Tara Becki Advisor Support Specialist

Zionsville, IN

317-973-7466

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Brian Brunner, CFP®, CPA Partner, Wealth Advisor

Zionsville, IN

(317) 733-3444

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Stacey Dunham Senior Client Service Associate

Zionsville, IN

(317) 733-3633

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Eric Geary Wealth Advisor

Zionsville, IN

317-733-3455

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Patrick J. Hoehne, CFA® Partner, Portfolio Manager

Zionsville, IN

(317) 733-3445

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Lisa M. Yost, CPA Tax Advisor

Zionsville, IN

317.733.3433

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