Mitchell Anderson is an Associate in our Greenwood office. He graduated Ball State University, Magna Cum Laude, with two majors, Finance and Business Analytics. He is currently a student at the University of Cincinnati pursuing a Master of Science in Finance with a focus in Securities Analysis. He is an investment advisor representative and holds an insurance and securities license in the state of Indiana.  When not working, he competes as a powerlifter. He is a member of Resurrection Lutheran Church in Indianapolis, 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. Connie enjoys attending church functions, reading, traveling, organizing, and the outdoors. Her favorite things to do are to go anywhere near a body of water with plenty of sunshine and more importantly being surrounded by family and friends.

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. Megan enjoys spending time with family and friends. In her free time she enjoys flipping furniture, gardening, doing puzzles, and organizing.