World-class Team

Our Values

Icon
Integrity
Icon
Service
Icon
Thought Leader
Icon
Vision
Icon
Partnership

 

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

President and CEO

Office 317-818-2654


Email

Read Bio

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

Associate Wealth Management Advisor

Office 317-819-0570


Email

Read Bio

Eddie Gill

Lead Advisor

Office 317-269-7792


Email

Read Bio

Steve Morlock

Investment Operations

Office 317-818-2647


Email

Read Bio

Beth Osborne

Insurance Operations Associate

Office 317-269-7793


Email

Read Bio

Jeremy Ray , ChFC®, CFP®, RICP®

Lead Advisor

Office 317-225-5061


Email

Read Bio

Spencer Hofer , CFP®, ChFC®

Lead Advisor

Mobile 517-745-7115


Email

Read Bio

Isaac Loechle

Business Development

Office 317-269-7792


Email

Read Bio

Samantha Pezzute

Investment Operations Associate

Office 317-863-9253


Email

Read Bio

Andrew Ragsdale

Associate Wealth Management Advisor

Office 317-489-9122


Email

Read Bio

Devin Bos

Director of Investment Operations and Services

Office 317-824-9764


Email

Read Bio

Jillian Simon

Client Service Representative

Office 317-854-8421


Email

Read Bio

Atticus Clouse

Financial Planning Associate

Office 317-863-9226 ext. 9226


Email

Read Bio

Jill Sullivan

Executive Assistant

Office 317-269-7792


Email

Read Bio

Sam Katuzienski

Financial Planning Associate

Office 317-708-3907


Email

Read Bio

Sharon Melendez

Director of Operations

Office 317-819-5492


Email

Read Bio

Timothy Powell

Financial Representative Assistant

Office 317-269-7792


Email

Read Bio