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Let’s Start the Conversation

Taking the first step toward organizing your financial future begins with a simple conversation. Our team works with individuals and families throughout Northwest Indiana to provide thoughtful financial planning, disciplined investment management, and long-term guidance.

55 W. 94th Place

Crown Point, IN 46307

(219) 795-1000

Offices in:

Meet The Team
Financial Planning
Risk Management
Investment Management
Retirement Planning
Life in Retirement

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The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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