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Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Values in action (1)

hometown heroes on soccer pitch

Hometown Heroes: Columbus nonprofits celebrated for driving positive change in the community

Jul 08, 2024 |RBC Wealth Management

Recognizing organizations that lead the way in serving underrepresented individuals and communities.

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David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Promus Wealth Management Group

Phone: 317-810-7714
Toll-Free: 1-833-810-0086

David Bartz, CLU®, ChFC®

Managing Director - Financial Advisor,
Senior Consulting Group

Phone: 317-810-7708

Daniel Chillemi, AIF®, CRPC®, CRPS®

Managing Director - Financial Advisor,
Senior Consulting Group,
Institutional Consulting Group

Phone: 317-810-7711

Brendon Harbron, CIMA®

Managing Director - Financial Advisor,
Senior Consulting Group,
Institutional Consulting Group

Phone: 317-810-7717

George Kempf, CFP®, CRPC®

Senior Vice President - Financial Advisor

Phone: 317-810-7716

Jordan Frye, AWMA®, CFP®

Associate Vice President - Financial Advisor

Phone: 317-408-6132

Sandra Harrington

Associate Vice President,
Senior Business Associate

Phone: 317-810-7715

Benjamin Weddle

Senior Financial Associate

Phone: 317-810-7709

Kirsten Robinson, CDFA®

Senior Financial Associate

Phone: 317-810-7712

Jason Brown, APR®, CPFA®

Senior Financial Associate

Phone: 317-810-7718

Allana Gill

Senior Registered Client Associate

Phone: 317-810-7727

Darla Klink

Registered Client Associate

Phone: 317-810-2173

Sa Rim

Client Associate

Phone: 317-810-7729

Kristi Kulpa

Client Associate

Phone: 317-810-7714

Cindy Woolf

Registered Client Associate

Phone: 317-810-7730

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8888 Keystone Crossing, Suite 200
Indianapolis, IN 46240
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