Contact us today! (812) 288-9000 | info@brookstonefinancial.com
President | Financial Planner | Insurance Consultant
My team and I will leave no stone unturned in helping you create a successful, tax efficient retirement. My goal is to help you achieve yours.
Financial Planner | Insurance Consultant
My goal is to help you and your family create a Road Map to Financial Success, while placing protective measures around your overall plan.
Financial Planner | Insurance Consultant
Building a trusting relationship and utilizing financial planning tools allow me to help you make important decisions for you and your family.
Chief Compliance Officer
My primary objective is to fulfill your customer service needs. Feel free to contact me with any service related questions or concerns.
Office Manager | Insurance Consultant
I may be the first friendly face when you enter the office. My mission is to aid you in creating a secure and dependable plan to last a lifetime.
As fiduciary, fee-based investment managers and financial planners, our success begins with your success. Helping you achieve your goals starts with understanding your desires. This process begins with a complimentary meeting for us to get to know one another. Our goal is to deliver strategies and recommendations designed to decrease unnecessary risk and fees while striving to increase overall probability of success. Click the button below, and let’s get started!