Goelzer Investment Management

Gregory Thompson is a financial advisor at Goelzer Investment Management with 30 years of industry experience. His prior roles include positions at RBC Capital Markets and Spectrum Wealth Counsel. He holds Series 63 and Series 66 licenses. Goelzer Investment Management serves private and institutional clients, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through specialized teams that use proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Gavin Stephens is a CFA® charterholder with 12 years of industry experience and has been with Goelzer Investment Management since 2014. He holds a Series 65 license and participates as a non-board member of the Marketing Committee for Fairbanks Hospital. Goelzer Investment Management serves private and institutional clients across multiple sectors, offering investment advisory, asset management, consulting, and financial planning services through three specialized teams. The firm employs proprietary research and customized portfolio construction to meet long-term total-return objectives and provides tailored solutions for complex estates, alternative investments, and professional athletes.

Benjamin Cloud is a financial advisor at Goelzer Investment Management with three years of industry experience. He holds a Series 65 designation and has previously worked at Axia Advisory and INVST. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, providing investment advisory, asset management, consulting, and financial planning services. The firm operates through three specialized teams offering proprietary research and customized portfolio construction to support long-term return objectives aligned with client risk profiles.

Susan Jann is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Goelzer Investment Management since 2016. She holds the Series 63 and Series 66 designations and is based in Carmel, Indiana. Goelzer Investment Management provides investment advisory and asset management services to private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations. The firm combines proprietary research and customized portfolio construction across three specialized teams to pursue long-term total-return objectives aligned with client risk tolerances.

Cheryl Ackerman is a financial advisor at Goelzer Investment Management with eight years of industry experience. She holds a Series 65 designation and previously worked at Proteus, LLC and Rgp. Goelzer Investment Management serves private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm’s team-based approach integrates proprietary research and customized portfolio construction to meet client risk tolerances and long-term return objectives.

Umesh Nathani is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Goelzer Investment Management since 2020. His prior experience includes roles at Oberweis Securities, Inc., M HOLDINGS SECURITIES, Inc., and Cozad Asset Management. Goelzer Investment Management advises private and institutional clients, including individuals, families, foundations, pension plans, and nonprofit organizations, providing a range of services such as investment advisory, asset management, consulting, and financial planning. The firm operates through three specialized teams that combine proprietary research and customized portfolio construction to meet long-term return objectives aligned with client risk tolerances.

Kory Fay is a CFP® and Series 65-licensed advisor with 10 years of industry experience, currently with Goelzer Investment Management where he has worked since 2019. His prior roles include positions at Change Path LLC, Preservation Wealth Advisors LLC, and EDU. Wealth Advisors LLC. He is a licensed insurance agent though not actively seeking additional business in that area. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, providing investment advisory, asset management, consulting, and financial planning services. The firm organizes its work across three specialized teams and offers tailored solutions such as an OCIO role for institutional clients and a Private Office for complex estates.

Lisa Cantu is a financial advisor at Goelzer Investment Management with a Series 65 designation and three years of industry experience. Her prior roles include positions at Marian University, CUNA Mutual Group, Aurora Financial Strategies, and INVEX Banco. Goelzer Investment Management serves private and institutional clients, offering investment advisory, asset management, consulting, and financial planning services. The firm employs a team-based approach combining proprietary research and customized portfolio construction to meet long-term total-return objectives aligned with client risk tolerances.

Sara Omohundro is a CFA® charterholder at Goelzer Investment Management with one year of industry experience. She previously worked at Elevate Ventures and the Indiana Public Retirement System. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities. The firm combines proprietary research and customized portfolio construction across three teams to pursue long-term total-return objectives aligned with client risk tolerances.

Sherri Wilson is a Series 65-licensed financial advisor with Goelzer Investment Management in Carmel, IN, where she has worked since 1995. She has 20 years of industry experience. Goelzer serves private and institutional clients with investment advisory, asset management, consulting, and financial planning services. Organized across three teams, the firm combines proprietary research and customized portfolio construction to meet client objectives, supporting a diverse client base that includes high-net-worth individuals, foundations, pension plans, and professional athletes.

Elaine Beaty is a financial advisor at Goelzer Investment Management with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Beaty has been with Goelzer Investment Management since 2019. Goelzer serves private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations, providing investment advisory, asset management, consulting, and financial planning services. The firm’s three-team structure integrates proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

David Alexander is a CFP® and ChFC® with 11 years of industry experience. He has worked at Goelzer Investment Management since 2022 and previously spent 13 years at Wells Fargo Bank N.A. Located in Carmel, IN, he holds Series 63 and Series 66 licenses. Goelzer Investment Management serves private and institutional clients with investment advisory services, asset management, consulting, and financial planning. The firm operates through three teams that provide customized portfolio construction, proprietary research, and asset allocation analysis to meet diverse client needs.

Scott Breske is a financial advisor at Goelzer Investment Management with four years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at One America and Oxford Financial Group. Breske is based in Carmel, Indiana. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, pension plans, and nonprofit organizations. The firm organizes its services through three specialized teams, combining proprietary research and customized portfolio construction to align with client risk tolerances and long-term objectives.

Kip Robbins is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Goelzer Investment Management. His prior roles include positions at the National Bank of Indianapolis, Retirement Plan Advisors, LLC, and BMO Harris Bank. Goelzer Investment Management serves private and institutional clients, including high-net-worth families, foundations, and governmental entities, offering investment advisory, asset management, consulting, and financial planning. The firm operates through three specialized teams that use proprietary research and customized portfolio construction to pursue long-term total-return objectives aligned with client risk tolerances.

Gregory Goelzer is a financial advisor at Goelzer Investment Management with 41 years of industry experience. He has been with Goelzer Investment Management since 1997 and holds the Series 63 designation. Goelzer Investment Management serves private and institutional clients including individuals, high-net-worth families, foundations, endowments, pension plans, nonprofits, and governmental entities. The firm offers investment advisory, asset management, consulting, and financial planning services through three specialized teams, combining proprietary research and customized portfolio construction to address client objectives.