Our Team

  • Our advisors are highly credentialed professionals with years of formal training and decades of proven experience.
  • Each client service advisor provides exceptional service and maintains a select number of clients.
  • Our advisors have obtained one or more designations in their respective fields of study including: Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) and Certified Investment Management Analyst (CIMA).
  • Each client has a dedicated team of two advisors responsible for the relationship. The team is further supported by the Chief Operating Officer, client service administrator, and other client service representatives in the office.

Brian W. Upchurch JD, CPA  CIMA

President and Managing Director

(317) 663-6500

Brian co-founded Column Capital in 2005 after serving as a Partner and Area Director of Financial Planning for Ernst & Young. He is committed to serving his clients’ financial, tax and investment planning needs.

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Kevin co-founded Column Capital in 2005 after serving as Senior Manager at Ernst & Young, LLP in the Personal Financial Counseling practice. Kevin has practiced fee-only financial planning for high-net-worth individuals for over 20 years.

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Jeff joined Column Capital in 2007 after spending many years as a wealth advisor primarily at a large regional accounting firm. At Column Capital, Jeff serves as an Executive Director as well as the Chief Compliance Officer.

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Justin is a CFP®, CPA, and graduate of Purdue University with a BS in Accounting and Management. He began his career with BKD, LLP in Indianapolis, specializing in tax preparation and financial planning for high net worth individuals.

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Sheri served as a Manager in Ernst & Young’s Personal Financial Services group. Sheri is the Director of Tax Compliance Services for Column and serves on Column’s Management Committee.

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After working on Wall Street for nearly 10 years, Sylvia returned to Chicago to develop the Personal Financial Services (PFS) Practice at Ernst & Young. She served in various leadership roles during her 22 years.

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Brooke joined Column Capital in 2013 after serving as Director of Investments at BMO Private Bank. Brooke is Director of Investment Research at Column Capital and serves on the Investment Management Committee.

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Erich is a CFP®, CKA®, and graduate of Indiana University with a B.A. in Sports Marketing & Management. He began his career with Charles Schwab and joined Column Capital in 2013.

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Dustin is a CFP®, CPA, and graduate of Muskingum College with a BA in Accounting and Business. He specializes in investment advisory, financial planning and tax preparation services for high net worth clients.

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Ryan assisted with forming Column in 2005. He is the Director of Financial Planning Services for Column and has been quoted in several publications including The Wall Street Journal and US News and World Report. 

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Frank W. Tinsley, CMA®, MBA

Executive Director & Chief Operating Officer

(317) 663-6115

Frank joined Column Capital in 2015 as Executive Director and Chief Operating Officer. Frank has extensive knowledge in business formation, operational management, staff training and management,  computer systems design and implementation.

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