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Senior Wealth Advisor
B.A., Ball State University
25 years
2022
Dave is a current member of the Financial Planning Association.
Dave is a current member of the Financial Planning Association.
Senior Consultant, Government/Public Plans
B.S., Mathematics - Purdue University Indianapolis
35 years
2019
Senior Consultant
MBA, Miller School of Business at Ball State University
B.S., Kelley School of Business at Indiana University at Indianapolis
21 years
2017
Trading Manager & Associate Portfolio Manager
MBA, Indiana Wesleyan University
B.S., Indiana Wesleyan University
11 years
2021
General Counsel and Chief Compliance Officer
15 years
2012
Treasurer of the Holy Cross Lutheran Church of Indianapolis, Inc. Foundation.
Treasurer of the Holy Cross Lutheran Church of Indianapolis, Inc. Foundation.
Chief Investment Officer
B.S., Ball State University (Cum Laude)
33 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.
Chief Operating Officer
Indiana University School of Law
B.A., Wabash College
21 years
2020
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 Board of Directors of the Indiana Chamber of Commerce and the Board of Directors of Girls, Inc. of Greater Indianapolis. Member of the Governance & Oversight Committee of the CFA Society of Indianapolis.
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 Board of Directors of the Indiana Chamber of Commerce and the Board of Directors of Girls, Inc. of Greater Indianapolis. Member of the Governance & Oversight Committee of the CFA Society of Indianapolis.
Office Manager & IT Specialist
MPS, University of Miami
B.S., Ball State University
2019
Wealth Advisor
B.A., Theology – Valparaiso University
M.S., Personal Financial Planning – Kansas State University
5 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.
Institutional Analyst
B.S., University of Indianapolis
32 years
2014
Client Services Associate
B.S., Indiana University
2016
Megan is an active member of the Indianapolis Chapter of Indianapolis Women Leaders.
Megan is an active member of the Indianapolis Chapter of Indianapolis Women Leaders.
Chief Executive Officer
B.A., Indiana University
39 years
1981
Greg is a member of the CFA Institute and the CFA Society of Indianapolis, a member of the Midwest chapter of Kappa Beta Phi, and a former member and Chair of the NASD District Committee No. 8.
Board of Directors of American Pianists Association and the Jordan YMCA. Member of the Advisory Council of the Indiana University – Purdue University Indianapolis Center for Economic Education.
Greg is a member of the CFA Institute and the CFA Society of Indianapolis, a member of the Midwest chapter of Kappa Beta Phi, and a former member and Chair of the NASD District Committee No. 8.
Board of Directors of American Pianists Association and the Jordan YMCA. Member of the Advisory Council of the Indiana University – Purdue University Indianapolis Center for Economic Education.
Director of Strategic Partnerships
B.A., DePauw University
2 years
2018
Suzy is currently a trustee 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 trustee 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.
Managing Director, Institutional Advisory Services
B.S., Purdue University
26 years
2007
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He is also a member of the John Purdue Club and the Founder of Indy Wild, an Indianapolis-based youth volleyball program.
Treasurer for Cookies for Kids' Cancer Foundation, Board Member St. Luke’s Athletics.
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He is also a member of the John Purdue Club and the Founder of Indy Wild, an Indianapolis-based youth volleyball program.
Treasurer for Cookies for Kids' Cancer Foundation, Board Member St. Luke’s Athletics.
Senior Wealth Advisor
B.M., DePauw University (Cum Laude)
19 years
2016
Associate Portfolio Manager
MBA, Xavier University
B.A., University of Kentucky
4 years
2021
Associate Portfolio Manager
B.S. Ball State University
3 years
Adjunct Member of the CFA Society of Indianapolis
Adjunct Member of the CFA Society of Indianapolis
Controller
MAFM, Keller Graduate School of Mgmt
MBA, Anderson University
B.S., Indiana Wesleyan University
2022
Michelle is the Treasurer of Ladies Under Construction.
Michelle is the Treasurer of Ladies Under Construction.
President
B.S., Indiana University
34 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 Investment Committee of the Indiana Landmarks Foundation, Member of the Indiana University School of Medicine Planned Giving Committee, the Indiana University Kelley School of Business Dean’s Council, and the Booth Tarkington Civic Theater's Board of Trustees.
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 Investment Committee of the Indiana Landmarks Foundation, Member of the Indiana University School of Medicine Planned Giving Committee, the Indiana University Kelley School of Business Dean’s Council, and the Booth Tarkington Civic Theater's Board of Trustees.
Senior Wealth Advisor
B.S., Huntington University
22 years
2021
Adrian is a member of the CFA Institute and CFA Society of Indianapolis. He is active in Zionsville Century Club. He is a past member of Toastmasters. Adrian also has served as a youth baseball coach for the past three years.
