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~ Our Advisors have 60+ Years of Investment Experience ~
Robert M. Curry, CFP
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Senior Financial Advisor, Partner
Rob specializes in working with individuals and families to navigate the often-complex financial planning issues that we regularly face in our lives. This typically includes overseeing the creation and maintenance of comprehensive financial plans and the building of customized portfolio strategies for clients. Rob takes his role as a fiduciary seriously and uses that to guide all advice and recommendations.
Rob is a Certified Financial Planner and has been advising high-net-worth individuals and families for 25 years. Rob earned his Bachelor of Science Degree in Economics and History from Indiana University.
Rob enjoys spending his free time playing golf with friends and riding bikes with his wife Julie. He and Julie live in Carmel, IN with their boys Johnny and Luke. Johnny attends DePauw University where he is part of the baseball team and Luke attends Carmel High School.
David S. Webb, CFP
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Senior Financial Advisor, Partner
David specializes in helping individuals with the selection of appropriate investments. Through his experience and expertise in asset allocation and portfolio design, David is uniquely qualified to provide intelligent investment advice to our clients. David oversees the building and maintenance of customized portfolios for each of our clients.
David is a Certified Financial Planner and has been working with high-net-worth individuals for over 35 years. David earned his Bachelor of Science Degree in Finance from Indiana University.
David enjoys spending his free time traveling with friends and his wife Jane. He has been associated with the Big Brother Program since 1989. David and Jane live in Whitestown, IN where they also have the pleasure of spending time with their four grandchildren.
Ty Williams
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Financial Advisor
Ty helps clients with managing their data in their financial plan and makes sure all information is current in client plans. Ty is continuing to learn all the software systems we use internally and externally with the goal being to optimize our use of each software. Ty is passionate about financial planning and helping our clients achieve their goals.
Ty earned his Bachelor of Science Degree in Financial Counseling and Planning from Purdue University.
In his free time, Ty enjoys watching sports and staying in shape. He also likes to travel with his friends to see National Parks. Ty lives in the Castleton area of Indianapolis.
Jennifer Keene
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Director of Client Service, Office Manager
Jennifer helps clients in her role as Director of Client Service by getting all necessary paperwork completed with our custodians and facilitating transfers of money in or money out. She has a great sense of urgency to get things done for clients as soon as possible. Jennifer wears many different hats in our firm which allows her to be involved in all areas of the internal management of our business.
In her free time, Jennifer enjoys watching her son Jaxon play baseball and compete in Tae-Kwon-Do. She also likes to workout and spend time with her friends and family. Jennifer lives in Avon with her son Jaxon.
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