Director of Goelzer Private Office, Senior Wealth Advisor
B.S., Huntington University
25 years
2021
Member of the CFA Institute and CFA Society of Indianapolis and a volunteer at Ronald McDonald House of Central Indiana. Previously served as coach of Zionsville Youth Baseball.
Board Treasurer for Herron Classical Schools, Member of President’s Advisory Council for Excellence – Huntington University and Ronald McDonald House Charities (past)
Member of the CFA Institute and CFA Society of Indianapolis and a volunteer at Ronald McDonald House of Central Indiana. Previously served as coach of Zionsville Youth Baseball.
Board Treasurer for Herron Classical Schools, Member of President’s Advisory Council for Excellence – Huntington University and Ronald McDonald House Charities (past)
Office Manager & IT Specialist
MPS, University of Miami
B.S., Ball State University
5 years
2019
Volunteer Team Manager at St. Francis Soccer Club
Volunteer Team Manager at St. Francis Soccer Club
Institutional Reporting & Operations Associate
B.S. Purdue University
8 years
2024
Active volunteer with IndyHumane.
Active volunteer with IndyHumane.
Client Services Associate
B.S., Indiana University-Purdue University Indianapolis
4 years
2022
Chief Compliance Officer
Senior Partner
B.S., Indiana University
35 years
1990
Indianapolis Business Journal’s “40 Under Forty” Award 2000. Brett is a member of the CFA Institute and CFA Society of Indianapolis.
Former Chapter Chair & Life Trustee of the Indiana Chapter of The Nature Conservancy, Treasurer & Chair of the Finance Committee of Indiana Landmarks, Member of the Indiana University School of Medicine Planned Giving Committee, and the Indiana University Kelley School of Business Dean’s Council.
Indianapolis Business Journal’s “40 Under Forty” Award 2000. Brett is a member of the CFA Institute and CFA Society of Indianapolis.
Former Chapter Chair & Life Trustee of the Indiana Chapter of The Nature Conservancy, Treasurer & Chair of the Finance Committee of Indiana Landmarks, Member of the Indiana University School of Medicine Planned Giving Committee, and the Indiana University Kelley School of Business Dean’s Council.
Managing Director, Private Client
B.S., Miami University in Oxford, OH
M.B.A., DePaul University, Chicago, IL
32 years
2012
Brian is a member of the CFA Institute and the CFA Society of Indianapolis.
Board Member of College Mentors for Kids.
Brian is a member of the CFA Institute and the CFA Society of Indianapolis.
Board Member of College Mentors for Kids.
Portfolio Specialist
Director of Finance
BS Accounting, Magna Cum Laude, State University of New York at Albany
2024
Indianapolis Business Journal’s 40 under 40 recipient
Junior Achievement Best and Brightest Award
Jameson Camp Finance Committee
Indianapolis Business Journal’s 40 under 40 recipient
Junior Achievement Best and Brightest Award
Jameson Camp Finance Committee
President
Indiana University School of Law
B.A., Wabash College
4 years
2020
CFA Society of Indianapolis (2023-24), Visit Indy Board of Directors (2009-17), Super Bowl XLVI Host Committee (2010-12), Indianapolis City Market Board of Directors (2012-14), Orchard School Diversity Committee (2012-14), Project Home Indy Board of Directors (2012-15), Neighborhood Association Board of Directors (2017-19), and Tourism Tomorrow Indy Board of Directors (2019).
Recognized as a Sagamore of the Wabash (2020) and in the IBJ’s Who’s Who in the Law (2011) and the IBJ’s 40 Under 40 (2009).
Member of the Boards of Directors of the Indiana Chamber of Commerce and Girls, Inc. of Greater Indianapolis.
CFA Society of Indianapolis (2023-24), Visit Indy Board of Directors (2009-17), Super Bowl XLVI Host Committee (2010-12), Indianapolis City Market Board of Directors (2012-14), Orchard School Diversity Committee (2012-14), Project Home Indy Board of Directors (2012-15), Neighborhood Association Board of Directors (2017-19), and Tourism Tomorrow Indy Board of Directors (2019).
Recognized as a Sagamore of the Wabash (2020) and in the IBJ’s Who’s Who in the Law (2011) and the IBJ’s 40 Under 40 (2009).
Member of the Boards of Directors of the Indiana Chamber of Commerce and Girls, Inc. of Greater Indianapolis.
Portfolio Manager
B.S. Ball State University
8 years
Member of CFA Society of Indianapolis and volunteer for CFA Research Challenge
Member of CFA Society of Indianapolis and volunteer for CFA Research Challenge
Senior Wealth Advisor
B.A., Ball State University
25 years
2022
Dave is a current member of the Financial Planning Association.
Board Member of Indianapolis Baroque Orchestra
Dave is a current member of the Financial Planning Association.
Board Member of Indianapolis Baroque Orchestra
Director of G•PRO Sports, Senior Wealth Advisor
MBA, University of Cincinnati
B.S., University of Dayton
20 years
2019
Former Board member of Easterseals Crossroads, the Nora Alliance, and the Riley Cheer Guild. He was awarded the Indianapolis Business Journal’s “40 Under Forty” in 2017.
Chair of Saint Luke Catholic Church Finance Council
Riley Hospital Children’s Foundation Professional Advisors Council
Riley Cheer Guild Ex Officio Board Member
Former Board member of Easterseals Crossroads, the Nora Alliance, and the Riley Cheer Guild. He was awarded the Indianapolis Business Journal’s “40 Under Forty” in 2017.
