Integrated Planning & Wealth Management, LLC

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 in 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 PLANNER™ Practitioner. I live in Westfield, IN with my wife Andrea (a practicing optometrist) and our daughters Brooklyn & Courtney. Outside of work, I enjoy anything involving general aviation and spending time with my family and friends. 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.