Relationships, built on mutual trust, are what I enjoy most about my career. In my 25+ years of serving clients, I’ve found people need help creating and implementing a financial plan. At Credence Planning Group, we’re a team of advisors who are driven to help you achieve peace of mind and stay committed to your financial goals. I’m proud of the great team we have built to serve clients, which has resulted in being recognized as a Best-In-State Wealth Advisor by Forbes.

I graduated from the University of Illinois with a degree in Finance, where I played baseball for the Illini. My wife, Jodi, and I have 3 wonderful children – Carter, Abby, and Kate. We enjoy time together shooting hoops in the backyard, playing card games and talking around the dinner table after enjoying a meal. We actively support various non-profits and are members of Common Ground West Church, where I serve as an elder. I also enjoy playing golf and spending time with family and friends.

I am passionate about taking the complex world of finance and simplifying it. It's a joy for me to provide specific solutions to meet our clients' vision while creating trusting lifelong relationships. I hold designations as a Wealth Management Certified Professional and Chartered Life Underwriter, which combine to provide comprehensive planning options for clients.

I began my business with Northwestern Mutual as a College Financial Representative while playing baseball at the University of Southern Indiana. I partnered with Todd in 2007, from which Credence Planning Group has grown.

My wife, Vivian, and I live in Evansville with our children, Emery, Colton, and Anderson. We stay busy with kids’ activities and outdoor fun - golfing, fishing, and spending time at our place on Kentucky Lake.

At a minimum, retirement is a challenge for many and a problem for some. I enjoy helping solve that problem or lessening that challenge and making a plan to provide our clients peace of mind. As a Wealth Management Certified Professional, I have a deep understanding of financial planning and investment management to serve our clients well.

I’ve been a partner at Credence Planning Group since 2015 and am a proud graduate of Purdue University, having pursued a financial services career directly after college. I live in Zionsville with my wife Kelly, and our girls, Faith, and Emma. Kelly and I are dedicated to taking care of ourselves through exercise, and I enjoy golf, attending our daughters’ sporting activities, and spending time with friends. As a family, we are also loyal supporters of the Juvenile Diabetes Research Foundation and its mission.

After 18 years of running a successful personal practice, I joined Credence Planning Group to focus on comprehensive insurance planning with clients. I love the team atmosphere and focusing on helping our clients protect the life they've worked hard to build.

My family and I live in Zionsville and are proud to dedicate much of our free time to the community. Our kids Lauren and Cole keep us busy with activities and sports. My wife, Brittany, serves in various leadership roles in the community. I currently serve as the President of the Zionsville Town Council and have been an active Town Council member since 2017.

I appreciate the caring atmosphere we create within our team and for our clients. I enjoy getting to know our clients deeply and am a front-line resource, reinforcing the trust we hold as a core value. I have been thankful to be part of the Credence Planning Group team since 2015.

When I’m not at work, we are at a soccer or basketball game on weekends, either watching our girls or local sports teams. I love anything that keeps me moving and can be found in my garden during the warmer months. I enjoy reading and am often found listening to an audio book AND reading a book at the same time. We spend time with family and friends as often as possible, and I share my love of food with them through cooking, baking, and dining together at local restaurants.

It's rewarding to help provide our clients peace of mind knowing they are taken care of. I help with various aspects of client financial planning, have been with Northwestern Mutual since 2007, and began working full-time with Todd and Jeremy in 2008. I’m a graduate of Milligan College with a degree in Human Relations.

My husband, Jonas, and I have two boys, Jaden, and Jackson. We love spending time together, including camping and hiking at state and national parks, and doing puzzles. I’m also actively involved in my church and small group and enjoy reading Christian fiction action-adventure books.

As the newest member of the Credence Planning Group, I contribute to the investment and planning side of our operations. I am passionate about building strong relationships with our clients and addressing their everyday investment needs. With a keen attention to detail, I am committed to providing exceptional service.

Originally from Bangkok, Thailand, I moved to the U.S. for college and graduated from Indiana Wesleyan University with a degree in Economics and History. In my free time, I stay active through basketball, pickleball, and bouldering. I also enjoy watching movies and TV shows, with favorites including the Lord of the Rings Trilogy, Dune, and Star Wars.

I’ve been working with Todd and Jeremy since 2015, and with Northwestern Mutual since 2008. I assist in scheduling and calendar management for Credence Planning Group. In previous professional roles I worked in Chamber of Commerce management (community development), human resources management, homebuilding, and group health insurance. I am a proud graduate of Purdue University.

I enjoy visiting with my daughter, Alexis, and granddaughter, Sienna, who live in Phoenix. I love being involved in my community and have served on the Boards of my homeowners’ association, United Way, and the Crawfordsville Economic Development Commission.

I have had the pleasure of working with the team since 2021. In my role as Scheduler, I enjoy connecting with clients and ensuring seamless coordination with our team.

Outside of work, I cherish time with my family and grandson. Our favorite activities include weekend getaways at the lake and holiday gatherings that create lasting memories.

As a person who loves completing projects and providing encouragement to others, my role at Credence Planning Group gives me the ability to ensure our team is doing everything we can to take care of our clients and our business. Early in my career, I was an engineer, and am a graduate of Rose Hulman Institute of Technology (one of the first 9 female students to attend and earn an undergraduate degree).

Quality time with my family and learning new things are what keep me busy – often both at once! Cooking and experimenting in the kitchen bring me joy, whether with family or friends. I’ve always liked running for stress relief and staying in shape, but more recently, I enjoy running with my daughter, Abby. I took up golf a few years ago to spend more time on the course with my husband, Todd. We sometimes bring the kids and make it a family event.