Our Team

Team OverviewBrian W. Upchurch, JD, CPA, CIMAJustin P. Kassanits, CFP®, CPASheri L. Kendall, CFP®, CPASylvia J. Pozarnsky, MBABrooke A. Snyder, CFAKevin D. Sweet, CFP®, CIMARyan Thomas, CFP®, CPAFrank W. Tinsley, CMA®, MBAJeffrey J. Yu, CFP®, CPA

Team Overview

  • 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 representatives, and other client service representatives in the office.
brian

BRIAN W. UPCHURCH

JD, CPA, CIMA
President
and Managing Director

Education Ball State University
Indiana University School of Law
Degree B.S. Accounting, with honors
Doctor of Jurisprudence
Certification Certified Public Accountant
Certified Investment Management Analyst
Series 65
Industry Experience Since 1987
1987-2005 – Ernst & Young – Partner and Area Director of Financial Planning
Ernst & Young Investment Advisors – Board of Directors
Column Experience Co-founder – Since 2005
Hometown Muncie, Indiana
Resides Fishers, Indiana
Activities Indianapolis Zoo – Planned Giving Committee and Advisory Council
Ball State University – Philanthropic Advisory Council
Stanley K. Lacy Leadership Alumni Association
Memberships Investment Management Consultants Association AICPA and Indiana CPA Society
Indiana Bar Association (past member)
Hawthorns Golf & Country Club
West Bay Beach and Golf Club – Estero, FL
Brian co-founded Column Capital in 2005 after serving as a Partner and Area Director of Financial Planning for Ernst & Young. He is primarily focused on the continued success of the firm and its clientele. He is equally committed to serving his clients’ financial, tax and investment planning needs.Brian and his wife Amy reside in the Geist area and have three children. He is an avid golfer and tennis player. He and his family attend Waterline Church in Noblesville, Indiana.

Team Member3

JUSTIN P. KASSANITS

CFP®,CPA
Executive Director

Education Purdue University
Degree B.S. Accounting
Certification Certified Public Accountant
Certified Financial Planner™ Professional
Series 65
Industry Experience Since 2005
BKD, LLP – Tax Supervisor (6 years)
Column Experience Executive Director – Since 2011
Hometown Valparaiso, Indiana
Resides Westfield, Indiana
Memberships AICPA
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. Justin joined Column Capital in 2011 and serves on the firm’s Management Committee and Investment Committee.Justin resides in Westfield with his wife Lana.

sheri

SHERI L. KENDALL

CFP®, CPA
Executive Director

Education Ball State University
College for Financial Planning’s CFP® Educational Program
Degree B.S. Accounting
Certification Certified Public Accountant
Certified Financial Planner™ Professional
Series 65
Industry Experience Since 1995
1995-1998 – Swartz, Retson & Co.
1998-2005 – Ernst & Young
Column Experience Executive Director – Since 2005
Hometown Crown Point, Indiana
Resides Indianapolis, Indiana
Activities Easterseals Crossroads – Board of Directors and Finance Committee Chair
Memberships AICPA and FPA
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. Sheri is a member of St. Simon Catholic Church, volunteers her time at The Humane Society and St. Vincent DePaul and is actively involved with her daughter’s school and sports activities.

sylvia

SYLVIA J. POZARNSKY

MBA
Executive Director

Education University Iowa
University of Chicago
New York University
Degree B.M. with Honors
Master of Arts
M.B.A. in Finance
Certification Series 65
Industry Experience Since 1977
E.F. Hutton – Vice President, Personal Financial Planning Division, NYC (10 years)
Ernst & Young – Partner (22 years)
– Midwest Director of Personal Financial Services (11 years)
– National Director of Personal Financial Services (5 years)
– Co-Chair, Global Personal Tax Services Network (3 years)
– Chair, Advisory Board, Ernst & Young Investment Advisors (10 years)
Column Experience Executive Director since 2008
Hometown Mobridge, South Dakota
Resides Chicago, Illinois and Tucson, Arizona
Activities The Chicago Center for Music Education – Emeritus Board member
Steppenwolf Theatre Company – Directors Circle and former Board member
The Chicago Network – Member
Memberships Personal Financial Planning Association (FPA)
Private Wealth Advisors Study Group (PWASG)
Ventana Canyon Golf & Racquet Club, Tucson, Arizona
Literary & Prologue Society of the Southwest, Tucson, Arizona
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 with EY, and was instrumental in expanding the services provided by the PFS practice, including Investment Advisory Services. Sylvia joined Column Capital when she retired from Ernst & Young, and she continues to provide tax, financial and investment planning services to individuals, with a focus on corporate executives, affluent families and retirees. Sylvia and her husband Tom Riley reside in Chicago and spend part of the year in Tucson, Arizona. Sylvia enjoys travel, golf, reading, music, theater, art, wine, cooking, and entertaining.

