Broker Check

Team

 

Anthony J. Bonanno

Chairman and President

317-846-5055 ext. 130

tonybonanno@twg-llc.com

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.

Read more

Erin Sikorski, CFP®

Chief Executive Officer

317-846-5055 ext.135

erinsikorski@twg-llc.com

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...

Read more

Thomas L. Cates, MBA, RICP®

Senior Partner

317-846-5055 ext. 122

thomascates@twg-llc.com

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.

Read more

Max Moritz, CFP®

Director of Wealth Management

317-846-5055 x127

maxmoritz@twg-llc.com

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....

Read more

Chandler Shively

Financial Professional

317-846-5055 ext125

ChandlerShively@twg-llc.com

Chandler is a graduate of the Kelley School of Business in Indianapolis where he earned a bachelor’s degree of science in finance with a minor in economics. He has a passion for helping others achieve their financial goals by...

Read more

Charity Davis

Director of Operations

317-846-5055 ext. 140

317-848-4236

charitydavis@twg-llc.com

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...

Read more

Cheryl Reynolds

Client Relations

317-846-5055 ext. 139

317-848-4236

cherylreynolds@twg-llc.com

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...

Read more

Laura Huey

Client Relations

317-846-5055 ext. 150

317-848-4236

laurahuey@twg-llc.com

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....

Read more