About Us

I’ve been providing financial solutions to business owners and individuals for more than 50 years. It provides me great joy to know that I’m helping my clients achieve their financial goals and safeguard their financial risks.

I started in the financial industry in my hometown, Elkhart, Indiana, and my career has taken me to Indianapolis, Houston, and Los Angeles. After working for most of my career at major life insurance companies, I decided to get back to what I love which is working with individual clients and business owners.

Here are 6 Things to Know About Me:

• I’m an avid sports fan and you can find me cheering for Notre Dame football every season.

• I’ve been married to my wife, Cindy, for 54 years, and have grown two kids, Cameron and Shannah. I also have a granddaughter, Ellie, who has brought a lot of fun into the family.

• My daughter, Shannah Game, is a Certified Financial Planner and we enjoy strategizing on ways to meet our clients’ financial needs.

• I learned how to play cards before I could count and still play poker a few times a week.

• I’ve worked with all types of businesses and their owners and love nothing more than to see a business grow and succeed.

• My wife and I work out several times a week and enjoy staying healthy and active (so we can keep up with our granddaughter).