February 15, 2023

Courtney Laub

February 15, 2023

Claire Fairfield

December 28, 2019

Jan Foulks

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 Prows

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

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 Scheffsky

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

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

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

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, […]