Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Jeff Gantz
Owner/President
Jeff became a Financial Advisor in 1993, earned his CFP® designation in 2008 and earned his CLU® designation in 2012. He began attending Indiana University at Bloomington, IN in 1987 and later graduated from the Indianapolis, IN campus...
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Mike Gilbert
Financial Advisor
Mike became licensed and started working with Jeff in 2024. He now serves as a Financial Advisor, where he participates in investment decisions and assists clients with their accounts. He attended Purdue University in West Lafayette,...
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