Jo Ann Hendryx is a financial advisor with Intrepid Financial Planning Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Intrepid Financial Planning since 1999 and maintains ongoing business activities as a CPA and attorney, providing tax and estate planning services through DeFelice Engineering Inc. Intrepid Financial Planning Group, LLC offers discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, emphasizing diversification, tax efficiency, and cost control, while providing customized portfolios and maintaining formal affiliations with tax and accounting professionals.

Julie Faas is a financial advisor at Intrepid Financial Planning Group, LLC in Indianapolis, IN, holding a Series 65 designation with 23 years of industry experience. She has been with Intrepid Financial LLC since 1999. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and offers customized portfolios including mutual funds, ETFs, individual stocks and bonds, and market strategies.

Nikki Wheeler is a financial advisor with Intrepid Financial Planning Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been affiliated with Intrepid Financial Planning since 1999 and the Morris Group since 2004. In addition to her advisory role, she is president and sole shareholder of Nikki Wheeler CPA, P.C., a CPA firm specializing in tax return preparation. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, focusing on diversification, tax efficiency, and cost control, and offers customized portfolios managed on a discretionary basis.