Gregory Thompson is a financial advisor at Goelzer Investment Management with 30 years of industry experience. His prior roles include positions at RBC Capital Markets and Spectrum Wealth Counsel. He holds Series 63 and Series 66 licenses. Goelzer Investment Management serves private and institutional clients, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through specialized teams that use proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Gavin Stephens is a CFA® charterholder with 12 years of industry experience and has been with Goelzer Investment Management since 2014. He holds a Series 65 license and participates as a non-board member of the Marketing Committee for Fairbanks Hospital. Goelzer Investment Management serves private and institutional clients across multiple sectors, offering investment advisory, asset management, consulting, and financial planning services through three specialized teams. The firm employs proprietary research and customized portfolio construction to meet long-term total-return objectives and provides tailored solutions for complex estates, alternative investments, and professional athletes.

Benjamin Cloud is a financial advisor at Goelzer Investment Management with three years of industry experience. He holds a Series 65 designation and has previously worked at Axia Advisory and INVST. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams offering proprietary research and customized portfolio construction to support long-term return objectives aligned with client risk profiles.

Susan Jann is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Goelzer Investment Management since 2016. She holds the Series 63 and Series 66 designations and is based in Carmel, Indiana. Goelzer Investment Management provides investment advisory and asset management services to private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations. The firm combines proprietary research and customized portfolio construction across three specialized teams to pursue long-term total-return objectives aligned with client risk tolerances.

Cheryl Ackerman is a financial advisor at Goelzer Investment Management with eight years of industry experience. She holds a Series 65 designation and previously worked at Proteus, LLC and Rgp. Goelzer Investment Management serves private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm’s team-based approach integrates proprietary research and customized portfolio construction to meet client risk tolerances and long-term return objectives.

Umesh Nathani is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Goelzer Investment Management since 2020. His prior experience includes roles at Oberweis Securities, Inc., M HOLDINGS SECURITIES, Inc., and Cozad Asset Management. Goelzer Investment Management advises private and institutional clients, including individuals, families, foundations, pension plans, and nonprofit organizations, providing a range of services such as investment advisory, asset management, consulting, and financial planning. The firm operates through three specialized teams that combine proprietary research and customized portfolio construction to meet long-term return objectives aligned with client risk tolerances.

Kory Fay is a CFP® and Series 65-licensed advisor with 10 years of industry experience, currently with Goelzer Investment Management where he has worked since 2019. His prior roles include positions at Change Path LLC, Preservation Wealth Advisors LLC, and EDU. Wealth Advisors LLC. He is a licensed insurance agent though not actively seeking additional business in that area. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, providing investment advisory, asset management, consulting, and financial planning services. The firm organizes its work across three specialized teams and offers tailored solutions such as an OCIO role for institutional clients and a Private Office for complex estates.

Lisa Cantu is a financial advisor at Goelzer Investment Management with a Series 65 designation and three years of industry experience. Her prior roles include positions at Marian University, CUNA Mutual Group, Aurora Financial Strategies, and INVEX Banco. Goelzer Investment Management serves private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm employs a team-based approach combining proprietary research and customized portfolio construction to meet long-term total-return objectives aligned with client risk tolerances.

Sara Omohundro is a CFA® charterholder at Goelzer Investment Management with one year of industry experience. She previously worked at Elevate Ventures and the Indiana Public Retirement System. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities. The firm combines proprietary research and customized portfolio construction across three teams to pursue long-term total-return objectives aligned with client risk tolerances.

Sherri Wilson is a financial advisor at Goelzer Investment Management in Carmel, IN, holding a Series 65 designation with 19 years of industry experience. She has been with Goelzer since 1995. Goelzer serves private and institutional clients with investment advisory, asset management, consulting, and financial planning services. The firm operates through three teams that utilize proprietary research and customized portfolio construction to meet long-term total-return objectives aligned with client risk tolerances.

Elaine Beaty is a financial advisor at Goelzer Investment Management with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Beaty has been with Goelzer Investment Management since 2019. Goelzer serves private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations, providing investment advisory, asset management, consulting, and financial planning services. The firm’s three-team structure integrates proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

David Alexander is a CFP® and ChFC® with 11 years of industry experience. He has worked at Goelzer Investment Management since 2022 and previously spent 13 years at Wells Fargo Bank N.A. Located in Carmel, IN, he holds Series 63 and Series 66 licenses. Goelzer Investment Management serves private and institutional clients with investment advisory services, asset management, consulting, and financial planning. The firm operates through three teams that provide customized portfolio construction, proprietary research, and asset allocation analysis to meet diverse client needs.

