Greenwood Financial Advisors

Home » Greenwood, IN
Greenwood Office
549 E. County Line Road
Suite A
Greenwood, IN 46143
Phone
317.582.0700
Fax
866.248.5796

Wealth Management & Trust Services

The Greenwood financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:
  • Wealth Management (financial, retirement, and estate planning)
  • Investment management
  • Cash flow and budget planning
  • Charitable giving strategies
  • Personal trust and estate settlement services
  • Bill paying
  • Family Office
  • Sports & Entertainment services
  • Business consulting services
  • Institutional services
  • Retirement plan consulting
The Greenwood office continues to grow by integrating financial planning, investment management, and trust services into financial plans tailored to suit clients’ needs. The office was established in 2010 as an expansion of Blue Trust’s Indianapolis office, which is one of the larger wealth management practices in the Midwest and operates under the leadership of Aaron Klopfenstein, managing director. Senior Private Wealth Advisor, Craig Westrick, provides local management to this office and brings over 20 years of experience from the financial services industry.

Meet our Greenwood Financial Advisors

  • See Bio

    Bryan Chapman

    Bryan Chapman, CFP®, CWS®

    Greenwood, IN

  • See Bio

    Craig Westrick

    Craig Westrick, CWS®

    Greenwood, IN

  • See Bio

    Amy Wilson

    Amy Wilson, CFP®, CKA®

    Greenwood, IN