Comprehensive Financial Consultants

David Mcgill is a financial advisor with Comprehensive Financial Consultants in Cicero, Indiana, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Parkland Securities, LLC and Sigma Planning Corporation. Outside of advising, he serves as Director of Aviation for Central Indiana Aviation Mission, which provides medical and disaster-related air transportation. Comprehensive Financial Consultants serves individuals, corporations, charities, and retirement plans, offering tailored financial planning and discretionary portfolio management based on client goals and risk tolerance. The firm employs strategies such as asset allocation and technical analysis and provides ongoing account monitoring and rebalancing.

Christian Mc Gill is a CFP® and ChFC® professional with seven years of experience in the financial services industry. He is currently with Comprehensive Financial Consultants, where he has worked since 2019. His prior experience includes roles at CSI Advisory Services and Taylor University. Outside of financial advising, Mc Gill is involved in livestock businesses, serving as an owner/operator of a livestock raising venture and as treasurer and part owner of Livestock Resources LLC, which operates a national registry for Kiko goats. Comprehensive Financial Consultants provides financial planning, discretionary portfolio management, and retirement-plan consulting for individuals, corporations, charities, and pension plans. The firm employs a portfolio approach that incorporates asset allocation, tactical adjustments, technical analysis, and Modern Portfolio Theory, often managing accounts with discretionary trading authority.

Dallas Baltz is a financial advisor at Comprehensive Financial Consultants with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Stratus Building Solutions of Indianapolis and Orthodynamics Company, Inc. Outside of financial services, he has been involved with Harbour Trees Golf & Beach Club for several years. Comprehensive Financial Consultants serves individuals—including high-net-worth clients—corporations, charities, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio management using proprietary models, and retirement plan consulting, employing strategies such as asset allocation, tactical asset allocation, and modern portfolio theory.

Noah Wolfe is a financial advisor at Comprehensive Financial Consultants with a Series 65 credential and one year of industry experience. He previously worked at First Farmers Bank & Trust for two years and has experience in education, having served at the University of Indianapolis and Tipton High School. Comprehensive Financial Consultants provides financial planning, discretionary portfolio management, and retirement-plan consulting for individuals, corporations, charities, and pension and profit-sharing plans. The firm uses a combination of asset allocation strategies, technical analysis, and Modern Portfolio Theory to tailor portfolios and typically operates with discretionary trading authority.