Indianapolis
Helping Families and Businesses
Indianapolis
8555 N River Rd
Suite 410
Indianapolis, IN 46240
Your Indy Team
Eric Ousley
CFP®, CRPS®
Wealth Advisor
Michael Clayman
CFP®, ChSNC®
Wealth Advisor
Katie Collins
CFP®
Practice Integration Advisor
Thomas Bodin
CFA®, CFP®
Practice Integration Advisor & Team Leader
Brian Roemke
Practice Integration Advisor
Andrew Collins
CFP®
Associate Practice Integration Advisor
Brian Pingatore
AAMS®, CFP®
Associate Wealth Advisor
Michaela Peterson
Associate Wealth Advisor
Chris Rodgers
CFP®
Associate Wealth Advisor
Sam Katuzienski
CFP®
Associate Wealth Advisor
Lindsey Weber
CFP®
Manager, Advisory Team Leadership
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Enjoy some of our latest resources
April 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
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April 28, 2025
Money Tips for Students Beginning Their College Journey
As summer break approaches, now may be the perfect time for students to not only kick off their journey toward their dream school—but also to start exploring ways to graduate debt free. Explore strategies to help your high school and college students avoid student loan and credit card debt.
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April 14, 2025
Retired Public Employee? You May Qualify for Retroactive Social Security Benefits
Retired public school teachers and former state or local government employees currently receiving a pension may have an opportunity to claim retroactive Social Security benefits, thanks to recent legislative changes.
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