Financial Planner in Alpine, Indiana
I founded Precedent AM to provide you with the best imaginable wealth management solutions. We will work together to establish goals and create clear and concise action plans, tax reduction strategies, lifetime income solutions, and address every aspect of your personal finances and planning so you’ll never have a question that goes unanswered. This detailed planning is paired with an investment management process that centers around customized asset mixes designed to minimize drawdown risks and support your objectives in all market environments.
My typical client is a mid to late-career physician or professional, and those near or entering retirement with concerns about sustaining retirement income. I also work extensively with couples going through a divorce, as well as those preparing for the continued financial care of their spouse as they age. You will be served by me personally, along with my entire team — including Stacy (client service), Patrick (CFP), and Rebecca (client scheduling).
I live in southeastern Indiana with my wife, Rebecca, and our two children where we enjoy our family farm and a myriad of hobbies and activities. Living central to both locations, I have offices in Indianapolis and Cincinnati, as well as at the farm near Alpine, Indiana. We also utilize leading-edge mobile technology to provide a paperless, highly organized, and personal experience to you no matter where you reside.
I am a graduate of Taylor University with a degree in business systems and finance, hold a masters degree in personal financial planning, and am a Certified Financial Planner™ practitioner. My professional volunteer work is as an advocate for medical research funding (my father is a Ph.D. working in medical research, and I have fond memories of being in his lab as a child). I am the chairman of the IU School of Medicine Planned Giving Committee, a member of Central Indiana Community Foundation’s Cornerstone Council, and the St. Vincent Hospital Foundation’s committee.
I look forward to meeting you to discuss how we can bring value to you.
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