wealth management services

Our clients are our greatest assets
8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250, Phone 317-818-1040


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Brie is our newest Support Advisor and will be working with financial planning and investment data, providing support for client meetings, and helping with back-office operations while pursuing her CFP accreditation.

Brie grew up in San Antonio, Texas and attended Texas A&M University where she obtained a Bachelor’s degree in Business with minors in Financial Planning and Communication. While in college she worked under a seasoned financial advisor who helped her recognize her passion for helping others understand and grow their financial life.

As an Indiana transplant, Brie likes to explore her adopted home of Indianapolis while keeping up with the Fightin’ Texas Aggies.

Brie can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it.