We Offer:
- Investment planning
- Estate planning
- Education planning
Last Updated: Dec 22, 2024
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Our Services
There is more to investing than simply buying and selling investments. We offer a full spectrum of financial products and programs, to help you work towards your desired results with the optimum level of tax and investment advantages for:
- Investment planning
- Wealth accumulation
- Wealth transfer
- Individual Retirement planning
- Corporate and small business retirement planning
- Estate planning
- Education planning
Our full line of wealth building and wealth protection products include:
•Stocks •Bonds •Mutual funds •ETFs •Annuities •Certificates of deposit •Life insurance •Long-term care insurance
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I am a 1995 graduate of Huntington North High School. After graduation I enlisted in the United States Marine Corps. I spent over 8.5 years on active duty. While enlisted I completed my bachelor's of science degree in human resource management from Park University, Parkville Missouri. After my honorable discharge I was recruited by a large investment firm where I worked from early 2004 until late 2005, when I found BSB Investments.
I currently hold a series 7 license (stock broker), series 63 (securities agent), series 65 (uniform investment advisor law exam) as well as a life and health, and long-term care insurance licenses for the state of Indiana.
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