Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
Alli oversees the operations for the practice and our financial planning processes.
CFP® Professional
Chad Stooksbury is a Certified Public Accountant and Financial Planning Specialist. He has a passion to leverage data to help clients make educated and informed financial decisions. Chad earned his bachelor's and master's degrees in Accountancy from Purdue University's Hammond campus. Chad started his career at a mid-market CPA firm and recently served as Director of Finance for a local nonprofit.
Sophie assists with our financial planning and operations.
Series 7, Series 66, Life and Health Insurance License
APMA™
CRPC™
Michele serves as Client Service Coordinator and is responsible for all business processing and coordinating any paperwork with our clients.
Krista manages all client service requirements for Scott, including his scheduling and paperwork.
Diana is a licensed Client Service Specialist and is responsible for implementing trades and transactions, as well as rebalancing our in-house portfolio models that we manage for many of our clients.
Patrice manages all client service aspects for Jim and Jenna.
Julie is the warm and friendly person who greets you upon entering our Merrillville, IN location. Julie uses her hospitality gifts to welcome our clients and also manages the event coordination for the office.
To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.
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