Broker Check

OUR FINANCIAL ADVISORS

 Daniel Matthews

Daniel Matthews, CPWA®

Director | Financial Advisor

(812) 332-6333

(812) 323-3154

 Loren Snyder

Loren A. Snyder, CFP®

Managing Director | Financial Advisor

(812) 332-6333

(812) 323-3154

Alyce Zollman

Alyce Zollman, CPWA®, AAMS®

Senior Vice President | Associate Financial Advisor

(812) 332-6333

(812) 323-3154

Colleen Curry

Colleen Curry

Vice President | Financial Advisor

(812) 332-6333

(812) 323-3154

Vadim Morozov

Vadim Morozov

Financial Advisor

(812) 332-6333

(812) 323-3154

Kara Endres

Kara L. Endres, CFP®

Vice President | PWM Financial Planner

(773) 573-0321

Chase Schletzer

Chase Schletzer

Vice President | Financial Advisor

317-738-3217