Broker Check

Team

 

Tony Bonanno founded The Wellington Group, LLC in 1996. As President and CEO Tony leads the team in helping clients Bring Financial Dreams to Life.

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Erin Sikorski joined The Wellington Group as Chief Executive Officer in 2019. As CEO, her role is to develop strategic initiatives that will lead the firm through the next phase of growth and innovation. Building on a platform of...

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Tom Cates joined The Wellington Group LLC in 1998 and became partner with the firm in 2002. He brings over 30 years of experience not only in the financial services arena but also in the insurance and commercial.

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Max Moritz joined The Wellington Group in January of 2015. He attended Purdue University where he earned a B.S. in Financial Counseling and Planning. Max is a CERTIFIED FINANCIAL PLANNER™ with his Series 7 and 66 licenses....

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Marie Marks, CFP®

Sr. V.P. Retirement Plan Services

317-846-5055 ext. 138

317-848-4236

Marie joined the Wellington Group in September 2017 and brings over 30 years of Retirement Plan and Financial Services experience to the firm. Marie attended Indiana Central University and received the Certified Financial Planner...

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Abbey joined the Wellington team as the Accounts Coordinator in the Fall of 2018. In her role, she is responsible for ensuring client satisfaction throughout the onboarding process and the servicing of customer accounts. She works...

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Charity has been a guiding force at The Wellington Group since joining the firm in 2003. Mirroring the tremendous growth of the firm, her career and responsibilities grew from office administrator to Director of Operations. Though she...

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Cheryl has over 25 years as a business professional. She brings extensive organization and leadership experience to TWG. Her ability to communicate, follow-up, and assist our clients throughout the entire process are an excellent...

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Jane joined The Wellington Group in 1995 and has been in the financial services industry for over 30 years. Jane's background enables her to provide superior client support.

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Laura joined The Wellington Group in July 2017. She attended Indiana University in Bloomington where she graduated with a degree in media studies and production. She specializes in life and disability insurance at The Wellington Group....

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