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Our Story

Our Story

 


I spent over a decade at Smith Barney, which became Morgan Stanley after the financial crisis. Ultimately, I left to found Turquoise Wealth Management to be more responsive to local needs, to create a company culture with Midwest values, and to have control and knowledge over business decisions that affect my clients.

 

Turquoise Wealth Management
300 Main St. Suite 600
Lafayette, IN 47901
Phone: 765-637-7920

   
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.  Cambridge and Turquoise Wealth Management, LLC are not affiliated.