Scott Breske is a financial advisor at Goelzer Investment Management with four years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Goelzer in 2021, he worked at One America and Oxford Financial Group. Goelzer Investment Management serves private and institutional clients with investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams and offers tailored solutions including a Private Office for complex estates and a program for professional athletes.

Kip Robbins is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Goelzer Investment Management. His prior roles include positions at the National Bank of Indianapolis, Retirement Plan Advisors, LLC, and BMO Harris Bank. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, offering investment advisory, asset management, consulting, and financial planning. The firm operates through three specialized teams that use proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Gregory Goelzer is a financial advisor at Goelzer Investment Management with 41 years of industry experience. He has been with Goelzer Investment Management since 1997 and holds the Series 63 designation. Goelzer Investment Management serves private and institutional clients including individuals, high-net-worth families, foundations, endowments, pension plans, nonprofits, and governmental entities. The firm offers investment advisory, asset management, consulting, and financial planning services through three specialized teams, combining proprietary research and customized portfolio construction to address client objectives.

Philip Kojich is a financial advisor at Goelzer Investment Management with 16 years of industry experience. He holds the Series 66 and Series 65 licenses and has previously worked at Capital Client Group, American Funds, and Vanguard. Goelzer Investment Management serves private and institutional clients, including individuals, high-net-worth families, foundations, endowments, pension plans, nonprofit organizations, and governmental entities. The firm combines proprietary research, asset allocation analysis, and customized portfolio construction through three dedicated teams to pursue long-term total-return objectives aligned with client risk tolerances.

Rebecca Jacklin is a CFP® with 22 years of industry experience, currently serving at Goelzer Investment Management since 2025. She previously held various roles at PNC Bank and affiliated entities from 2014 to 2020. Outside of her advisory work, Jacklin is active in philanthropy, holding leadership positions with the Ayres Foundation, the Women's Fund of Central Indiana, the Gleaners Food Bank of Indiana, and a family farm nonprofit. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, providing comprehensive investment advisory, asset management, consulting, and financial planning services. The firm organizes its work across specialized teams that use proprietary research and custom portfolio construction to align with client risk tolerances.

Adrian Miller is a CFA® charterholder and holds the Series 66 designation, with five years of industry experience. He currently works at Goelzer Investment Management, where he has been since 2021, following ten years at Wells Fargo Private Bank. Goelzer Investment Management serves both private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams that integrate proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Brian Pyne is a CFP® and CFA® charterholder with 24 years of industry experience. He has worked at Goelzer Investment Management since 2012 and previously held roles at J.P. Morgan Securities and Banc One Securities Corporation. Pyne is based in Carmel, IN. Goelzer Investment Management serves private and institutional clients, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through three teams that utilize proprietary research and customized portfolio construction to align with client risk tolerances and offers specialized programs for complex estates and professional athletes.

Caleb Hussain is a financial advisor at Goelzer Investment Management with a Series 65 credential and one year of industry experience. Prior to joining Goelzer, he worked at Winthrop Capital Management, Valeo Financial Advisors, and Northwestern Mutual. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations. The firm offers investment advisory, asset management, consulting, and financial planning services through three specialized teams that utilize proprietary research and customized portfolio construction to meet long-term return objectives aligned with client risk tolerances.

Brett Mckamey is a CFA® charterholder with 27 years of industry experience, currently serving at Goelzer Investment Management since 1997. He holds Series 63 registration and is based in Carmel, IN. Outside of his advisory role, he is a director of the Booth Tarkenton Civic Theatre and Indiana Landmarks, and a life trustee of the Nature Conservancy. Goelzer Investment Management provides investment advisory, asset management, and consulting services to a diverse client base including individuals, high-net-worth families, institutions, and nonprofit organizations. The firm combines proprietary research and customized portfolio construction across specialized teams to manage long-term total-return objectives aligned with client risk tolerances.

Nicholas Estey is a CFP® professional with 10 years of experience in financial advising, currently with Goelzer Investment Management since 2023. His prior experience includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Northwestern Mutual Investment Services. Outside of his advisory work, he serves as the head lacrosse coach at Brebeuf Jesuit Preparatory School and is a director of Circle City Lacrosse LLC. Goelzer Investment Management serves private and institutional clients with investment advisory, asset management, and financial planning services. The firm operates through specialized teams that offer customized portfolio construction and asset allocation, including services for professional athletes and governmental clients, supported by proprietary research and client-focused communication.

James Concannon is a CFP® and CFA® certified financial advisor with 24 years of industry experience. He has been with Goelzer Investment Management in Carmel, IN, since 2005. Goelzer Investment Management serves private and institutional clients, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams that combine research and customized portfolio construction to align with client risk tolerances and offers tailored services for complex estates, professional athletes, and governmental entities.