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Indie Asset Partners, an Indianapolis-based wealth management firm, is pleased to announce the addition of two new team members Brent Foster and Kelly Newman. “The unstable nature of the financial markets over the past decade have drawn many new clients to our firm,” stated Grady Gaynor, President and CEO of Indie Asset. “Adding Brent and Kelly to our team allows us to continue to serve our clients’ wealth management needs in a meaningful way.”
Brent Foster joins the Indie Asset team as a Senior Wealth Manager. Brent brings twelve years of experience serving the investment needs of high net worth families in the Indiana community. Since graduating from Southern Arkansas University with a Bachelor of Business Administration degree with concentrations in both Accounting and Finance, Brent’s focus has been helping his clients achieve financial freedom. As Sr. Wealth Manager, Brent will leverage his broad knowledge of investments, banking, and financial planning to holistically review clients’ wealth structure, designing a robust plan that achieves all of their financial goals. His efforts will include customized portfolio construction and management supported by the execution of tactical investment strategies. Brent was raised in Oregon and moved from Santa Barbara, CA to Indiana in 2008. He is married to Nora Foster and they have one child. He enjoys spending time with them, serving in the community, and is an avid sportsman.
Kelly Newman serves as a Senior Client Administration Associate within Indie Asset Partners. Kelly’s first priority is to serve as a liaison between our client and our investment custodians. Timeliness and accuracy are critical within the finance industry and are keys to serving our clients well. Kelly’s prodigious attention to detail and willingness to go the extra step will help ensure that all client requests are met. Kelly has worked for many years in the financial services industry, and has 25 years of customer service experience. She attended IUPUI, majoring in Business Management; she is also Project Management Certified and Customer Service Certified through IUPUI. Finally, Kelly is also a graduate of Cardinal Ritter High School in Indianapolis, Grady’s alma mater.