Financial Partners Group’s objective is to continue as a leader in delivering holistic planning in the areas of wealth and risk management for individuals and businesses from a solution-based perspective.
Our Firm is distinguished by collaboration, evidenced by our strong advisor teaming, strategic alliance relationships, and focused approach by our firm specialists. As the Managing Partner, I’ve learned in the last 35 plus years of experience that a strong ‘business partner’ and supportive growth-oriented culture is the best pillar on which to build excellence. The organization’s positive environment builds performance and supports the Advisors and Leadership Team as professionals and leaders in their communities.
In the end, I believe it boils down to these three essential attributes: PERCEPTION, ATTITUDE, WILL.
Outside the office, my wife, Terry, and I are members of the Bridgewater Club in Westfield, IN and reside in Carmel. I enjoy gardening, golf, and spending time at our cabin with family and grandchildren. We are actively involved with several community charitable organizations, including the Trinity Free Clinic, Merciful Help Food Pantry, Alzheimer’s Association, and Child Advocates, Inc, a non-profit organization that was created to represent and protect the best interest of children in Marion County who are victims of life-threatening abuse or neglect.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies
- Special Care