February 15, 2023
February 15, 2023
December 28, 2019
Jan has worked as an office manager for over 25 years in various industries including financial services, commercial interior design, recruiting, and now in wealth management. […]
May 7, 2019
Kyla has worked in the financial services industry and legal field for the past 8 years. In her role as a Family Office Specialist she assisted […]
January 9, 2019
Robert J. Dalzell WEALTH MANAGER Bobby is a Certified Wealth Strategist ®, and joined IAP from Wells Fargo Advisors, where he had worked since 2010. As […]
February 1, 2018
Jenny studied accounting and finance at The Kelly School of Business at Indiana University, Indianapolis. She has over 15 years of experience in client relations and […]
February 1, 2018
Kevin Alerding DIRECTOR, FAMILY OFFICE Kevin Alerding has more than 20 years of experience in estate planning, business exit planning, and estate and trust administration, including […]
January 11, 2018
Anne Smith ADMINISTRATIVE SERVICES ASSOCIATE After studying at Indiana University’s Kelly School of Business in Bloomington, Indiana, Anne will be completing her degree at IUPUI. She […]
January 11, 2018
Donna Dickinson CHIEF COMPLIANCE OFFICER Donna has over ten years of experience in the investment field and serves Indie Asset Partners as its Chief Compliance Officer, […]
January 11, 2018
Jay Brammer CHAIRMAN Jay has been involved in both traditional and alternative investments for over 30 years. Using his diverse expertise, Jay has helped establish mutual […]
January 11, 2018
Grady Gaynor PRESIDENT & CEO Grady has over 25 years of experience in the financial services and banking industries. His primary focus has been on helping […]