Meet the Team

Our Staff - Building trust through service

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

 Michael  Meiners

Michael Meiners, CFP®, JD

President, Investment Advisor Representative

317-882-7675

Maggie Meiners

Maggie Meiners, COO

Minority Owner, COO, Investment Advisor Representative

317-882-7675

Bauer Schmeltz

Bauer Schmeltz, CFP®

Investment Advisor Representative

317-882-7675

Maxwell Bigler

Maxwell Bigler, IAR

Financial Advisor

Lara DeSotel

Lara DeSotel, CCO, PPC®

Minority Owner, CCO, Investment Advisor Representative, PPC

317-882-7675

Maryanne Hall

Maryanne Hall

Executive Assistant to Maggie Meiners, Scheduler & Primary Lead on Planning Team

317-882-7675

Amber McCoy

Amber McCoy

Director of Client Services

317-882-7675

Julie Weinberg

Julie Weinberg

Administrative Assistant

317-882-7675

Kerry Thatcher

Kerry Thatcher

Administrative Assistant

317-882-7675

Jane Gailey

Jane Gailey

Administrative Assistant, North Side Office Manager

317-882-7675

Christian Carleton

Christian Carleton, Intern

Intern at Financial Plans & Strategies

Elizabeth Reed

Elizabeth Reed, Intern

Intern at Financial Plans & Strategies

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.