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Specialties
Founder of Big Lion Wealth Management, where I focus on retirement income, long-term care strategies, and guiding emerging wealth clients.
I value meaningful conversations, intentional living, and good company. Outside of work, you’ll find me exploring nature, scuba diving, or discovering great local food spots.
♥
Always free for clients.
CLU®, ChFC®, CLTC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Registered Representative of and securities, investment advisory, and financial planning services offered through MML Investors Services, LLC. Member SIPC. 900 E 96th Street, Suite 300 Indianapolis, IN 46240 317-469-9999. BIG LION WEALTH MANAGEMENT, INC. is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.