Joyce Smith is a financial advisor with Asset Management Strategies, Inc. in Lafayette, IN, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Center For Wealth Planning Advisors, Inc., BlueSafe Financial, and LPL Financial, LLC. Asset Management Strategies, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and institutional clients. The firm’s investment approach focuses on asset allocation within a trend-following framework, primarily using passive index funds and ETFs, and it manages over $200 million across more than 2,000 accounts.

Jeffrey Gasaway is a Series 66-licensed financial advisor with 14 years of industry experience. He is affiliated with Asset Management Strategies, Inc. and has previously worked at Center For Wealth Planning Advisors, Inc., LPL Financial, and Edward Jones. Outside of his advisory role, he is involved in life and health insurance services through BlueSafe Financial LLC. Asset Management Strategies, Inc. offers personalized financial planning and discretionary investment management to a diverse client base including individuals, trusts, retirement plans, and institutional entities. The firm employs a trend-following asset allocation strategy using passive index funds, ETFs, and mutual funds, with most accounts managed on a discretionary basis and reviewed quarterly.

Jason Gregory is a financial advisor with Asset Management Strategies, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked at Integrity Brokerage Services, Inc. since 2017 and served at Waddell & Reed Inc. from 2012 to 2017. Gregory is also a board member of Industrial Federal Credit Union in Lafayette, IN. Asset Management Strategies, Inc. provides personalized financial planning and investment management services to a diverse client base, including individuals, pension plans, trusts, and institutional clients. The firm emphasizes asset allocation through a trend-following approach, primarily using passive index funds and ETFs, and manages approximately $207 million across over 2,000 accounts.