“The biggest and most far-reaching investments we make in our lives are investments that have little or nothing to do with money.”

Vision
To be the most trusted for unmatched integrity, professional knowledge and personalized service.

Mission
To inspire clients to direct their own financial future by making informed decisions through education, communication and personalized service.

Commitment to Clients
To seize every opportunity to serve the client’s interest.
To set goals and define expectations.
To take the time to answer every question.
To acknowledge any problems and resolve them.


Securities offered through American Equity Investment Corporation. Member FINRA/SIPC. Check the background of this investment professional on FINRA’s BrokerCheck. 4222 Grant Line Road, New Albany, IN 47150. Investment advisory services offered through American Capital Management a State Registered Investment Advisor. Retirement Pathways, Inc. is independent of American Equity Investment Corporation and American Capital Management.