Rhys A Helt, AWM, CFP®, CIMA®

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

317-810-5417
Email | |

Ann Kitchel

First Vice President - Financial Advisor, Consulting Group

317-810-7722

Kristen Koers

Associate Vice President, Senior Branch Service Manager

317-810-2162

Megan Ewing

Investment Associate

317-810-7723

Dawn McLaughlin

Senior Registered Client Associate

317-810-5410

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.