Our team

We take great pride in the work we do with our clients. We support the passions, people, and causes our clients care about most to help them enjoy their lives.

Linda M. Conti

Senior Vice President, Wealth Advisor 317.633.1735 317.225.5479 [email protected]

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Geoffrey Tomes

Vice President, Wealth Advisor 317.633.1747 317.225.5479 [email protected]

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Jon M. Teusch

Vice President, Wealth Advisor 317.633.1713 317.225.5479 [email protected]

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Bruce Gaylord

Vice President , Wealth Advisor 317.633.1730 317.225.5479 [email protected]

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Ashley N. Mongan

Registered Client Service Associate 317.633.1711 317.225.5479 [email protected]

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