Contact Information
Click on a team member's name below to send an email.
E 82nd Street
Indianapolis, IN
317-288-5573
Gregg Keele, CFP®, CRPC™, CDFA®, APMA™
Financial Advisor, Managing Partner
Phil Christner, CFP®, CDFA®, APMA™
Financial Advisor, Senior Vice President
Aaron Austin, APMA™
Financial Advisor
Ben Hoeing, APMA™
Financial Advisor
Laura McMahon, CFP®
Financial Advisor
Nicholas Meyer
Financial Advisor
John “Jack” Elder
Financial Advisor
Toshua Lane
Client Service Associate
Andrea Kimble
Client Service Associate
Tamara Johnson
Client Service Associate
Rebecca Draper
Client Experience Associate
Pointe Inverness Way
Fort Wayne, IN
260-271-1054
Kevin McKay
Financial Advisor, Managing Partner
Jeff Zenger
Portfolio Administrator
Sheri Richardson
Operations Manager
Stephanie Barske
Senior Client Associate
Brenden Acheson
Operations Specialist
Candice Hurley
Administrative Assistant
Coldwater Road
Fort Wayne, IN
260-497-9208
Edward Puglise, CRPC™
Financial Advisor, Partner
Thomas Russell, CRPC™
Financial Advisor, Partner
Andrew "Drew" Baker, CFA®
Financial Advisor, Partner
Tammy Couch
Administrative Manager
Alisandra Bacino
Administrative Assistant
Grace Puglise
Administrative Assistant
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Indianapolis, IN
Fort Wayne, IN (Pointe Inverness Way)
Fort Wayne, IN (Coldwater Rd)
