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 drawn to youth in need of positive role models. This has led him to serve on the board of several non-profit organizations that focus on children and education. Currently, J. serves as an external affairs and resource development committee member and board member for Early Learning Indiana, Inc. Additionally, he is a board member for Advocates for Youth Education Indianapolis, a cabinet member for Child Advocates Future Voices Campaign, and a member of the president’s advisory council for Martin University.
J. resides in Avon and enjoys spending time with his beloved mother and trying to keep up with his 5 children, 7 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.
