World-class Team

Our Values

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Integrity
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Service
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Thought Leader
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Vision
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Partnership

 

Mark E. Wise , CFP®, ChFC®, CASL®, AEP®, RICP®

President and CEO

Office 317-818-2654


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James M. Carey , MBA, CLTC®, CFP®, RICP®, CASL®

Associate Wealth Management Advisor

Office 317-819-0570


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Eddie Gill

Lead Advisor

Office 317-269-7792


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Frank Parker

Director of Operations

Office 317-269-7792


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Stephanie Moles

Investment Operations Manager

Office 317-818-2643


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Steve Morlock

Investment Operations

Office 317-818-2647


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Beth Osborne

Insurance Operations Associate

Office 317-269-7793


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Jeremy Ray

Associate Wealth Management Advisor

Office 317-269-7792


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Sara Gouty

Marketing Manager

Office 317-269-7792


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Spencer Hofer

Associate Wealth Management Advisor

Mobile 517-745-7115


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Allison Gruesbeck , MBA, CFP®, ChFC®

Financial Planning Associate

Office 317-269-7792


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Kellie Behrle

Client Service Administrator

Office 317-269-7792


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