Gavin works with business owners, families building wealth, young professionals, helping clients navigate cash flow and budgeting strategies, retirement planning, tax-efficient planning.

He takes a client-centered and relationship-driven approach to planning, designed to help clients navigate financial decisions with greater clarity and confidence.

Gavin earned a B.S. in Finance from Purdue University Fort Wayne. His educational background supports a thoughtful and tax-aware approach to helping clients navigate important financial decisions.

Outside of work, Gavin enjoys spending time with his wife and son, family vacations, gardening, and cooking. He is also passionate about animal welfare and volunteers with his local humane society.

Serving clients throughout the Fort Wayne area and in and around Indianapolis, IN.