Carmel Financial Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Carmel Financial Advisors
Team photo for Carmel Financial Advisors

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Advisors

Jimmy Pike

CFP®, CDFA®, CRPC

Financial Advisor

Visit Jimmy Pike's website


Team

Nickie O'Brien

Nickie O'Brien

Operations Director,

Executive Assistant

Qualifications

  • Banking and Customer Service

Roles & Responsibilities

  • Office Management, Scheduling, Client Service
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Garret Jochem

Garret Jochem

Marketing Specialist,

Client Service Specialist