Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

We will become your family partner, helping you to navigate the challenges and opportunities every family faces as you move through your financial life cycle.  Life can be complicated, and we will be there to listen, be a conduit of financial and life experiences to help you assess opportunities, and to help you navigate the risks of your financial life helping you achieve your goals.  

 

Trustworthy.  Resolved.  Precise.

J. Mark DeSantis

Senior Vice President - Wealth Management
Financial Advisor
Accredited Asset Management Specialist (AAMS®)
812-231-1866

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Mark is an Accredited Asset Management Specialist (R) who has been successfully helping clients navigate their financial lives and markets since 1996.  Mark emphasizes asset allocaiton and total portfolio management with a focus on retirement income planning.  He also helps clients with education funding, structures for charitable giving, estate planning, and insurance needs, as well as collaborating with clients to present a customized financial plan based on family goals emphasizing liquidity, longevity, and legacy.

Mark is FINRA registered and holds Series 7, 63, and 65 securities licenses as well as licenses for life, accident, and health insurance, long-term care coverage, and variable annuities.  

Mark enjoys automobiles and motorcycles, aviation, exercising, and most importantly, spending time with his family.  He and his wife, Judy, are active in their church and are both graduates of Indiana State University.  They split time between Terre Haute, IN and Naples, FL, and have three children, Dominic, David, and Caterina.


Registered States:
AZ, CA, CO, FL, GA, IL, IN, KY, ME, MI, NM, NV, NY, OR, PA, SC, TN, TX, VA, WI


Danielle Guerra

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Wealth Strategist (CWS)
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317-816-1842

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Danielle has been active in the financial services industry since 2006 and is passionate about helping her clients find success and security through all phases of their financial lives.

Danielle earned her bachelor of arts from the University of South Carolina.  In the financial industry, she has studied and pursued designations to provide her with the expertise to guide her clients through many wealth management issues she sees clients facing.  From investment planning and retirement income planning to charitable giving and education planning, Danielle helps clients all over the US plan for the items that are most important to them and their family while also helping to guide them through unexpected life changes.  As a Certified Financial Planner (TM) professional and a Certified Wealth Strategist, Danielle focuses on creating customized financial plans for her clients in order to develop an investment approach that meets the goals and long-term needs of them and their families.

Danielle resides in Fishers, IN with her husband, Jason, and their two daughters, Emery and Peyton.  She and her family are active in their church and the Fishers community.  They enjoy traveling, cooking, and spending time with friends and family.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, LA, MD, MI, MN, MS, NC, ND, NE, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VI, WI, WV


Darcie E. Sheehan

Senior Registered Client Service Associate
812-231-1865

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Darcie joined UBS in 2008 having worked previously at Merrill Lynch.  Her primary focus is delivering exceptional client service, and she handles all operational and scheduling requests for the team.  

Darcie currently serves as the Co-Chair for the firm's Team Associate Advisory Council and represents the Midwest Division.  In October 2019, she was honored to be the recipient of the firm's Aspire Award which is given to two individuals quarterly who exhibit the UBS behaviors: integrity, collaboration, and challenge.  

Darcie is a graduate of Indiana State University, having obtained both her Bacheler's and Master's degrees there, and lives in Terre Haute, IN with her husband, Matthew, and their four children, Noah, Camden, Kennedy, and Tatum.


Registered States:
FL, IL, IN, NV, PA, SC