Asset Management Strategies, Inc.

Matthew Lux is a Series 65-licensed advisor with Asset Management Strategies, Inc. in Indianapolis, IN, where he has worked since 2014. He has 18 years of industry experience and also maintains a role at The Mutual Fund Store-Kansas City, LLC. Lux has involvement in residential rental properties outside of his advisory work. Asset Management Strategies, Inc. serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and institutional clients such as banks and investment companies. The firm provides personalized financial planning and investment management, focusing on asset allocation within a trend-following framework primarily using passive index funds and ETFs.

Yadira Garcia is a financial advisor with Asset Management Strategies, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Raymond James and Associates since 2013, with prior experience at Fifth Third Securities, Inc. and Chase Investment Services Corp. Outside of her advisory role, she manages a rental property, handling maintenance and tenant issues. Asset Management Strategies, Inc. provides personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a trend-following asset allocation approach using primarily passive index funds and ETFs, managing approximately $220 million across more than 2,100 client accounts.

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.

Anthony Fiorillo is a financial advisor with Asset Management Strategies, Inc. in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Asset Management Strategies since 2005 and concurrently works with the Division of Continuing Studies at IUPUI. Asset Management Strategies, Inc. serves a wide range of clients including individuals, pension plans, trusts, charitable organizations, small businesses, and institutional clients. The firm provides personalized financial planning and investment management with an emphasis on asset allocation using a trend-following approach primarily through passive index funds and ETFs.

Andrea Gasaway is a financial advisor at Asset Management Strategies, Inc. with a Series 65 designation and four years of industry experience. She has prior experience working at Bluesafe Financial for 10 years and at Gasaway Business Group for nine years. Asset Management Strategies, Inc. provides personalized financial planning and discretionary investment management to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a trend-following asset allocation approach using passive index funds and ETFs, with accounts typically 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.

Loyd Timmons is a financial advisor with Asset Management Strategies, Inc. in Frankfort, IN, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Edward Jones, LPL Financial, and the Center for Wealth Planning. He operates a sole proprietorship, Timmons Financial Services, which involves annuity and health insurance business. Asset Management Strategies, Inc. provides financial planning and investment management services to a diverse client base, including individuals, pension plans, trusts, and institutional clients. The firm’s investment approach focuses on asset allocation with a trend-following framework, primarily using passive index funds and ETFs.