Mitchell Anderson is an investment analyst in our Greenwood Office. Mitchell graduated from Ball State University with a Bachelor of Science degree in finance and business analytics. He graduated from the University of Cincinnati with a Master of Science degree in finance. Mitchell’s financial credentials include securities registrations (Series 7, and 66), administered by FINRA. He holds insurance and securities licenses in multiple states. He is an active member of Resurrection Lutheran Church in Greenwood, IN.

Brett Perks is an Associate in our Greenwood office. He graduated from DePauw University with a bachelor of arts degree in French.  Brett’s financial credentials include the AAMS designation and securities registrations, (Series 7, 31, 63, 65 and 66) administered by FINRA. He holds insurance and securities licenses in multiple states. Brett gathers, tracks, and researches information that is used to make suitable securities product recommendations. He is available to meet with you, answer questions and offer advice about your investments. Brett is married to his wife Susan, and they have two children. They are active members of Resurrection Lutheran Church in Indianapolis, IN.

Bobbi Poore is the Operations Manager in our Greenwood office. She assists with human resources, business development and member engagement. She is married to Scott and they have two children. Bobbi had a career in Neurology Testing for over 30 years with 22 years being in management. Her current position is a nice change of pace.

She loves live music, playing card games, bike trails, pickleball, traveling, volunteering, and being outdoors when the sun is shining. She most loves these activities when she is with family and friends. She and Scott attend Crosspointe Community Church.

Connie Rainey is a Licensed Office Manager in Crown Point, IN. Connie has her life and health insurance license and is able to provide you with a high level of customer service and supports the overall operations of the team. Connie is married to her husband Rich, and they have two children. They are active members of Trinity Lutheran Church in Crown Point, IN.

Megan Butcher is an Insurance Office Professional in our Greenwood office. Megan has her life and health insurance license and is able to provide you with a high level of customer service. Megan is also here to greet you and assist you with making appointments. Megan is married to her husband Austin. They are active members of Stones Crossing Church in Greenwood, IN. 

Madelyn Andrews is an Office Professional in our Greenwood Office. She will be there to greet you when you walk in the door, and when you call our office. She will also be managing our marketing and assisting with planning client events. Madelyn graduated from Ball State University with a Bachelor of Science degree in public relations and a minor in marketing. She attends Emmanuel Church in Greenwood, IN.