A complete list of active advisors currently associated with Goelzer Investment Management

Warmer can help you find a great advisor at Goelzer Investment Management or one who fits your needs even better.

Goelzer serves both private and institutional clients—including individuals, high‑net‑worth families, foundations, endowments, pension and profit‑sharing plans, nonprofit organizations, and governmental entities—offering investment advisory services, discretionary and non‑discretionary asset management, consulting, and financial planning. The firm also provides a specialized Private Office for complex estates, access to alternative investments, consolidated reporting, and markets services to professional athletes under its G•PRO Sports program. Goelzer’s work is organized across three teams (Institutional Advisory Services, Private Client Team, and an Investment Management Team) that combine proprietary research, asset allocation analysis, and customized portfolio construction to pursue long‑term total‑return objectives aligned with client risk tolerances. For institutional clients the firm may act as an OCIO and delivers services such as pension consulting, investment manager searches and monitoring, performance reporting, and ongoing governance support. Noteworthy features in the brochure include the firm’s regular publications, seminars, and other client communications on investments and community engagement, and its explicit service to governmental entities (including pension and municipal clients) through tailored institutional offerings. Goelzer is an employee‑owned company founded in 1969 with a controlling interest held by the Goelzer family, advises over $4.5 billion in client assets, and supports high‑net‑worth clients through tools such as the Goelzer Wealth Vision planning and reporting platform.

To learn more about the advisors currently working at Goelzer Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Cheryl Ackerman	Carmel, IN	8
David Alexander	Carmel, IN	11
Elaine Beaty	Carmel, IN	14
Scott Breske	Carmel, IN	4
Lisa Cantu	Carmel, IN	3
Benjamin Cloud	Carmel, IN	3
James Concannon	Carmel, IN	24
Nicholas Estey	Carmel, IN	10
Kory Fay	Carmel, IN	10
Gregory Goelzer	Carmel, IN	42
Caleb Hussain	Carmel, IN	1
Rebecca Jacklin	Carmel, IN	22
Susan Jann	Carmel, IN	24
Philip Kojich	Carmel, IN	16
Brett Mckamey	Carmel, IN	27
Adrian Miller	Carmel, IN	5
Umesh Nathani	Carmel, IN	15
Sara Omohundro	Carmel, IN	1
Brian Pyne	Carmel, IN	24
Kip Robbins	Carmel, IN	6
Gavin Stephens	Carmel, IN	12
Gregory Thompson	Carmel, IN	30
Sherri Wilson	Carmel, IN	19

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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