Indianapolis - 8555 N River Rd
Helping Families and Businesses
Indianapolis - 8555 N River Rd
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
CFP®
Associate Wealth Advisor
Chris Rodgers
CFP®
Associate Wealth Advisor
Sam Katuzienski
CFP®, TPCP™
Associate Wealth Advisor
Lindsey Weber
CFP®
Manager, Advisory Team Leadership
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Enjoy some of our latest resources
June 23, 2025
6 Mid-Year Planning Tips to Get Ahead of Capital Gains Taxes
As we hit the halfway mark of the year, it’s a good time to revisit your investment portfolio—not just to evaluate performance, but to plan ahead for capital gains taxes. Here are six mid-year strategies to help you stay ahead of capital gains taxes.
Read the articleJune 12, 2025
Monthly Investment Commentary: June 2025
After a sharp decline in April, U.S. equities snapped back in May with robust returns across most asset classes. For many investors, the pain was softened by portfolios that did not look like the benchmark. With markets back up near their all-time highs, now is a good time to reflect on the risks we are taking, and which ones truly matter.
Read the articleJune 09, 2025
5 Reasons to Review Your Variable Universal Life Policy Every Year
Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.
Read the article