Kelly has been delivering personalized financial planning and wealth management for over 20 years. She is experienced in guiding clients through difficult times such as the Global Financial Crisis, COVID, and all the emotions along the way.

She finds great purpose and satisfaction in helping clients develop peace and confidence in their financial future, despite the unpredictable and uncertain nature of financial markets.

In her personal time, Kelly cherishes being with her husband, kids, and grandkids, often enjoying vacations together or relaxing at their home on Sweetwater Lake.

Jack is a US Navy Veteran who applies much of his military training to helping clients achieve their goals. This is primarily done through proactive planning – anticipating the unexpected and following tried and true processes.

Jack’s favorite part of being an advisor lies in building meaningful relationships and having real discussions with clients about the pros/cons and investing tradeoffs to help them make the best decisions.

Jack lives with his wife and children in Indianapolis. In their free time they love to visit the state parks.

Jami Wolsiefer is a registered member of our team who is primarily responsible for client services and marketing efforts.

Jami has her MBA and is currently working on her Certified Financial Planner certification.

Jami resides in Indianapolis and loves doing home projects with her husband and kids.