Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kristin Popovic

    Kristin Popovic

    Executive Director

    Branch Manager

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    • AL
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          8801 River Crossing Blvd
          4th Floor
          Indianapolis, IN 46240
        • Scott E. Troutman

          Scott Troutman


          Admin Manager

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          • IN
          • OH
                8801 River Crossing Blvd
                4th Floor
                Indianapolis, IN 46240

              Selecting retirement savings plans

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              How do you plan confidently for the retirement you want?

              Start by building a strategy based on the resources and needs over the course of your life.

              Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager