As a seasoned Wealth Advisor with more than 30 years of experience in investment management, wealth advising, accounting and tax planning, I am well-versed in all aspects of personal wealth planning. I am dedicated to helping clients achieve their financial goals and secure their financial future.
I graduated from the Kelley School of Business at Indiana University in 1994 with a degree in Accounting. I obtained my CPA license and worked in tax and audit at a Big Six accounting firm in Indianapolis. I then went on to work for the Walt Disney Company in Burbank California in their Management Audit department. I gained invaluable experience in tax, accounting and finance while working as a CPA.
In 1999, I was given an opportunity to join Edward Jones, a regional brokerage firm in my home state of Indiana. While my time and experiences during my 24 years at Edward Jones were great, I knew it was time to move on to forge a new path to better serve our clients with more flexibility around advice, solutions and technology. In March of 2023, my good friend Jason Jackson and I decided to open our own wealth advising company, Jackson Bellush Financial Group.
As a dedicated and experienced Financial Advisor, I am committed to providing personalized financial advice and helping clients achieve their financial aspirations. With my comprehensive knowledge and investment management experience I strive to make a positive impact on the financial well-being of my clients. I am always eager to learn and adapt to changing market conditions and regulations to deliver the highest level of service and value to my clients.
I have served on many boards and organizations over the years. I have served on the Salvation Army board, IU Health Bedford board, Smithville Diamonds board, to name a few. I’ve also served in Kiwanis, BNI and several other local organizations. I also served as a “Big” in the Big Brother/Big Sisters program.
Outside of the office and working in the community, I enjoy golfing, traveling and spending time with my wife Stacey, and our three kids, Maddie, Alex and Nick.
Please feel free to contact me for a consultation to discuss your financial needs and goals. I look forward to assisting you on your financial path to success.