With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
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Alli oversees the operations for the practice and our financial planning processes.
Michele serves as Client Service Coordinator and is responsible for all business processing and coordinating any paperwork with our clients.
Krista manages all client service requirements for Scott, including his scheduling and paperwork.
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.
Patrice manages all client service aspects for Jim and Jenna.
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.
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.
Jordan helps with financial planning and preparing for meetings, and sits in on meetings to assist advisors.
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