A Financial Advisor in Zionsville, Indiana Who Actually Knows This Town

I grew up in Westfield, Indiana, just a few miles east of Zionsville on the other side of US-421. My uncle lived right across the street from Azionaqua Swim Club, and summers there had a rhythm that's hard to put into words. The neighborhood, the kids from around the block, the way that part of town felt like everyone genuinely knew each other. It shaped how I think about community, about trust, and about what it means to serve people well.

I learned to play golf working the fairways at Zionsville Golf Course and spent more rounds than I can count at Hickory Bend. Later, I had the privilege of watching collegiate players compete at the old Wolf Run Golf Club. It was a course that carried a quiet distinction, the kind that never needed to announce itself.

And that is exactly what Zionsville has done right. While neighboring communities expanded rapidly and traded their character for strip malls and big-box anchors, Zionsville made a different choice. The historic brick streetscape on Main Street is still intact. The boutique shops and local restaurants are still there. The town decided what kind of place it wanted to be, and it held that line.

That same philosophy, building carefully, knowing what matters, and refusing to compromise your values for short-term convenience, is how I believe wealth should be managed.