Our team

With thirty years of experience as a Financial Advisor with Thrivent, Bill strives to help clients identify their goals and dreams while developing financial plans toward achieving them. Bill is a Certified Financial Planner^® with an MBA from the University of Notre Dame and has attended the Wharton School of Business for additional training in tax efficiency and advanced retirement concepts. Bill helps clients throughout the Indiana/Illinois Region and is also active in several states. Bill serves on the Board of the MAAC Foundation, the Finance Committee of Porter County Community Foundation (PCCF) and is PCCF Board emeritus member. Bill grew up in Hammond, Indiana and lives in Valparaiso with his wife. Their four young adult children remain a continuing source of joy and keep them busy.

My passion includes walking alongside our members, guiding them through their financial journey. With more than 30 years in the Financial Services Industry and more than 15 years with Thrivent, my greatest strengths include the ability to listen and understand our clients' goals. I enjoy growing through challenges and succeeding together. The financial confidence we have provided our members is validated as we receive introductions to their family and friends.

My husband and I were married in 1998 and have two adult children, Michael and Christina, that make us proud every day. My time is fulfilled as I participate in community events and serve on the boards of our local police department’s pension fund and our park district.

David Keller recently joined Maar Financial Group and strives to use his passion for research and the financial industry to help clients achieve their goals and capitalize on the investment opportunities available to them. He began his career in financial services industry in 2016 and in 2021 obtained his MBA from the University of Notre Dame, graduating with cum laude honors. He also had the privilege of helping teach a finance course in fixed income to undergraduates during his time in graduate school before joining Maar Financial Group. He obtained his Bachelor of Arts in Political Science from the University of Wyoming in 2014. David and his wife enjoy going on hikes and being active, spending time at his wife’s family cottage in Michigan during the summer, and wrangling his three disobedient yet lovable cats.  

Kylee graduated magna cum laude from Valparaiso University where she majored in finance and minored in business analytics. Throughout her time at Valparaiso University, she actively participated in several organizations including The Financial Management Association (FMA), The Society of Women in Business (SWIB), The Student Managed Investment Fund (SMIF), Delta Sigma Phi (DSP), Beta Gamma Sigma (BGS), and The Dean’s Leadership Council (DLC). In her spare time, Kylee loves parrots and helps rescue parrots in need of a new home. Currently, she cares for a delightful flock of five parrots. 

Monica has been a customer service professional for over 19 years and a licensed insurance professional for the past seven years. Monica enjoys assisting our clients and strives to help them with whatever they may need. Monica loves to spend time with her family. She and her husband Dave adopted a beautiful baby boy who is now 6 and they also have a sweet baby girl who is now 4. Monica and Dave have also opened their home and hearts to several foster children over the years, who may no longer physically be with them but who are always in their hearts. 

As an Office Professional for 20 years, I’ve always enjoyed assisting Members reach their financial goals. Working along-side our clients, at coffee hours, fundraisers, golf outings and dinner auctions have supported building a pre-school playground, a Christian school, and a parsonage My husband of 43 years, Dale, our children Kyle and Kelly, and our granddaughter Lyric share my enthusiasm of serving, sharing and community involvement.

I have 11 years experience in the financial services industry, first as a municipal bond trader and later as a senior executive at one of the largest firms on Wall Street. I then began a 25-year career teaching writing and professional communication. My wife Olga and I celebrated our 50th anniversary last year. We have been blessed with two children, four grandchildren, and a black cat that adopted use. We named him Pyewacket. We love our life here in Valparaiso.