Indianapolis - E 96th St

Your Indianapolis Team
Bob Phillips
CFP®, CPA, CFA®
Senior Wealth Advisor
Tia Lee
CFP®, CTFA
Senior Wealth Advisor
Daniel Meiklejohn
CFP®, PFS, CPA, CExP™, JD
Wealth Advisor
Leslie Thompson
CFA®, CDFA®, CPA
Senior Wealth Advisor
Brian Short
CFP®
Wealth Advisor
Cole McCarter
Associate Wealth Advisor
Zach Quante
Associate Wealth Advisor
Angela French
FPQP®
Client Service Specialist
Kyla Prows
Client Service Specialist
Rhonda Paris
Client Service Specialist