Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Schillaci_ Johns_ Wenstrup_ and Associates - Team Photo

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

books

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James Schillaci

    James Schillaci

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • 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
    Well known in the industry and highly respected by clients, Jim began his financial services career in 1991 and joined UBS in 2017. He is a Senior Vice President , who in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, UBS or approved third- party investment managers’ strategies, funds or portfolios. For over 25 years, he has helped families build financial legacies through customized investment strategies which match their risk tolerance.

    Educational Background
    A Texas native, Jim graduated from Sam Houston State University with a B.B.A. degree in Economics in 1989. In addition, he has completed the multiyear Security Industry Institute program at the Wharton School, University of Pennsylvania.

    Family Life
    Jim lives in Zionsville with his wife of 25 years, Adalyn. They are experiencing “empty nesting” for the first time this year as their four children are attending college or beginning their careers across the United States.

    Outside Involvement
    Jim serves several non-profit organizations in a consulting role. He draws on his experience as a former President of the Boone County 4-H Council, former President of the Boone County 4-H Fair, and former Board Member of the Zionsville Education Foundation, Boone County 4-H Council, and Indiana Sports Corporation Presidents’ Advisory Council.

    Hobbies
    He strives to break a sweat at least once a day; Enjoys discovering new restaurants; and cherishes traveling and spending time with his family.

    • 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
      8801 River Crossing Blvd
      4th Floor
      Indianapolis, IN 46240
      james.schillaci@ubs.com
      James Schillaci
      8801 River Crossing Blvd,Indianapolis,IN,46240
    • Kevin Johns

      Kevin Johns

      Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • 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
      As a *CFP® professional, Kevin has enjoyed advising, educating, and being a financial confidant to his clients for the last 20 years. He works hard to create and execute detailed wealth management strategies for his clients.

      Certifications
      *CERTIFIED FINANCIAL PLANNER™

      Educational Background
      A Pittsburgh native, Kevin earned his Bachelor of Arts degree from Allegheny College. However, 20 years of experience has taught him more than anything learned in the classroom.

      Family Life
      The son of a bus driver from a blue collar town, Kevin is smart, honest, and hard-working. He has three amazing children and a wife cut from the same cloth... "My own little breakfast club." Erin is Kevin's kind-hearted better half. Luke is his "Big Bang Theory meets Rudy," a great teammate whose thirst for knowledge is unquenchable. Jake has "it." If you spend time with him, you will know what "it" is, for he is a loyal friend who always works hard behind the scenes. Last but not least, the life of the party, MJ is a fierce competitor who makes fast friends with everyone.

      Outside Involvement
      Kevin loves coaching youth sports and actively volunteering in his community. 

      Hobbies
      In his spare time, Kevin is spending time with his family.

      Words to Live By
      "Truth Sells...I believe everyone should have a financial advisor who tells them the truth!"
      "Be a life-long learner…I owe it to my clients to stay on the cutting edge of the industry."

        • Allegheny College, Bachelor of Arts degree
        • CERTIFIED FINANCIAL PLANNER®
        8801 River Crossing Blvd
        4th Floor
        Indianapolis, IN 46240
        kevin.johns@ubs.com
        Kevin Johns
        8801 River Crossing Blvd,Indianapolis,IN,46240
      • Sarah Morgan

        Sarah Morgan

        Senior Registered Client Associate

        • image
        • image
        • 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
            8801 River Crossing Blvd
            4th Floor
            Indianapolis, IN 46240
            sarah.morgan@ubs.com
            Sarah Morgan
            8801 River Crossing Blvd,Indianapolis,IN,46240
          • Elizabeth May

            Elizabeth May

            Client Associate

            • image
            • image

              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.

                    8801 River Crossing Blvd
                    4th Floor
                    Indianapolis, IN 46240
                    elizabeth.may@ubs.com
                    Elizabeth May
                    8801 River Crossing Blvd,Indianapolis,IN,46240

                  House View Monthly

                  Business Owner in entryway

                  Advice for business owners & entrepreneurs

                  Fausto

                  Tariffs, volatility and your portfolio

                  Are you ready?

                  In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                  We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $6 trn

                  UBS Group invested assets
                  As of 12/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

                  Insights

                  This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                  Go to privacy settings