Experience
- Over 40 years of financial services experience
- Financial planning professional and investment management since 2002
- Senior management responsible for investment management of the Indiana University Foundation Endowment for 10 years - Growing from $330 million to $1billion during those 10 years and ranking in the top 10 Public University Endowments
- Portfolio manager and financial advisor for an investment management firm in Indianapolis
- Trust and Commercial lending experience at central Indiana banks
- Faculty positions as adjunct lecturer for over 20 years at Indiana University Kelley School of Business and University of Indianapolis
Professional Designations
- CFA, Chartered Financial Analyst®
- CFP, Certified Financial Planner®
- RICP, Retirement Income Certified Professional®
Education
- Indiana University, Kelley School of Business, MBA/Finance
- University of Indianapolis, B.A./Economics
Volunteer Community Service
- Over 40 years of volunteer community service in the area
- United Methodist Church; Otterbein Senior Living; Rotary International; United Way; Local Community Foundations, including Johnson County, Monroe County and Brown County.