Meet our team

We believe an effective wealth management team involves the coordinated efforts of multiple professionals. Our highly experienced staff members are here to ensure all of your financial affairs are working towards the same goal.

Rhys A Helt, AWM, CIMA®

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

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

Rhys has been providing wealth management solutions to clients since 1993. 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 of the Indianapolis office of RBC Wealth Management. In addition to serving his clients, 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, he 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.

Rhys was born in Indianapolis and raised in Clinton, Indiana. Rhys’ interests outside of work include Standardbred horse racing, enjoying his farm, and spending time with his wife, Chris, and their two sons, Rhett and Rhye.

Ann Buck

First Vice President - Financial Advisor, Consulting Group

317-810-7722 | Email

Ann Buck began her career in the financial services industry in 2006. After graduating from the Kelley School of Business at Indiana University, Ann entered the financial advisor trainee program at Merrill Lynch. In April 2015, she joined RBC Wealth Management and co-founded the Keystone Wealth Management Group. Ann creates and implements wealth management strategies for high-net -worth individuals and their families.

Ann was a candidate for the Leukemia & Lymphoma Society's Man & Woman of the Year campaign in 2013 and afterwards served on the board for the Indianapolis LLS Chapter. She was also an Indianapolis Colts Cheerleader 2011-2016. Ann currently resides in Indianapolis, Indiana.

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

Megan began her career in finance at Merrill Lynch in 1999. In 2015 she left Merrill Lynch to join RBC Wealth Management. Her focus is on the business management side of the team as well as marketing and client relations. She grew up in Pittsburgh, Pennsylvania and Miami, Florida. She obtained her Bachelor of Arts degree from Purdue University and is Series 7 and 66 licensed.

Megan and her husband, Jerry, reside in Fishers, Indiana with their three children, Ava, Graham and Jackson and their dog, Harvey. In her spare time she enjoys cooking, interior design and spending time with friends and family. She volunteers for the YMCA Breakfast with Santa program annually and also as a team mom for all of her children’s various sports.

Dawn McLaughlin

Senior Registered Client Associate

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

Dawn was born and raised in Indianapolis. She began her career in wealth management in 1981 at Dean Witter and joined RBC Wealth Management in 2009. She holds the Series 7, 24, 53, 63 and 65 securities licenses as well as her life Insurance license. Her focus is on client service. She is responsible for the administrative process, business operations, client support, as well as client communication.

She resides in Noblesville with her husband, Brian, son, Tyler, and her dog, Teddy. Dawn enjoys pilates, outdoor activities and spending time with her extended family.