Broker Check

Team Contact Information


Tony Bonanno
President/CEO

[email protected]
(317) 846-5055 ext. 130

Tom Cates, RICP
Senior Partner

[email protected]
(317) 846-5055 ext. 122

Andrew Burks, CExP
Financial Advisor

[email protected]
(317) 846-5055 ext. 168

Max Moritz
Financial Advisor

[email protected]
(317) 846-5055 ext. 127

David Stitt
Financial Advisor

[email protected]
(317) 846-5055 ext. 131

Marie Marks, CFP
Sr. V.P. Retirement Plan Services

[email protected]
(317) 846-5055 ext. 138

Charity Davis
Director of Operations

[email protected]
(317) 846-5055 ext. 140

Jane Middlekauff
Client Services Specialist

[email protected]
(317) 846-5055 ext. 145

Cheryl Reynolds
Client Services - Scheduling

[email protected]
(317) 846-5055 ext. 139

Laura Huey
Client Services - Insurance

[email protected]
(317) 846-5055 ext. 150