Indianapolis Financial Advisors

Home » Indianapolis, IN
Indianapolis Office
9229 Delegates Row
Suite 200
Indianapolis, IN 46240
Phone
317.582.0700
Fax
317.582.0701

Wealth Management & Trust Services

The Indianapolis 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
  • Family Office
  • Sports & Entertainment services
  • Business consulting services
  • Institutional services
  • Retirement plan consulting
With a staff of over 50 professionals, the Indianapolis financial advisors serve over 1,400 clients with combined assets under advisement of over $3 billion, making it Blue Trust’s largest office and one of the larger wealth management practices in the Midwest.* The office was established in 1988 as a second regional office and is currently managed by Aaron Klopfenstein, who has over 20 years of experience in the financial services industry and continues to help the office grow and expand. *As of 12/31/21 and subject to change.

Meet our Indianapolis Financial Advisors

  • See Bio

    Tim Bowman

    Tim Bowman, CFP®, CKA®

    Indianapolis, IN

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    Thomas Dafnos

    Thomas Dafnos, CFP®

    Indianapolis, IN

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    Brent Dunn

    Brent Dunn, CKA®, CFP®

    Indianapolis, IN

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    Mike Evans

    Mike Evans, CFP®, CWS®, CKA®

    Indianapolis, IN

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    Zach Gentry

    Zach Gentry, CFP®, CKA®, CPA

    Indianapolis, IN

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    Scott Goldsmith

    Scott Goldsmith, CPA/PFS, CKA®

    Indianapolis, IN

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    Michael Graber

    Michael Graber, CPA/PFS

    Indianapolis, IN

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    Corey S. Harper

    Corey S. Harper, CFP®, CPA

    Indianapolis, IN

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    Layne D. Hoekema

    Layne D. Hoekema, CFP®, CPA/PFS, CWS®

    Indianapolis, IN

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    Jeff Huitsing

    Jeff Huitsing, CFP®, CWS®, CKA®

    Indianapolis, IN

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    Scott Kiesel

    Scott Kiesel, CFP®, CWS®, CKA®

    Indianapolis, IN

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    Aaron Klopfenstein

    Aaron Klopfenstein, CFP®

    Indianapolis, IN

  • See Bio

    Meredith Koski

    Meredith Koski

    Indianapolis, IN

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    Sean Mansell

    Sean Mansell, CFP®, CFA®, CWS®

    Indianapolis, IN

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    Sarah McKaig

    Sarah McKaig, CFP®, CKA®, CSA®

    Indianapolis, IN

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    John D. Miley III

    John D. Miley III, CPA/PFS

    Indianapolis, IN

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    Paul O’Bold

    Paul O’Bold, CFP®, CKA®

    Indianapolis, IN

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    Amanda Phillips

    Amanda Phillips, CFP®, CAP®, CWS®, CKA®

    Indianapolis, IN

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    Scott Pothoven

    Scott Pothoven, CFP®

    Indianapolis, IN

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    Janine L. Zeltwanger

    Janine L. Zeltwanger, CPA/PFS

    Indianapolis, IN