Board Treasurer for Herron Classical Schools, Member of President’s Advisory Council for Excellence – Huntington University and Ronald McDonald House Charities (past)
Adrian is a member of the CFA Institute and CFA Society of Indianapolis. He is active in Zionsville Century Club. He is a past member of Toastmasters. Adrian also has served as a youth baseball coach for the past three years.
Board Treasurer for Herron Classical Schools, Member of President’s Advisory Council for Excellence – Huntington University and Ronald McDonald House Charities (past)
Client Services Associate
B.S., Indiana University-Purdue University Indianapolis
4 years
2022
Portfolio Manager
B.S., Computer Engineering, Mumbai University
M.S., Finance, University of Illinois at Urbana-Champaign
12 years
2020
Member of the CFA Society of Chicago
Member of Chicago Quantitative Alliance (CQA)
Volunteer at Metrosquash Chicago
Metrosquash Chicago - Auxiliary Board Member, Finance Committee Co-chair
Member of the CFA Society of Chicago
Member of Chicago Quantitative Alliance (CQA)
Volunteer at Metrosquash Chicago
Metrosquash Chicago - Auxiliary Board Member, Finance Committee Co-chair
Senior Portfolio Manager
B.A., Lafayette College
M.A., Brandeis University
22 years
2018
Volunteer, Accelerate Investors.
Volunteer, Accelerate Investors.
Managing Director, Private Client
B.S., Miami University in Oxford, OH
M.B.A., DePaul University, Chicago, IL
28 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.
Institutional Operations Coordinator
B.A., Indiana University-Purdue University Indianapolis
2022
Christy currently teaches a yoga class for the Jewish Federation of Greater Indianapolis for the Kavod group (Holocaust survivors).
Christy currently teaches a yoga class for the Jewish Federation of Greater Indianapolis for the Kavod group (Holocaust survivors).
Senior Portfolio Manager
B.A., Indiana University Graduate Advanced Bank Management Program, University of Wisconsin School of Banking
37 years
2008
Serves on the Financial Council of SS Francis and Clare Catholic Church.
Serves on the Financial Council of SS Francis and Clare Catholic Church.
Human Resources Director
B.S., Olivet Nazarene University
2021
Consultant
B.S., Southern Illinois University - Carbondale
16 years
2022
Director of Portfolio Management
MBA, University of Louisville
MTS, Harvard Divinity School
B.A., Hanover College
6 years
2014
Member of the CFA Society and CFA Society of Indianapolis and a volunteer at the Cystic Fibrosis Foundation, Indiana Chapter.
Board Member, Cystic Fibrosis Foundation, Indiana Chapter. Legacy Fund Trustee, Trinity Episcopal Church.
Member of the CFA Society and CFA Society of Indianapolis and a volunteer at the Cystic Fibrosis Foundation, Indiana Chapter.
Board Member, Cystic Fibrosis Foundation, Indiana Chapter. Legacy Fund Trustee, Trinity Episcopal Church.
Senior Consultant
B.S., Purdue University
25 years
2019
Janet is a member of the CFA Institute, the CFA Society of Indianapolis, and the CAIA Chicago Charter. She is an active supporter of Grameen America and Big Brothers/Big Sisters and is a member of the John Purdue Club.
Board Member, Dove Recovery House for Women.
Janet is a member of the CFA Institute, the CFA Society of Indianapolis, and the CAIA Chicago Charter. She is an active supporter of Grameen America and Big Brothers/Big Sisters and is a member of the John Purdue Club.
Board Member, Dove Recovery House for Women.
Senior Manager, Portfolio Operations & Information Technology
Course work at Indiana University Purdue University Indianapolis
19 years
2003
Associate Wealth Advisor
B.A., Indiana University Bloomington
2022
Lindsey is a current member of the Financial Planning Association.
Lindsey is a current member of the Financial Planning Association.
Wealth Advisor
MBA, University of Cincinnati
B.S., University of Dayton
16 years
2019
Dean is a current member of the Financial Planning Association of Greater Indiana and former Board Member of Easterseals Crossroads. He was awarded the Indianapolis Business Journal’s “40 Under Forty” in 2017.
Board member of the Riley Cheer Guild. Chair of Saint Luke Catholic Church Finance Council. Board member of the Nora Alliance.
Dean is a current member of the Financial Planning Association of Greater Indiana and former Board Member of Easterseals Crossroads. He was awarded the Indianapolis Business Journal’s “40 Under Forty” in 2017.
Board member of the Riley Cheer Guild. Chair of Saint Luke Catholic Church Finance Council. Board member of the Nora Alliance.
Senior Portfolio Manager
MBA, Indiana University, Kelley School of Business
B.A., Indiana University (Phi Beta Kappa)
41 years
2009
Board Member of the United Methodist Foundation of Indianapolis and Discipleship Walk.
Member and former Board Member of the CFA Society of Indianapolis.
Board Member of the United Methodist Foundation of Indianapolis and Discipleship Walk.
Member and former Board Member of the CFA Society of Indianapolis.
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).
