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Growing up, I always had an interest in investing. In my freshman year of high school, I took a virtual stock market class, and I really enjoyed it. At that point in time, I decided I needed someone to educate me and guide me with investing and help me reach the financial goals I had. I walked into a financial advisor's office and he spent the time to help me with my goals. After that experience, I knew I wanted to work in the financial services industry.
As your Raymond James branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I will help determine an appropriate financial strategy for you and your family. I use an established process to understand what matters most to you, develop and implement personalized strategies and partner together to help keep you on track. We strive to exceed our clients' expectations and want them to feel fully understood, informed, in control and confident about their most important financial goals.
I am a CERTIFIED FINANCIAL PLANNER® professional and I have also earned the Chartered Retirement Planning Counselor™ designation through the College for Financial Planning®. The CRPC™ designation provides specific education on retirement planning principles, estate considerations, retirement income streams, Social Security and health care considerations.
I have also earned the Accredited Asset Management Specialist™ designation.
I am a Ball State University grad, and I enjoy giving back to my community. I'm a volunteer firefighter/EMT and a board member for one of the local fire departments. Some of my passions including traveling, hiking and adventuring all of what life has to offer.
I look forward to getting to know you and understanding what's most important to you; let's talk over coffee or lunch.
You may reach me by calling the branch or emailing DJ.mahler@raymondjames.com.