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:
We also can answer your questions, including:
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 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 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 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...
LPL Registered Representative
Dennis Kenley had his interest in finance shaped early by seeing his father every Saturday morning with his Wall Street Journal. His father...
LPL Registered Administrative Associate
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 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...