Helping ensure every financial decision is working toward the same goals.
Provide guidance, clarity, and coordination so clients can make better financial decisions and move forward with confidence.
Leave every family more protected, more organized, and more financially confident than before we met.
Born and raised in Indiana, I graduated from Indiana University with a degree in Informatics and Computing before spending four years in the technology industry.
Insurance has been part of my family for generations. My father has served clients for more than 35 years, and my grandfather spent over 45 years helping families protect what matters most.
I founded Royalty Advisors after seeing a common challenge: many families have excellent insurance agents, investment advisors, accountants, attorneys, lenders, and employer-sponsored benefits, but few have a process for coordinating the entire financial picture.
Financial decisions are often made at different times, with different advisors, and with different priorities. Over time, this can create what I call a "financial junk drawer" — a collection of accounts, policies, strategies, and advice that may not be working together as efficiently as they could.
Our mission is to provide guidance, clarity, and coordination so clients can make better financial decisions and move forward with confidence. We help identify opportunities to improve protection, reduce inefficiencies, and align financial decisions around what matters most to each family.
Our vision is to leave every family more protected, more organized, and more financially confident than before we met.
My wife, Sarah, is an OB/GYN, and we enjoy spending time with our golden retriever, Gnocchi Limoncello. Outside of work, I enjoy volunteering in the community, supporting organizations that serve underprivileged children, and spending time on the golf course.
Three ways to begin — pick what works for you. We'll handle the rest.