Fun Facts:

  • To this day, has still never hiccupped 
  • The leader in creative Zoom Meeting backgrounds
  • When in public, commonly confused with Ben Stiller
  • Resides in Fishers with his wife, two children, and two furry felines




  • BS, Business Finance, San Jose State University
  • College for Financial Planning - Certified Financial Planner™ (CFP®) Designation
  • Accredited Investment Fiduciary ® (AIF®) Designation 



ProCourse Fiduciary Advisors

1180 Medical Court, Suite A

Carmel, Indiana 46032


Privacy Policy

Client Portal Login

  • ProCourse Instagram
  • Facebook
  • Twitter

ProCourse is a CEFEX Certified firm, since 2013

All rights reserved.© ProCourse Fiduciary Advisors