The Team

Acuitas Financial Group
When a marriage ends in divorce, financial concerns are often top of mind. We help our clients feel more secure about their future by helping them make sound decisions that address their immediate and long-term financial needs and goals. Using our exclusive Confident Retirement® approach and with experience in pre- and post-divorce planning, we help our clients feel the peace of mind that having a plan can bring so they can move forward confidently and optimistically.

Our Advisors

Gregg Keele

Gregg Keele

Private Wealth Advisor

More about me...

Contact

Gregg.Keele@ampf.com

317.288.5400

Designations

CFP®, CRPC®, CLTC®

Top Areas of Focus

  • Divorce Financial Planning
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options

Education

B.S. Political Science, Indiana State University, Terre Haute, IN 1997, B.S. Economics, Indiana State University, Terre Haute, IN 1996
CA Insurance #0M94850

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Philip Christner

Philip Christner

Associate Financial Advisor

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Contact

Philip.T.Christner@ampf.com

317.288.5400

Designations

CFP®, CDFA®, CLTC®

Top Areas of Focus

  • Divorce Financial Planning
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing

Education

B.S. Finance, Butler University, Indianapolis, IN, 2006

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Andrew Baker

Andrew Baker

Financial Advisor

More about me...

Contact

drew.baker@ampf.com

260.271.1050

Designations

CFA

Top Areas of Focus

  • Business Retirement Plans
  • Estate Planning Strategies
  • Retirement Planning Strategies

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Ryan Perkins

Ryan Perkins

Private Wealth Advisor

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Contact

ryan.n.perkins@ampf.com

260.271.1050

Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
AR License #4007379

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Tracie Luley

Tracie Luley

Financial Advisor

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Contact

Tracie.L.Luley@ampf.com

260.497.8884

Designations

AAMS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Women's Financial Strategies

Education

Indiana Tech BS in Business Administration Management

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Karl Barske

Karl Barske

Financial Advisor

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Contact

karl.y.barske@ampf.com

317.288.5400

Designations

ChFC®, CFS®

Top Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

University of KwaZulu-Natal, BS, Biochemistry, Genetics, Zoology 1986-1990

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Laura McMahon

Laura McMahon

Financial Advisor

More about me...

Contact

Laura.M.McMahon@ampf.com

317.288.5400

Designations

CFP®

Top Areas of Focus

  • Women's Financial Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

University of Indianapolis, BS

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Edward Puglise

Edward Puglise

Financial Advisor

More about me...

Contact

edward.c.puglise@ampf.com

260.497.8884

Designations

CRPC®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies

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Thomas Russell

Thomas Russell

Financial Advisor

More about me...

Contact

thomas.c.russell@ampf.com

260.416.0018

Top Areas of Focus

  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

BA, Economics/Business, University of Illinois, Urbana-Champaign, IL

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Allen Blackall

Allen Blackall

Associate Financial Advisor

Dennis Zimmerman

Dennis Zimmerman

Financial Advisor

More about me...

Contact

Dennis.Zimmerman@ampf.com

260.271.1050

Designations

CLU®, ChFC®, MSFS

Top Areas of Focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Retirement Income Strategies

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Neil Anger

Neil Anger

Financial Advisor

More about me...

Contact

Neil.Anger@ampf.com

317.288.5400

Designations

CFP®

Top Areas of Focus

  • Investment Management
  • Retirement Income Strategies
  • Insurance

Education

Ball State University - Miller School of Business

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Our Staff

Darcy Barker

Darcy Barker

Client Relationship Manager

Executive Assistant
More about me...

Contact

Darcy.Barker@ampf.com

317.288.5400 Ext. 205

Qualifications

  • With Ameriprise since 2012

Roles & Responsibilities

  • Client Support
  • Office Administration
  • Client Meeting Preparation
  • Event Coordination & Planning
  • Notary Public
Stephanie Barske

Stephanie Barske

Administrative Assistant

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Qualifications

  • With Ameriprise since 2016
Ashley R. Schafer

Ashley R. Schafer

Executive Assistant

Client Service Specialist
Danielle Harhigh

Danielle Harhigh

Administrative Assistant

Kevin D. McKay

Kevin D. McKay

Investment Specialist

Paraplanner
Tammy L. Couch

Tammy L. Couch

Client Service Manager

Heather Saddington

Heather Saddington

Administrative Assistant