For beyond 25 years, J. has been providing financial advice, comprehensive wealth guidance and building long-term relationships with highly successful families. He has always truly cared for and valued his clients’ best interest above everything else, which made the decision to co-found M&K Legacy Wealth an easy one. His keen industry knowledge and analysis, informed up-to-date insights, and commitment to people, gives J. an edge when creating the best financial path to help clients reach their personal and family legacy financial goals.
J. earned a B.A. in Mathematics from DePauw University. J. has obtained The Certified Financial Planner™ certification which is the world’s most recognized financial planning designation. CFP® professionals have demonstrated the knowledge, skills, experience, and ethics to examine their clients’ entire financial picture with the focus being on helping individuals achieve their personal financial goals. He has attained the Accredited Portfolio Management AdvisorSM designation which specializes in creating, managing, and growing investment portfolios.
For years, J. has been deeply committed to supporting youth who need positive role models. His passion has led him to serve on the boards of several nonprofits dedicated to children and education. He currently serves on the boards of 91 Place and the Avondale YMCA, and he also contributes his time on the finance committee at TeenWorks in Indianapolis.
J. resides in Avon and enjoys spending time with his beloved mother and trying to keep up with his 5 children, 10 grandchildren, and 5 Godchildren. When J. isn’t pouring into his family cooking and grilling up a feast, he loves to read books, watch sports and movies, listen to music and attend live concerts.
