Our Team

Christina received her Bachelor’s degree in Marketing from Ball State University in 2016. Having graduated from Hamilton Southeastern High School, she is very familiar with Central Indiana. Christina currently resides in Fishers,...

Through a partnership with our independent broker-dealer, Cambridge Investment Research,Inc., we have access to a team of virtual office assistants who allow us to spend more time withour clients by taking on some of our administrative...

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative...

Ray graduated from Indiana University in December 1999 with a bachelor’s degree in Accounting, Finance, and International Studies. He has worked for two accounting firms serving clients in Indiana as a business consultant and tax...