Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Meredith Tabbone

Meredith Tabbone

MBA, CFP®, CRPC

Private Wealth Advisor

Managing Director of Tabbone & Associates
Learn more about Meredith Tabbone Visit Meredith Tabbone's website


Our team

Kaitlin Capek

Kaitlin Capek

Client Service Manager

Qualifications

  • Indiana Life, Accident & Health Producer License

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