NorthWest Financial Services Inc

Brady Webster is a financial advisor with NorthWest Financial Services Inc in Indianapolis, IN, holding a Series 65 designation and six years of industry experience. Prior to joining NorthWest Financial Services in 2020, he worked for Probo Medical from 2016 to 2019. He also provides accounting consulting and bookkeeping advice on a limited basis. NorthWest Financial Services is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm offers comprehensive financial planning and discretionary portfolio management, employing a two-tiered investment approach that balances liquidity with actively managed, value-oriented holdings.

Aaron Pettersen is a CFP® professional with 21 years of experience at NorthWest Financial Services Inc, where he has worked since 1998. He is a 5% owner and shareholder of the firm. Based in Indianapolis, IN, he holds a Series 63 license. NorthWest Financial Services primarily serves individual investors and offers financial planning along with discretionary portfolio management. The firm employs a two-tiered investment approach focused on liquidity preservation and long-term, value-oriented strategies, supported by a team with multiple professional credentials and in-house tax and insurance services.

Holly Wharton is a CFP® professional with 10 years of industry experience, currently serving at NorthWest Financial Services Inc. She worked at the firm from 2007 to 2017 before a seven-year period as a homemaker, returning to NorthWest Financial Services in 2024. NorthWest Financial Services primarily serves individual investors and offers financial planning alongside discretionary portfolio management. The firm employs a two-tiered investment approach combining conservative near-term liquidity with longer-term value-oriented mutual fund allocations, managing all assets on a discretionary basis.

Dexter White is a financial advisor at NorthWest Financial Services Inc in Indianapolis, holding a Series 65 designation with one year of industry experience. His prior roles include positions at 317 Seal, Charles Schwab, The Farmer's Kitchen, and Cigna Health Insurance. He maintains an insurance license and dedicates time to evaluating and recommending insurance for clients. NorthWest Financial Services is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm provides comprehensive financial planning, discretionary portfolio management focused on mutual funds, and ancillary services including tax preparation and insurance analysis.

Thomas Gross is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience, currently serving as Vice President and 30% owner of NorthWest Financial Services, Inc. in Indianapolis, where he has worked since 2011. Outside of his advisory role, he owns and operates two small businesses: one that sells livestock supplements and another involving show pigs. NorthWest Financial Services primarily serves individual investors and also works with trusts and estates, providing financial planning and discretionary portfolio management. The firm employs a two-tiered investment approach combining conservative near-term liquidity with longer-term mutual fund allocations, using an active, value-oriented strategy.

Rachel Leman is a CFP® professional with eight years of industry experience, currently serving as an advisor at NorthWest Financial Services Inc since 2017. Her prior experience includes roles at Hawtree & Associates, CPA, and Olivet Nazarene University. She holds an insurance license and dedicates time to evaluating and recommending insurance products for clients. NorthWest Financial Services is a team-based registered investment adviser that primarily serves individual and high-net-worth clients, as well as trusts and estates. The firm offers comprehensive financial planning and discretionary portfolio management, employing a two-tiered investment approach focused on liquidity preservation and long-term, value-oriented active management.

Molly O'Shea is a financial advisor with NorthWest Financial Services Inc in Indianapolis, holding a Series 65 designation and three years of industry experience. Prior to joining NorthWest Financial Services in 2021, she worked for Two Five Apparel for seven years. She also maintains an insurance license, which she uses to evaluate and recommend insurance products to clients. NorthWest Financial Services primarily serves individual investors and offers financial planning and discretionary portfolio management, incorporating tax preparation and insurance analysis as ancillary services. The firm employs a two-tiered, value-oriented investment approach focused on liquidity preservation and long-term growth.

Sarah Austin is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with NorthWest Financial Services Inc in Indianapolis since 2016. Austin maintains an insurance license and dedicates time to evaluating and recommending insurance products for clients. NorthWest Financial Services primarily serves individual investors and offers financial planning along with discretionary portfolio management. The firm employs a two-tiered investment approach that balances near-term liquidity with longer-term mutual fund allocations, using an active, value-oriented philosophy.

Matthew Yeiter is a CFP® with 15 years of industry experience and is a 65% owner and president of NorthWest Financial Services, Inc. He has worked at the firm since 2011 and holds an insurance license, which he uses to assist clients with insurance evaluations. NorthWest Financial Services is a team-based registered investment adviser serving mainly individual and high-net-worth clients, as well as trusts and estates. The firm employs a two-tiered investment approach combining conservative instruments for liquidity with an actively managed, value-oriented sleeve for long-term growth, managing a mid-hundreds-million-dollar discretionary asset base.