Financial Professional

Valerie K. Brennan, CPA, PFS
Somerset CPAs, P.C.
3925 River Crossing Parkeway, #300, Indianapolis, IN 46240
Phone: 317-472-2266
Fax: 317-208-1234
Beth Correll, CFP
Raymond James Financial Services
10401 N. Meridian Street, Ste 122, Carmel, IN 46290
Phone: (317) 795-1389
Fax: (317) 795-0998
Jason Crace
Crace + Beam CPAs
9763 Westpoint Drive, Indianapolis, IN 46256
Phone: (317) 991-3322
Fax: (317) 282-0521
Tom Cudahy
Jarred Bunch Consulting, LLC
3625 E. 96th Street Indianapolis, IN 46240
Phone: (317) 296-3632
Nancee Dowler
FC Tucker Company, LLC
350 Veterans Way, Suite 100, Carmel, IN 46032
Phone: 317.800.3136
Joyce Foster, CFP, CDFA, MBA
Foster Pike & Associates
10333 N. Meridian Street, Suite #120, Indianapolis, IN 46290
Phone: 317-644-0575
Fax: 317-204-7339
Mark Hildebrand, CPA, CFP(R), CDFA(TM)
Holistic Financial Partners, LLC
9959 Crosspoint Blvd, Indianapolis, IN 46256
Phone: 317-550-3405
Fax: 317-550-3399
Mark Idzik
Holistic Financial Partners, LLC
9959 Crosspoint Blvd, Indianapolis, IN 46256
Phone: 317.550.3400
Kenneth Klabunde, MSFP, CFP
Precedent Asset Management
9000 Keystone Crossing, Suite 145, Indianapolis, IN 46240
Phone: (317) 793-3553
Fax: (317) 896-0347
Jason Llewellyn, CPA, CDFA(TM)
Holistic Financial Partners, LLC
9959 Crosspoint Blvd, Indianapolis, IN 46256
Phone: 317-550-3404