My team helps clients find balance in their financial lives by helping them make decisions that are consistent with their values and unique goals. We want clients to live their very best life with confidence. Visit our team website for more information: goldmanpfm.com/evansville-in.
I assist ...
more
My team helps clients find balance in their financial lives by helping them make decisions that are consistent with their values and unique goals. We want clients to live their very best life with confidence. Visit our team website for more information: goldmanpfm.com/evansville-in.
I assist clients by helping them with their unique wealth planning challenges. In addition to being a CFP® practitioner and ChFC®, my background in working with closely-held business owners is also supported by having a Master’s degree in Business Administration from the University of Southern Indiana.
Other things you may not know about me: I am an Eagle Scout, attend Crossroads Christian Church, and serve on the Vanderburgh Community Foundation Board, Red Cross of Southwestern Indiana Board and Solarbron Board. Most importantly I am a proud father of two, Emma and Ethan, and along with their Mom Amanda they are the loves of my life!”
less