107 North Main Street
Salem, Indiana
47167 United States



There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where I can help. I can offer professional financial security advice to help you choose only those products that meet your current and future goals.

I aim to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, I draw on a comprehensive suite of products and services to find those that address your unique situation.


Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help achieve short- and long-term goals.

For employers, I can offer advice on savings and pension plans.

Product Solutions include:

  • 401 (k) retirement plans and Individual Retirement Accounts
  • 529 College Savings Plans
  • 457(b) Plans
  • 403(b) Plans
  • 401(k) Plans
  • Simple and SEP IRA's
  • Roth and Traditional IRA's
  • Stocks
  • Corporate and Municipal Bonds

Recently Added:

  • CD's
  • Indiana's New CollegeChoice CD 529 Savings Plan
  • Money Market Accounts


As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any comprehensive financial plan.

Insurance planning is best when tailored to fit its owner’s personal situation: whether designed for a single person or family; professional or seasonal employees; executive or small business owner, everyone can benefit from an appropriately customized plan.

  • Term Life Insurance
  • Permanant Life Insurance


Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis.

 Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC.  Cetera is under separate ownership from any other named entity.

107 North Main Street, Salem, Indiana 47167 United States

We are registered to sell Securities in the following state(s): Indiana, Kentucky, North Carolina, Florida, Tennessee

We are licensed to sell Insurance in the following state(s): Florida, Indiana, Kentucky, North Carolina, Tennessee and  Virginia.

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