Derek brings extensive experience helping professionals, business owners, corporate executives, and others plan for retirement and navigate other financial challenges and opportunities. His clients feel comfortable having a long-term relationship based on trust.
Susan’s passion for fee-only, comprehensive financial planning continues to propel the firm since she founded it in 2007. She oversees client service and firm management and is dedicated to understanding the needs of her clients.
Beginning his career during the financial crisis, Ryan has seen the positive impact of solid financial planning advice. He provides comprehensive financial planning and investment management in greater Indianapolis and northern Indiana.
Eric works to create a rapport with each client as he develops comprehensive financial plans and assists them with investment management. He is also available to help clients achieve their financial goals on an hourly fee basis.
As a financial planning associate, Kenzie assists planners with day-to-day client support operations, and is involved in the financial plan writing process. Kenzie’s degrees in finance and marketing led her to financial planning, where she looks forward to continuing her education and working closely with clients to help them achieve financial success. Kenzie will be sitting for the Certified Financial Planner exam in November 2021.