We are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

Rhys A Helt, AWM, CIMA®

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

317-810-5417 | Email |
317-571-1944

Qualifications
Rhys has been providing wealth management solutions to clients for 22 years. After graduating from Wabash College in 1989, he started his career in the financial services industry with Prudential Securities. After 16 years with one legacy firm, Rhys accepted the Branch Director position in Indianapolis for RBC Wealth Management. As the Branch Director of our Indianapolis office, Rhys oversees the branch and is working to expand with quality financial advisors in the Indianapolis area.

Rhys completed the Certified Investment Management Analyst (CIMA) designation at the Wharton School, University of Pennsylvania in 2000. By attaining this designation, and ongoing education, Rhys maintains his membership in IMCA (Investment Management Consultants Association). In addition, Rhys obtained the professional designation of Accredited Wealth Manager (AWM) through an education program sponsored by RBC Wealth Management and Michigan State University.

Personal
Rhys was born in Indianapolis and raised in Clinton, IN. Rhys’ interests outside of work include Standardbred horse racing, enjoying his farm, and spending time with his wife Chris and his two sons, Rhett and Rhye. Rhys is very active in his children's sporting activities at Guerin Catholic High School.

Kristen Koers

Associate Vice President, Senior Branch Service Manager

317-810-2162 | Email
317-571-1944

Kristen began her career in 1997 at Everen Securities. In 2004 she left Wachovia to help open the RBC Wealth Management office in Indianapolis. She has served in a multitude of managerial roles throughout her career including operations manager, branch manager and branch service manager. She also enjoyed working as a financial advisor. She was raised in South Bend, Indiana and attended Butler University and Indiana University-Purdue University at Indianapolis where she obtained her Bachelor of Arts degree. She holds the Series 7, 9/10, 31, 63 and 65 securities licenses as well as life and health insurance licenses.

Kristen lives in Indianapolis with her son, Alex. She enjoys cheering for her favorite teams, the Indianapolis Colts and the Chicago Cubs. She loves cooking, baking, gardening and traveling. She is a volunteer for the Indiana Blood Donor Program.

Megan Ewing

Investment Associate

317-810-7723 | Email

Dawn McLaughlin

Senior Registered Client Associate

317-810-5410 | Email
317-571-1944