Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Paul Ackermann

CFP®, APMA

Financial Advisor

Associate Vice President
Learn more about Paul Ackermann Visit Paul Ackermann's website

Bryan Baker

MBA, APMA

Financial Advisor

Associate Vice President
Learn more about Bryan Baker Visit Bryan Baker's website

Bradley V Harrold

CFP®, ChFC®

Financial Advisor

Associate Vice President
Learn more about Bradley V Harrold Visit Bradley V Harrold's website


Our team

Justin Flatter

Justin Flatter

Client Service Associate

Qualifications

  • Series 7
  • Series 63
  • Indiana Life & Health
View more

Violetta Weir

Client Service Associate