Our Team

Chris is a registered representative with LPL Financial and brings more than 20 years of financial services experience to LHD Retirement. For most of his career, Chris has focused on issues and matters relating to companies and their group retirement plans. In 2008, Chris expanded his focus to include individual financial planning and wealth management.

Chris enjoys the deep connection that he shares with all of his clients as it allows him to fully understand their goals, their strengths, their financial fears, and the challenges that they face in meeting their objectives. This enables him to approach each client’s financial plan with a unique perspective and create strategies with the client’s best interest in mind.

Chris graduated from Ball State University with a Bachelor of Science degree in Finance. He has also earned the designations of Chartered Retirement Plans Specialist (CRPS^®) and Accredited Investment Fiduciary (AIF^®).

Chris resides in Zionsville, Indiana with his wife Stephanie and their three sons, Ben, Josh, and Cory. Chris is a member of the worship team and deacon at Cornerstone Bible Church in Westfield, Indiana. He enjoys golf, boating, and watching his children participate in sports.

Jess came to LHD Retirement in 2014 from a Registered Investment Advisory practice in Muncie, Indiana where he served as a portfolio manager and headed the firm’s International and Emerging Markets research.

Jess' primary role is to provide research analysis and portfolio management to our retirement plan clients, as well as building model portfolios for our individual clients. Jess is a member of the LHD investment committee that meets regularly to discuss macro and micro trends in the economy and financial markets as a means of monitoring our clients’ allocations. In addition, Jess reviews the retirement plan investment menus offered by our retirement plan clients to ensure they are fulfilling their fiduciary duty with regard to measuring and monitoring their investments.

Jess has earned the right to use the Chartered Financial Analyst® designation and holds his Chartered Retirement Plans Specialist® designation. He is a graduate of Ball State University.

Mike has worked in the financial industry most of his adult life before coming to LHD. During his professional life, he has worked with clients in a variety of ways to increase and manage wealth including both corporate and individual clients. His wide range of experience makes him ready to help clients in the easiest and smoothest method possible.

Series 7 and 63 licensed with LPL Financial, Mike prides himself on staying aware of market trends and how they may affect his clients’ needs. He holds a B.A. from Beloit College in Wisconsin.

Mike and his spouse spend most weekends working on their 1892 Victorian and caring for their five furry kids.

Donna enjoys supporting every LHD Retirement client to pursue their financial goals. Prior to LHD Retirement, she worked for a major financial services firm trading and working with clients to increase their financial knowledge and ability to utilize the firm’s resources. She was promoted to the estates team and ultimately served as an operational supervisor focusing on fast and effective strategies to help clients in life’s most difficult moments.

The common thread is Donna’s focus to provide every client with an exceptional experience through empathy, listening, and the ability to add value tailored to each client’s unique situation. Donna has a bachelor of arts degree, and has Series 7 and 63 registrations held with LPL Financial.

Donna calls Brownsburg home with her husband, David. She enjoys reading, learning, traveling, home projects, staying in touch with family and friends, and keeping up with David’s golf tournaments.