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Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Indianapolis

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David (Chip) Workman, CFP®

Managing Partner

Cincinnati, Westerville, Louisville, Lexington, Memphis, Gallatin, Franklin, Indianapolis, Pittsburgh

Michael Raidt, CFP®

Principal

Cincinnati, Westerville, Indianapolis, Pittsburgh

Jeff Smith, CFP®

Wealth Advisor

Westerville, Cincinnati, Indianapolis, Pittsburgh

Jerry Zimmerer, CFP®, CPA

Sr. Wealth Advisor

Louisville, Indianapolis

Julie Albright, CFA, CFP®

Wealth Advisor

Cincinnati, Indianapolis, Pittsburgh

Mike Reich, CFP®

Wealth Advisor

Louisville, Indianapolis

Anthony (Tony) Strittholt, CRPC®, CEPA®

Regional Vice President

Cincinnati, Indianapolis, Pittsburgh

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Meet our Advisory Team

Search results for:

David (Chip) Workman, CFP®

Michael Raidt, CFP®

Jeff Smith, CFP®

Jerry Zimmerer, CFP®, CPA

Julie Albright, CFA, CFP®

Mike Reich, CFP®

Anthony (Tony) Strittholt, CRPC®, CEPA®

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How SpaceX’s Performance Underscores Our Caution on IPO Investing

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