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Alli oversees the operations for the practice and our financial planning processes.
Cameron helps with financial planning and preparing for meetings, and sits in on meetings to assist advisors.
Carly helps with financial planning and preparing for meetings and sits in on meetings to assist advisors.
Diana is a licensed Client Service Specialist and is responsible for implementing trades and transactions, as well as rebalancing our in-house portfolio models that we manage for many of our clients.
Julie is the warm and friendly person who greets you upon entering our Merrillville, IN location. Julie uses her hospitality gifts to welcome our clients and also manages the event coordination for the office.
Krista manages all client service requirements for Scott, including his scheduling and paperwork.
Loran brings years of experience in financial planning and operations to help our team run smoothly and assist advisors in delivering advice to clients.
Michele serves as Client Service Coordinator and is responsible for all business processing and coordinating any paperwork with our clients.
Patrice manages all client service aspects for Jim and Jenna.
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