of running marathons.
Meet The Founder
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Integrated Planning & Wealth Management, LLC is a Registered Investment Advisor with the state of Indiana. To access our most recent Form ADV filings, please visit the SEC website. To access our firm's ADV 2B brochure, click here.
This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, GA, IA, IL, IN, LA, MI, MN, NC, OH, PA, RI, TX, VA, WI. No offers may be made or accepted form any resident outside the specific states referenced.