Team

Our business is built

on a foundation of

thoughtful client relationships.

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

President

317-844-7416

317-844-7528

mkelley@charteradvisory.com

Michael J. Kelley, CPA, 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 Certified Public Accountant and a member of the Indiana...

David Yearwood

Vice President

317-844-7416

317-844-7528

dyearwood@charteradvisory.com

David G. Yearwood, CFP® is a graduate of Indiana State University where he received his bachelor’s degree in Social Sciences Education, and a Master of Science in Education from Indiana University. Mr. Yearwood taught for...

Julie Thompson

317-844-7416

317-844-7528

jthompson@charteradvisory.com

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...

Dennis Kenley

LPL Registered Representative

317-582-3000

317-582-3010

dkenley@charteradvisory.com

Dennis Kenley had his interest in finance shaped early by seeing his father every Saturday morning with his Wall Street Journal. His father...

Michael Macius

LPL Registered Administrative Associate

317-844-7416

317-844-7528

mmacius@charteradvisory.com

Michael Macius Graduated from Austin Peay State University with a BBA in Finance. Additionally, he went on to earn his MBA in Finance from Michigan State University. After completing his MBA, he stayed at the school to coach for the...

Randall Harrison

LPL Registered Representative

317-752-3295

317-844-7528

rharrison@charteradvisory.com

Randall E. Harrison began a second career in finance in 2003, joining his family insurance agency in Indianapolis where he sold all lines of insurance. He remains a fully licensed insurance agent. In 2008, he branched out to launch a...