Chair of Saint Luke Catholic Church Finance Council
Riley Hospital Children’s Foundation Professional Advisors Council
Riley Cheer Guild Ex Officio Board Member
Chief Growth Officer
B.S., Purdue University
30 years
2007
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He was awarded KPMG Indianapolis “Best and Brightest” in 2004. He is a volunteer coach at St. Luke and Munciana Volleyball Club.
Co-Founder of Indy Pro Volleyball Federation franchise. Investment committee member for Independent Colleges of Indiana. He is also a member of the Purdue’s President’s Council and United Way Tocqueville Society.
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He was awarded KPMG Indianapolis “Best and Brightest” in 2004. He is a volunteer coach at St. Luke and Munciana Volleyball Club.
Co-Founder of Indy Pro Volleyball Federation franchise. Investment committee member for Independent Colleges of Indiana. He is also a member of the Purdue’s President’s Council and United Way Tocqueville Society.
Senior Consultant, Government/Public Plans
B.S., Mathematics - Purdue University Indianapolis
35 years
2019
Front Desk Receptionist
Chief Investment Officer
MBA, University of Louisville
MTS, Harvard Divinity School
B.A., Hanover College
10 years
2014
Member of the CFA Society and CFA Society of Indianapolis and a volunteer at the Cystic Fibrosis Foundation, Indiana Chapter.
President, Legacy Fund Trustees, Trinity Episcopal Church
Member of the CFA Society and CFA Society of Indianapolis and a volunteer at the Cystic Fibrosis Foundation, Indiana Chapter.
President, Legacy Fund Trustees, Trinity Episcopal Church
Senior Client Services Associate
B.A., Indiana University-Purdue University Indianapolis
2022
Chief Executive Officer
B.A., Indiana University
44 years
1981
Greg is a member of the CFA Institute and the CFA Society of Indianapolis, a member of the Chicago chapter of the Midwest chapter of Kappa Beta Phi, and The American Business Club.
Member of the Board of Directors at the American Piano Awards, serving as Vice Chair.
Greg is a member of the CFA Institute and the CFA Society of Indianapolis, a member of the Chicago chapter of the Midwest chapter of Kappa Beta Phi, and The American Business Club.
Member of the Board of Directors at the American Piano Awards, serving as Vice Chair.
Director of Administration
Course work at Indiana University Purdue University Indianapolis
21 years
2003
Little Red Door Cancer Agency, Board of Directors
Little Red Door Cancer Agency, Board of Directors
Senior Partner
B.S., Ball State University (Cum Laude)
37 years
2005
Andy is a member of the CFA Institute and CFA Society of Indianapolis.
Jameson Camp, former Board Member and Past President. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the CFA Society of Indianapolis.
Andy is a member of the CFA Institute and CFA Society of Indianapolis.
Jameson Camp, former Board Member and Past President. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the CFA Society of Indianapolis.
Senior Consultant
MBA, Miller School of Business at Ball State University
B.S., Kelley School of Business at Indiana University at Indianapolis
27 years
2017
Senior Portfolio Manager
Wealth Advisor
B.A., Theology – Valparaiso University
M.S., Personal Financial Planning – Kansas State University
9 years
2019
Kory is a current member of the Financial Planning Association of Greater Indiana.
Kory is a current member of the Financial Planning Association of Greater Indiana.
Portfolio Specialist
Treasurer of YPCI Board
Treasurer of YPCI Board
Senior Client Relationship Specialist
B.S., Indiana University
8 years
2016
Associate Wealth Advisor
B.A., Criminology - Butler University
13 years
2023
Brebeuf Jesuit Girls Varsity Head Coach 2011-Present Founder Circle City Lacrosse Club 2015-Present
Brebeuf Jesuit Girls Varsity Head Coach 2011-Present Founder Circle City Lacrosse Club 2015-Present
Managing Director, Institutional Advisory Services
Director of Wealth Planning, Senior Wealth Advisor
B.M., DePauw University (Cum Laude)
23 years
2016
Michelle is a current member of the Estate Planning Council of Indianapolis and the Financial Planning Association.
Michelle is a current member of the Estate Planning Council of Indianapolis and the Financial Planning Association.
Investment Strategist
Portfolio Operations Manager
MBA, Indiana Wesleyan University
B.S., Indiana Wesleyan University
11 years
2021
Senior Manager, Client Services
Associate's Degree, University of Indianapolis
30 years
1995
Who’s Who Behind the Scenes in Banking and Financial Services (2003).
Who’s Who Behind the Scenes in Banking and Financial Services (2003).
Director of Strategic Partnerships
B.A., DePauw University
6 years
2018
Suzy is currently a Vice Chair for the Indiana Chapter of The Nature Conservancy as well as a member of the United Way Tocqueville Society. She is also an Associate member of The Children’s Museum Guild. Suzy is affiliated with Kappa Kappa Gamma and Tri-Kappa.
Suzy is currently a Vice Chair for the Indiana Chapter of The Nature Conservancy as well as a member of the United Way Tocqueville Society. She is also an Associate member of The Children’s Museum Guild. Suzy is affiliated with Kappa Kappa Gamma and Tri-Kappa.
Senior Portfolio Manager
B.S., Computer Engineering, Mumbai University
M.S., Finance, University of Illinois at Urbana-Champaign
15 years
2020
Member of the CFA Society of Indianapolis
Member of Chicago Quantitative Alliance (CQA)
The Stem Connection – Board Member, Member of the Finance Committee
Member of the CFA Society of Indianapolis
Member of Chicago Quantitative Alliance (CQA)
The Stem Connection – Board Member, Member of the Finance Committee
