Indianapolis, IN Allison Pointe Trail Office

William Hammond is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and having 20 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2005 and was also associated with H.R.F.E. Consulting for 17 years. Outside of his advisory role, Hammond is an independent contractor with Impact Health Sharing, focusing on non-investment related activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports account custody through Pershing, focusing primarily on individual investors rather than institutional clients.

Andrew Eaton is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and with 18 years of industry experience. He has worked with Primerica Advisors since 2008 and Primerica Financial Services since 2006. Outside of finance, he works as a self-employed mascot performer and drives for Lyft part-time. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages roughly $15.5 billion in assets through model-driven strategies overseen by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Eric Rogers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory duties, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Kent Preston is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is the owner of KLP Group LLC, a non-investment-related business established to manage a Primerica office lease. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated model portfolios rather than institutional pension or profit-sharing plan management.

Heather Schmidt is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Primerica Advisors since 2006 and has worked with Primerica Financial Services since 2003. In addition to her advisory role, she has engaged in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and select discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and uses independent due diligence to select third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Jeffrey Valler is a financial advisor with Primerica Advisors in Indianapolis, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Primerica, he worked in various roles including gig economy positions with Uber, DoorDash, and Lyft. He is also involved in part-time sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Angela Henderson is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services for the majority of her career. Outside of advisory work, Henderson is a partner in DIVNE HOMES, LLC, a company that purchases and manages rental properties. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, overseeing approximately $15.5 billion in assets under management.

Luke Sommers is a financial advisor with Primerica Advisors in Indianapolis, IN. He holds the Series 65 and Series 63 licenses and has 15 years of industry experience. His prior experience includes a role at the Kokomo Tribune in 2017 and long-term positions with PFS Investments Inc. and Primerica Financial Services. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, delivering advisory services through model-driven recommendations.

James Vitou II is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of home security and automation products through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.