Experience

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.

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."

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.

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.