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We Offer:
- Investment planning
- Estate planning
- Education planning
Last Updated: Nov 23, 2024
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Our Firm
BSB Investments is a full-service, independent investment office. We are here to serve our clients and the surrounding communities. We are able to offer many of the same services and products that the large firms offer without the large firm, sales-driven atmosphere. We believe in serving our clients' best interests, not a firms. By not serving a large firm I can truly offer an objective opinion of a client or prospective client's investments and goals. My recommendations come from multiple independent research sources, not a home office in a big city far from Huntington, Indiana.
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I am a 1995 graduate of Huntington North High School. After graduation I enlisted in the United States Marine Corps. I spent over 8.5 years on active duty. While enlisted I completed my bachelor's of science degree in human resource management from Park University, Parkville Missouri. After my honorable discharge I was recruited by a large investment firm where I worked from early 2004 until late 2005, when I found BSB Investments.
I currently hold a series 7 license (stock broker), series 63 (securities agent), series 65 (uniform investment advisor law exam) as well as a life and health, and long-term care insurance licenses for the state of Indiana.
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