Senior Partner

A man in a blue suit and tie smiles at the camera while standing indoors with a blurred background.

Junior Coleman

Senior Partner
  • Madison, WI
8+Years Experience
A smiling older man in a light plaid blazer and white shirt stands in front of a softly blurred background.

Larry Friedman

Senior Partner, Wealth Management Advisor
  • Chicago, IL
24+Years Experience
A middle-aged man in a dark suit jacket and light blue shirt smiles at the camera in a bright, modern office setting.

Dennis Gorski

Senior Partner
  • Lisle, IL
36+Years Experience
A man with short dark hair and a beard, wearing a checked suit jacket, white shirt, and red patterned pocket square, smiles in a modern indoor setting.

Eddie Knezevich

Senior Partner
  • New Albany, OH
12+Years Experience
A man with short brown hair, wearing a blue plaid blazer over a dark shirt, smiles at the camera against a blurred indoor background.

Mike Lacey

Senior Partner
  • Lisle, IL
19+Years Experience
A middle-aged man in a checked blazer and white shirt smiles while standing indoors with a blurred background.

Greg McRoberts

Lead Managing Partner
  • Indianapolis, IN
A woman with long blonde hair, wearing a black top and necklace, smiles at the camera with a blurred outdoor background.

Emma McRoberts Huke

Financial Planner, Senior Partner
  • Indianapolis, IN
10+Years Experience
A man with short brown hair, wearing a light plaid blazer and light-colored shirt, smiles in front of a blurred office background.

Matt Milburn

Executive Vice President
  • Indianapolis, IN
23+Years Experience
A man in a suit and tie is smiling, standing in front of a blurred office background.

Patrick Murray

Senior Partner
  • Indianapolis, IN
25+Years Experience
A middle-aged man with glasses, a mustache, and a bald head is wearing a dark suit, white shirt, and blue striped tie, posed against a blurred background.

Brett Nanna

Senior Partner
  • Indianapolis, IN
31+Years Experience
A man with a beard and slicked-back hair, wearing a blue checked suit jacket, white shirt, and patterned pocket square, stands with arms crossed against a blurred background.

Josh Plank

co-Managing Partner
  • Indianapolis, IN
23+Years Experience
Man with a beard and long hair tied back, wearing a checked dark suit and white shirt, smiling in a modern office setting with blurred background.

Michael Sacher

Senior Partner
  • Cincinnati, OH
27+Years Experience