Focus
By focusing on each investor's specific needs, I develop strategies that help clients reach their financial goals.

Background & Experience
I have worked as a Financial Advisor to both individual and institutional investors since 1998. I have been recognized as a member of the Wells Fargo Advisors Financial Network, Platinum Council since 2011. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network, as measured by completion of educational components, business production based on the past year and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. I became a part of Wells Fargo Advisors Financial Network through its predecessor firms including Wachovia Securities and Prudential Securities, which is where I began my career. I hold a Bachelor's degree from Purdue University.
With over 100 years of combined experience, my team's mission is to provide every client with targeted, innovative financial advice and portfolio management strategies delivered with the highest level of personal service and professional integrity.

Away From the Office
Away from the office, I am active with several non-profit organizations across Indiana, involved in the fine arts, athletics, and education. My wife, Lori, and I live in Fishers, IN with our four children: Jacob, Joseph, Alyssa & Ashlee.

My Associates
Cameron Cefali, Managing Director - Investments
Faith Vise, Registered Client Associate
Cheri Moschell, Registered Client Associate


CA insurance License #0G30569. Resident State IN.

Focus
With more than 35-year experience as a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Backed by the vast resources of Wells Fargo Advisors Financial Network, I am fully invested in my clients.

Background & Experience
I graduated from DePauw University with a B.A. in English Composure and a Minor in Economics/Business. I began my career in the financial industry in 1987 with Smith Barney, where I became a Senior Vice President and worked there for 22 years. In April 2009, I joined Wells Fargo Advisors and became Managing Director of Investments. I take great pride in working for a firm that puts the client first. I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals.

About the Firm
Wells Fargo Advisors Financial Network is a premier financial services firm, servicing investors nationwide. Driven by a string and abiding commitment to service, we help our clients succeed financially with investment planning and advice designed to help them achieve their life needs and financial goals.