Quite simply, helping people. The financial language that we speak is often not taught in schools. When you combine the foreign languages of investments, tax, and the legal system into the world of financial planning, it can often be difficult to interpret. We are extremely passionate about educating our clients on how it works. In the end, what brings us joy is counting the number of thank you notes we receive from clients thanking us for providing them with the comfort in knowing they will be okay, the clarity of knowing they have done the right thing, and the confidence to focus freely on what they choose. I have been collecting thank you notes since I was a paperboy in the early 80's.
The people on our team and the clients that we serve. We have been extremely fortunate to pull together an amazing team that I feel lucky and blessed to work with each day. In addition, there is not one client that I am not excited to talk to, whether it is about their financial or personal life. We love sharing personal goals with our clients.
I like to spend time on the lake, enjoy my time with family - my wife, Christina, and our six children: Rachel, Grant, Gavin, Garrett, Ethan, and Ella,work on house projects, listen to good music, read, golf, tinkering with cars, and volunteer.
I am a proficient rollerblader, decent ballroom dancer, and I can still pull off a few Michael Jackson dance moves.
From an early age, I was interested in money and investing. My Dad talked with me about the stock market and we would track the stocks he owned in the newspaper on the weekends. When I was a senior in high school, I had the opportunity to take a personal finance class at a local college. I really enjoyed it and knew from that point, I wanted to become a financial planner. I was very lucky to get connected with John Hurlow and start an internship with the firm during my sophomore year of college. I was even more lucky that he offered me a full-time job after graduation. I’ve been here ever since!
I love being a part of a team that cares so much about our clients and each other. We are all 100% focused on our mission of providing our clients with clarity, confidence and comfort. Everyone on the team has great respect for each other, a passion for continuous learning, and cares deeply about providing our clients with great service and advice.
I’m very passionate about promoting financial literacy in our community. I believe that all children would benefit from learning more real-life skills, such as how to deal with money, from an early age. I’ve been involved with Junior Achievement of Central Indiana for many years, serving as a volunteer and member of the education committee. Junior Achievement’s mission is to empower children to own their future success through hands-on learning opportunities that promote financial literacy, entrepreneurship, and work-readiness.
When I’m not at work, I love spending time with my wife Katie, our son Beau and our dog Reese. I also enjoy traveling, watching/ attending Indy-car races, driving on my racing simulator, and building things/ working around the house.
I studied and worked abroad in Sydney, Australia during my junior year of college.
After having been a personal client of a commission-based financial advisor, I soon recognized the difference between the “suitability standard” offered by brokers and the “client best interest standard” offered by fiduciaries. It became my mission to become a fiduciary advisor, providing objective and comprehensive financial advice with no inherent conflict of interest, no commissions, and no kickbacks. Every client deserves that.
At Hurlow Wealth Management Group, we take our jobs seriously; there is a lot at stake, and our clients have put a lot of trust in our ability to care for them. Although this responsibility can at times be stressful, we never allow that to keep us from having fun at the same time. There are always plenty of laughs, terrible movie quotes, and opportunities to share experiences with other team members.
Animal welfare is important to me. My wife and I volunteer several times each week at our local humane society where we care for the shelter pets awaiting a new home. We regularly foster dogs, cats, and kittens as well – in addition to our permanent menagerie of dogs, cats, lizards, snakes, and fish.
Away from the office, I like to maintain an active lifestyle, spending most of my free time in the gym, running, kayaking, fishing, or hiking the trails of southern Indiana. I have two sons, Mack and Isaac, who at times can be fun to hang out with.
I am a two-time Ironman triathlon finisher, and my wife, Karrie, and I aspire to run a marathon on each continent.
Well, I am obsessed with spreadsheets and enjoy getting to know people. It may be corny to say, but I love how from time to time I can make a big, positive difference for someone.
Every person here has a sense of humor but takes their jobs very seriously.
Hyper-local charities, as well as larger charities that have made a difference for people I know.
My wife and I enjoy spending time with our three kids, hiking or camping around lakes or woods nearby, play board games, watching a movie, or enjoying other people’s boats 😉. Rachel and I love when we have a quiet morning free to take a breakfast date. I don’t mind watching a Formula 1 race, either.
I have a music degree and play the oboe. My brother and I were in a couple of small-town, local commercials as children.
To help people. Personal finance is complicated, and there are people in the industry who provide more confusion with opaque fees and fancy finance language. My goal is to sift through the various complexities of a client’s financial situation to provide clarity, comfort, and confidence.
The people I work with. John and Mike have built a great team of helpful, knowledgeable, and personable people who are all dedicated to providing the best advice and service to our clients.
Financial literacy among young adults and under-served individuals and families.
I love to stay active. In the summer I love going to the lake and wake-boarding; in the winter I love snowboarding and very excited to start planning a trip out west to be able to get on real snow on real mountains. If weather does not permit those activities, I enjoy reading and the NFL RedZone channel.
Although I am an Indiana University graduate, I can still be seen cheering for Purdue sports. I blame my grandpa and dad for that.
I feel like my profession chose me. I have many years of banking in my background. While working in the bookkeeping department of a bank operation center and in banking centers, I found a love for customer service and back office operational tasks. I was looking for a change from banking, however I wasn’t sure exactly what my next adventure was going to be when I receive a phone call from an advisor at Hurlow Wealth Management Group to see if I wanted to come in for an interview. I believe I am perfectly suited for my position here at Hurlow. I enjoy helping clients take care of their service-related needs.
From day one, everyone on the team has been very supportive and compassionate. Hurlow is my home away from home. As we continue to grow, our Hurlow family grows. I cherish the friendships I have built my co-workers.
I have three dogs; two that were my husband’s fur babies that I inherited when we started dating and one is a rescue I found on the side of the road. Someone had clearly abused and her left out to fend for herself. I strongly believe if people are wanting to add a dog or cat to their family, they should go to the animal shelter. So many fur babies are looking for a new home at the local animal shelter. Like Bob Barker always said before signing off The Price is Right, “help control the pet population — have your pets spayed or neutered!"
Outside of work I love being with my family and friends. I have the most adorable toddler who keeps me busy most of the time I’m not at work! My husband and I enjoy going to IU football and basketball games. HOO HOO HOOSIERS! We also like going to concerts and traveling when we have the chance.
I enjoy decorating cakes!
A dear friend of mine, Laura, kept trying to convince me to work alongside her. We had worked together previously, and it feels just like old times!
The many personalities of our team. The people are funny, smart, and compassionate. They make going to work so fun!
I am passionate about finding a cure for cancer!
I love camping, spending time with my family, especially my grandson.
I'm terrified of heights, but loved when I went parasailing in the Caribbean.
Prior to my career at Hurlow, I worked as a client associate for John at Merrill Lynch. I loved being able to work with clients directly. When John started the firm, I saw it as a great opportunity to do meaningful work with clients.
I worked for John when he was at Merrill Lynch. I have been on the team since it was founded in 2002. It has been an honor to get to see the growth of the first since it was founded. Although I’m partially retired, I always look forward to getting to see my coworkers a few times a month.
I feel passionately about volunteering in community activities in my community, as well as volunteering.
Outside of work, I enjoy spending time with my family and friends, especially with my grandchildren, watching Atlanta Braves baseball games, traveling, and working on house projects.
I was the first employee at Hurlow Wealth Management!