Our Associates

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Timothy Johnston

Timothy L. Johnston

President and Founding Member, 2002

(317) 728-0790

(317) 975-1419

Betsy Miller

Betsy Miller

Director of Business Resources and Strategic Planning, Chief of Staff

(317) 626-4162

(317) 975-1419

Gino Cox

Gino Cox

Financial Advisor

(606) 922-7487

(606) 644-0414

Carla Adkins

Carla Adkins

Director of Client Services

(606) 923-5782

(606) 644-0414

Karrie Schlegel

Karrie Schlegel

Director of Marketing and Client Services

(317) 975-1403

(317) 975-1419

Kim  Sherfick

Kim Sherfick

Director of Marketing and Client Services

(317) 975-1404

(317) 975-1419

Tony Harris

Tony Harris

Financial Advisor

(317) 257-1120

(317) 975-1419

Sara Kimmel

Sara Kimmel

Director of Marketing and Client Services

(317) 257-1120

(317) 975-1419