Experience. Advice. Collaboration.

• AL
• AZ
• CA
• CO
• DC
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• MI
• MN
• MO
• MT
• NC
• NM
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• WA
• WI

Financial Experience  

Since 1991, Jim has helped multi-generational families build financial legacies through customized investment strategies matched to their risk tolerance. Well known in the industry and highly respected by clients and peers, Jim has assisted families make both simple and complex financial decisions.  For over 34 years, Jim takes pride in advocating for his clients and delivering unbiased solutions across the entire financial spectrum. 

• Financial Advisor, Hilliard Lyons (17 years)  
• Financial Advisor, Merrill Lynch (9 years)  
• Financial Advisor, UBS Financial Services (7+ years) 

Education and Credentials    

• B.B.A in Economics, Sam Houston State University 
• Security Industry Institute Program: Wharton School, University of Pennsylvania 
• Series 7, 63, and 65 securities licenses  

Outside the Office  

Jim resides in Zionsville, Indiana with his wife of 33+ years, Adalyn. Since his clients are dispersed across the country, he has offices in both Indianapolis, IN and Scottsdale, AZ. Jim and Adalyn have four adult children who have settled outside of Indiana growing their careers and beginning their families. During his spare time, Jim enjoys the time he gets to spend with his family, traveling, engaging in outdoor activities, and consulting several non-profit organizations.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Sam Houston State University, B.B.A. degree in Economics: 1989

• AL
• AZ
• CA
• CO
• DC
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• MI
• MN
• MO
• MT
• NC
• NM
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• WA
• WI

Financial Experience   

Kevin is a 25+ year veteran in the financial services industry. Kevin emphasizes the importance of Liquidity, Longevity, and Legacy in his planning with clients and their families. For each client relationship, he takes the time to understand all you want to accomplish and then crafts a flexible plan aligned with where you are and where you want to go, including a retirement on your terms.   

• Financial Advisor, Hilliard Lyons (10 years)  
• Financial Advisor, Merrill Lynch (9 years)  
• Financial Advisor, UBS Financial Services (7+ years)   

 
Education and Credentials

• B.A., Allegheny College  
• Series 7, 63, and 65 securities licenses   
• CERTIFIED FINANCIAL PLANNER® since 2009   
  • Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
     

Outside the Office  

Kevin lives in Noblesville, Indiana with his wife Erin. They have three college-aged children currently attending Butler University, Purdue University, and the University of Cincinnati. In his free time, Kevin enjoys giving back to his community, supporting friends and time with family.   

• Allegheny College, Bachelor of Arts degree

• CERTIFIED FINANCIAL PLANNER®

• CA
• FL
• IN
• KY
• MA
• OH
• SC
• TX

Financial Experience
Sarah began her financial career back in 1991 in Chicago with Paine Webber/UBS trading commodities and futures on the trading floor at the Chicago Board of Trade. After moving to Indiana in 2011, she joined  the Schillaci Group. Her wide variety of experience provides her a unique insight into clients' financial needs.

Educational Background
Sarah graduated from Purdue University in 1991, then started as an intern in US Treasury Futures at the Chicago Board of Trade.

Family Life
Sarah and her husband Don live in Fishers and have three almost grown children.

Hobbies
Sarah and Don spend their free time traveling, playing golf, and hosting gatherings for their friends and family.

• Purdue University: 1991

Elizabeth brings a personal devotion to meeting clients' needs with responsible and responsive attention that has become a hallmark of service among the firm's advisory groups. Handling client inquiries, transactions and account administration, Elizabeth feels especially fulfilled in serving multiple generations of clients. A lifelong resident of Noblesville, Elizabeth shares her passion for animals with her daughter, and together they own five dogs they have rescued. To "relax," Elizabeth runs and cycles on local trails virtually every day.