Wayne has spent the previous 8 years with another retirement planning firm advising clients in Jasper, Evansville, and Fishers as they develop and implement their own personal retirement plans, with the goal of allowing them to enjoy their retirement years in a "work optional" lifestyle. He also served as Senior Vice President of that firm for the past 4 years. "As my practice has evolved and matured, I realized that what I enjoyed most was working with my clients. To that end, I decided now was the time to transition to my own practice allowing me to focus more time to my ever-growing client base. I'm very excited about this new opportunity and chapter in life." He will have offices in Jasper, Evansville, and Fishers.
He understands the unique economic and market challenges facing folks as they prepare to retire. He works closely with his clients to develop a comprehensive retirement plan as the near retirement. This may include an income plan to supplement Social Security income or preserving and growing retirement assets with strategic downside risk management. Wayne fully understands that his clients have worked 30-40 years to accumulate what they have for retirement and takes his role as their financial advisor seriously. He makes prudent recommendations and designs plans to coordinate with each individual's specific goals and risk score utilizing Riskalyze. With extraordinary volatility in the financial markets since 2000, most folks aren't comfortable managing their own assets and Wayne understands that his clients need guidance and advise in terms and verbiage they can understand. In addition, he helps his clients coordinate tax efficient income planning and assists in their transition from their employer group health plan to the individual health marketplace or Medicare. Wayne is a Registered Representative and Investment Advisor Representative of USA Financial Securities.
"My goal is to help my clients retire when they would like on their own terms at the lifestyle they are accustomed to and enjoy life after retirement not having to worry about the financial part of it."
Before joining our firm, Wayne spent over 10 years in the Yellow Pages industry including Area Manager for the Evansville/Owensboro market of the User Friendly Phone Book and owning his own directory publishing company.
He was born and raised in Jasper, Indiana, where he graduated from Jasper High School and went on to attend Wabash College, Crawfordsville, Indiana, majoring in Economics. He currently serves on the Board of Directors of the National Association of Wabash Men.
Wayne and his wife Sandy live in Evansville. They belong to Good Shepherd Catholic Church. They enjoy traveling especially to beach locations during the winter months to escape the cold Indiana winters. Wayne is an avid golfer and you'll likely see him at one of the area golf courses on the weekend.