We welcome your inquiry. Call, email or use the form below to contact our office. To schedule a meeting with a particular person, access their individual calendars below.
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Indianapolis Office
75 Executive Dr., Suite B
Carmel, IN 46032
St. Charles, Ill. Office
380 S. 1st St., St. Charles, IL 60174
Frank J. Esposito, CFA
Managing Partner
Schedule call or meeting
Niki Woodworth, CFP®
Managing Partner
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Joshua Johnson
Vice president, Financial Advisor
Schedule call or meeting
Justin Peacock, CFP®
Managing Director
Kevin Stillman
Portfolio Manager
Dylan Fisher
Vice president, Financial Advisor
Schedule call or meeting
Elizabeth Reed
Client Service Associate
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