My father Jim and I started our practice in 1999 in Columbus, IN with a focus on Investment Management. We partnered with Raymond James Financial Services on day one. They have a small regional feel, allow us to work with clients how we see fit, and meet our desire to remain independent. For our first 3 months, we didn’t take an income and worked diligently transferring clients into the practice. The market experienced its first bear market the following year. While many advisors left the industry, we endured, grew, and gained unbelievable perspective. In 2008 the market experienced its second bear market and we endured.
In 2012 we made the decision to focus more on financial planning and building a practice that was there to work with clients for their lifetime and not just our career. At the time we had 3 team members – ourselves and a Client Service Specialist/Office Manager RJFS. Since then, we have added staff, doubled our office space, and expanded into the greater Indianapolis area. We currently serve clients throughout Columbus, the state of Indiana and around the world.
We believe we have the best clients, a focused team working together, and more potential growth.
MBA, Branch Manager/Financial Advisor RJFS, Investment Management Consultant RJFS