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Brian G
CFP®
Evansville, IN
Pettinga Financial Advisors, LLC
Brian Goebel is a CFP® professional with 25 years of experience in financial advising. He has been with Pettinga Financial Advisors, LLC since 2013. The firm manages approximately $1.11 billion for a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Pettinga offers discretionary investment management, financial planning, and ERISA plan services, utilizing customized and model portfolios with a range of investment options.
Addison V
Series 65
Evansville, IN
Pettinga Financial Advisors, LLC
Addison Volkman is a financial advisor at Pettinga Financial Advisors, LLC with three years of industry experience. They hold a Series 65 designation and have been with Pettinga Financial Advisors since 2017, with intermittent periods of full-time education. Pettinga Financial Advisors, LLC is an SEC-registered firm managing approximately $1.11 billion for individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, and ERISA plan services, utilizing customized and model portfolios that include mutual funds, ETFs, fixed income, alternative investments, and individual securities.
Joel M
Series 66, Series 63
Evansville, IN
Pettinga Financial Advisors, LLC
Joel Mullins is a financial advisor at Pettinga Financial Advisors, LLC in Evansville, IN, holding Series 66 and Series 63 designations with 18 years of industry experience. He has worked at Pettinga Financial Advisors since 2018 and previously spent three years at FDx Advisors, Inc. Pettinga Financial Advisors is an SEC-registered firm managing approximately $1.28 billion in client assets, serving high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management and financial planning, tailoring portfolios through customized allocations that may include mutual funds, ETFs, fixed income, third-party managers, and alternative investments.
Matthew V
CFP®, Series 65
Evansville, IN
Pettinga Financial Advisors, LLC
Matthew Volkman is a CFP® with 29 years of industry experience and has been with Pettinga Financial Advisors, LLC since 2011. He holds a Series 65 license and is based in Evansville, Indiana. Pettinga Financial Advisors, LLC is an SEC-registered advisory firm managing approximately $1.11 billion for individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and ERISA plan services, utilizing customized and model portfolios that include mutual funds, ETFs, fixed income, alternative investments, and individual securities.
Austin V
Series 65
Evansville, IN
Pettinga Financial Advisors, LLC
Austin Volkman is a financial advisor at Pettinga Financial Advisors, LLC in Evansville, IN, holding a Series 65 credential with six years of industry experience. He has been with Pettinga Financial Advisors since 2017. Pettinga Financial Advisors is an SEC-registered firm managing approximately $1.28 billion in assets, serving high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary investment management, financial planning, and ERISA plan services, tailoring portfolios to client objectives with a range of investment options and model portfolios supported in part by BlackRock.
Tonya B
Series 65
Evansville, IN
Pettinga Financial Advisors, LLC
Tonya Borders is a Series 65-licensed financial advisor at Pettinga Financial Advisors, LLC in Evansville, IN, with 14 years of industry experience. She has been with Pettinga Financial Advisors since 2011. Pettinga Financial Advisors is an SEC-registered advisory firm managing approximately $1.11 billion for a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and ERISA plan services, utilizing customized and model portfolios that incorporate a range of investment vehicles and third-party resources.
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