Client Centered

Our business is built

on a foundation of

thoughtful client relationships.

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At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Michael Kelley




Michael J. Kelley, CFP® is a life-long resident of Indianapolis. He is a graduate of Michigan State University where he received his degree in accounting. Mr. Kelley is a licensed real estate and insurance broker, a Certified...
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David Yearwood

Vice President



David G. Yearwood, CFP® is a graduate of Indiana State University where he received his bachelor’s degree in Social Sciences Education. Mr. Yearwood taught for nine years at the junior and senior high school levels in both...
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Julie Thompson



Julie A. Thompson, CFP® is a graduate of Indiana University where she received her Bachelor of Science degree in Business. She has licenses for life, health, disability, and long-term care insurance and is a member of the Financial...

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