Our Associates

For 10 years, Drew has built a successful career in the financial services industry. Starting off as an advisor in 2006, Drew quickly moved into a leadership role with MetLife, in Tampa, FL, where he built a strong team of financial...

Jesse K. Moline was born and raised in Indianapolis, Indiana and is a magna cum laude graduate of Indiana University School of Law. Jesse began his financial services career after law school in 2007. After years of building his own...

Barrett has always focused on making a positive impact in the lives of others. With a true interest in understanding monetary policy, the global markets and how they affect personal finance He completed his undergraduate work at the...

andon began his career in the financial industry in 2009 with Prudential Financial. Brandon works diligently with all of his clients to build a relationship based on trust, service, and integrity. It is the relationship building...

Nicole started her career in the financial services industry in 2012, upon completion of her Bachelor's Degree in Business Administration. She has an extensive background in building and developing client relationships, coaching, and...

Deanna started her career in the financial services industry in 2004 and has provided leadership to teams as well as worked with entrepreneurs for the past 13 years. Deanna has a background in holistic financial strategies, developing...

Tim actively pursued and began his fitting career in the financial services industry in 2015, shortly after graduating from DePauw University where he received his Bachelor of Arts in Economics. Upon landing at OneIndiana Financial...

Zach began his career as a financial professional in 2017. Prior to starting his career, Zach attended Butler University where he graduated with a degree in both Finance and Marketing. While at Butler, Zach also played football which...

Aaron began his career as a financial professional shortly after graduating Wabash College with a degree in Economics. Aaron ran cross country and track while at Wabash, which helped establish the strong work ethic he carries today....

Curtis began his career working in Group Employee Benefits. He saw that his clients needed more help on the individual level and shifted his focus to tailor those needs. Today, he works diligently to provide financial stability and a...

Justin began his career as a Financial Advisor in 2012. He has strived to employ a holistic approach in guiding his clients and in doing so has been able to help them understand that strategies are the keys to success. Justin joined...

With 25+ years of experience in Employee Benefits, serving employers with 30-4,000+ employees, I continually recognized the need for more personalized and customized services to help individuals achieve their retirement goals. I...

Upon graduating from Franklin College, Stefan pursued a career in the financial profession. He has always had a passion for helping others, which stemmed from his football coaching career at Franklin College. Stefan helps those around...