IndigoFlow Financial Group

Our team’s non-negotiable values are integrity, work ethics, and prioritizing our clients’ financial needs.

Our core values are:

  • Connecting to Higher Purpose
  • Leading in Our Chosen Specialties
  • Always Delivering Value
  • Embracing Wholeness of People

Our team of compassionate, conscientious, and hard working professionals is dedicated to putting your financial goals and interests first. To us, this is not just a job, it is our calling. It’s our commitment to you, our clients, to deliver insightful, impactful, and integral solutions, helping empower you live your life to the fullest.

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Advisors

Advisor photo for Violetta Terpeluk

Violetta Terpeluk

MBA, CFP®, BFA, CPWA®, CEPA®, CRPC

Financial Advisor

Certified Exit Planning Advisor®
Visit Violetta Terpeluk's website


Team

Brett Macauley, CRPC

Brett Macauley, CRPC

Business Development Specialist

Qualifications

  • B.A., UC Santa Barbara
  • FINRA Series 6, 7, 63, 65 and 24 Security Licenses

Roles & Responsibilities

  • In charge of consulting franchise ownership (Franchise Consultant)
  • Core Values: Family, Health, Integrity, Happiness
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Itzel Gonzalez, CFP®

Itzel Gonzalez, CFP®

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • B.S. in Financial Planning, California State University, Sacramento
  • FINRA Series 7 and Series 66 Security License

  • CA Insurance License #4121238

Roles & Responsibilities

  • In charge of all client services and business processing
  • Core Values: Family, Happiness, Meaningful Work, Honesty, Loyalty
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Shaun Scott

Shaun Scott

Practice Manager

Qualifications

  • B.B.A. in Finance/Management

  • FINRA Series 7, Series 63, and Series 65 Security License

  • EOS Integrator Masterclass License

Roles & Responsibilities

  • Orchestrate major practice functions using EOS®
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Simran Chauhan

Simran Chauhan

Client Service Specialist

Sourabh Singh

Sourabh Singh

Financial Planning Analyst