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HOME
WHO WE ARE
Our Team
Our Philosophy
SERVICES
Investment Advisory Services
Family Office
Financial Planning
Alternative Investments
Retirement Planning Management
Cemetery Trust Investing
NEWS
CONTACT US
Employment Opportunities
CLIENT PORTAL
LOGIN
Additional Assistance
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Our Team
Grady Gaynor
President & CEO
Jay Brammer
Chairman
Kevin Alerding
Director, Family Office
(317) 428-6610
Robert J. Dalzell
Wealth Manager
Donna Dickinson
Chief Compliance Officer
Claire Fairfield
Client Administrator
Jan Foulks
Office Manager
Courtney Laub
Director of Client Service
Kyla Prows
Sr. Client Administrator
Jenny Scheffsky
Sr. Client Administrator, Family Office
(317) 428-6611
Anne Smith
Administrative Services Associate
317-428-6603
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