Experience Makes all the difference
We are a team of financial professionals that work with a select group of clients. Our mission is to help clients successfully navigate the four stages of their investment lives while building relationships based upon trust. These stages are accumulation, transition, conversion, and distribution.
We utilize three core principles that define our ongoing mission.
1. Defined Approach- A thorough discovery process that helps clients identify, articulate, and prioritize their financial objectives. With the help of an interactive wealth planning process, we help provide clarity to clients on their current situation and develop an appropriate action plan. This is based on active listening and our commitment to simplifying complex issues.
2. High-Level Capabilities- Teamwork, experience, and resources provide clients with a rational perspective and innovative strategies. We utilize active management investment portfolios designed to preserve and grow a clients' assets. Our platform provides the ability to bring vast resources to the table in an efficient way that is tailored to each client's needs.
3. Personal Care- Our service mind-set leads to high levels of client satisfaction and long term relationships. Ongoing communication that is actionable and timely allows clients to stay on track and achieve their goals.
Peter Gerard Gundy Sr., CFP®, CRPC®
Senior Vice President - Wealth Management
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317-706-3814
Jason Anthony Murdock
Senior Vice President - Wealth Management
Portfolio Manager
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317-706-3815
Darin Lee Etchison
Senior Vice President - Wealth Management
Portfolio Manager
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317-706-3816
Brenda Kay Dages
Senior Client Service Associate
317-706-3818
Jynene Marie Fry
Senior Registered Client Service Associate
317-706-3819