Team
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, […]