Welcome!

Have you invited Jesus Christ into your heart and life as your Lord and Savior?

Yes

I believe that Jesus is the Christ the one and only begotten Son of the living God

Yes

I strive to honor the Lord Jesus in my business practices.

Yes

My home church is:

New Life Community Church in Noblesville

I live and work in the state of:

Indiana

I live in the state county of: (IF OUTSIDE THE USA, LIST YOUR COUNTRY HERE)

Hamilton

I live in the city of:

Noblesville

My company name is:

Covenant Wealth Management Group of Raymond James

My title responsibility in the company is:

Partner

My business is located in the following COUNTY (i.e. Marion County)

Hamilton

My business is located in the city of:

Carmel

You are welcome to contact me via phone at:

317-569-9744

The category that best describes my business is:

Services – Personal & Professional

I offer the following products/services:

Financial Planning . Trust Services . Fee-Based Platforms . Mutual Funds . Stocks . Bonds . Annuities . Banking Products and Services . Business Retirement Plans . Life, Disability, and Long-Term Care Insurance . Exchange Traded Funds

My target market(s) are:

Individuals who need to plan for financial goals and desire a long-term relationship with a wealth management team.

Territories I can serve well with my products and services are:

The majority of our current clients reside in the following states: Indiana, Illinois, Michigan, Ohio, Kentucky, and Florida.

Currently I am looking for the following type of client(s):

Individuals who have recently: sold a business, sold land, received an inheritance, changed jobs (or retired).

My best affinities are:

CPAs and Attorneys

Business address to be used for a CBNA Google Map:

12800 N Meridian St, Ste 100, Carmel, IN 46032

Website:

http://www.covenantwealthmgt.com/