Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Southern Indiana Advisors
Team photo for Southern Indiana Advisors

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Our advisors



Our team

Jan Kleinhelter

Jan Kleinhelter

Administrative Assistant

Janelle Beck

Janelle Beck

Financial Planning Assistant

Theresa Gilley

Theresa Gilley

Client Service Manager,

Chartered Retirement Planning Counselor™