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Kevin W

Series 65

Carmel, IN

Park + Elm Investment Advisers

Kevin Ward is a Series 65 licensed financial advisor with Park + Elm Investment Advisers in Carmel, Indiana, bringing 10 years of industry experience. He has been with Park + Elm Investment Advisers LLC since 2016. In addition to his advisory role, he is a licensed insurance agent and owns Park + Elm Insurance Services, through which he occasionally offers commissionable insurance products. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients, including high-net-worth households, and plan sponsors. The firm employs a risk-assessment tool and five model portfolios based on Modern Portfolio Theory, primarily using institutional mutual funds for implementation.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Founder/Business Owner
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Jason C

Series 65

Carmel, IN

Park + Elm Investment Advisers

Jason Comer is a financial advisor at Park + Elm Investment Advisers in Carmel, IN, holding a Series 65 designation with 15 years of industry experience. He has worked at Hieser Webb Capital Management since 2010. Outside of advising, Comer manages contractors on residential real estate rehabilitation projects. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals and employer-sponsored plans. The firm uses a risk-assessment tool and model portfolios grounded in Modern Portfolio Theory, primarily implementing strategies with institutional mutual funds.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Founder/Business Owner
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Kara H

Series 65

Carmel, IN

Park + Elm Investment Advisers

Kara Hieser is a financial advisor at Park + Elm Investment Advisers with 20 years of industry experience. She holds a Series 65 credential and has worked at Webb Financial Advisors since 2003. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients and employer-sponsored plans. The firm serves a mix of individual households, including high-net-worth clients, and plan sponsors, using a risk-assessment tool and five model portfolios to guide investment decisions with a long-term, asset-class approach.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Founder/Business Owner
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