BROOKE A. SNYDER

CFA
Executive Director

Education Indiana University-Bloomington
Degree B.S. Business Management
Certification Chartered Financial Analyst (CFA), Series 65
Industry Experience Since 1995
BMO Private Bank- Director of Investments (4 years)
Indiana Public Employees’ Retirement Fund- Director of Public Equities (3 years)
First Merchants Trust Company-Senior Investment Officer (1 year)
Old National Trust Company-Investment Officer (4 years)
Charles Schwab-Investment Specialist (6 years)
Column Experience Since 2013
Hometown Frankfort, Indiana
Resides Noblesville, Indiana
Activities Active Member at Saint Maria Goretti
Memberships CFA Institute
CFA Society of Indianapolis
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. He dedicates most of his time to serving his clients’ financial, tax and investment planning needs. Brooke and his wife, Kara, reside in the Hamilton County area and have three children. He is an avid golfer and enjoys coaching sports. He and his family attend Saint Maria Goretti Church in Westfield, Indiana.
Kevin D Sweet

KEVIN D. SWEET

CFP®, CIMA
Executive Director

Education Purdue University
Degree B.S. Personal Financial Counseling
B.S. Consumer Affairs
Certification Certified Financial Planner™ Professional
Certified Investment Management Analyst
Series 65
Industry Experience Since 1995
1995 – 1997 G.L. Pittsford & Associates
1997 – 2005 Ernst & Young
Column Experience Executive Director and Co-founder – Since 2005
Hometown Flint, Michigan
Resides Indianapolis, Indiana
Activities Indianapolis Children’s Museum – Planned Giving Council
Memberships Investment Management Consultants Association
Financial Planning Association (FPA) of Greater Indiana
Kevin co-founded Column Capital in 2005 after serving as Senior Manager at Ernst & Young, LLP in the Personal Financial Counseling practice. He served on the Investment Advisory Committee for Ernst & Young’s national investment practice. In addition to serving clients, Kevin is the Chief Investment Officer and oversees operations for Column Capital. Kevin has practiced fee-only financial planning for high-net-worth individuals for over 20 years. His experience is very broad, ranging from cash flow planning through complex estate planning solutions and sophisticated investment consulting. He delights in seeing his clients’ wealth grow through the implementation of their financial plans including low cost, tax-efficient portfolio design. Kevin and his wife Janet reside in the Indianapolis area and have three young boys. Kevin is an avid reader and enjoys exercise when time permits.

RYAN THOMAS

CFP®,CPA
Executive Director

Education Muskingum University
College for Financial Planning’s CFP® Educational Program
Degree B.A. Accounting, Business & Economics – Summa Cum Laude
Certification Certified Public Accountant
Certified Financial Planner™ Professional
Series 65
Industry Experience Since 1999
1999-2001 – Arthur Andersen
2001-2005 – Ernst & Young
Column Experience Executive Director – Since 2005
Hometown Lucasville, Ohio
Resides Carmel, Indiana
Memberships AICPA
National Association of Personal Financial Advisors (NAPFA)
Indianapolis Estate Planning Council – (Board Member)
Financial Planning Association (FPA) of Greater Indiana.
Ryan assisted with the formation of Column in 2005 after serving within Ernst & Young’s Personal Financial Services group. Ryan 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.  Ryan also serves on Column’s Management Committee and Investment Management Committee.  Ryan resides in Carmel and loves to travel, read, and exercise in his free time.

FRANK W. TINSLEY

CMA®,MBA
Executive Director & Chief Operating Officer

Education Miller School of Business, Ball State University, Muncie, IN
Indiana Wesleyan University, Marion, IN
Degree B.S. Accounting
Master in Business Administration
Certification Certified Public Accountant
Indiana Licensed Real Estate Broker
Column Experience Executive Director and Chief Operating Officer- Since 2015
Hometown Indianapolis, Indiana
Resides Indianapolis, Indiana
Activities Habitat for Humanity
Fishers United Methodist Church – Various
Memberships Institute of Management Accountants
National Association of Realtors
Indiana Chapter of the IMA
Frank joined Column Capital in 2015 as Executive Director and Chief Operating Officer after spending over 28 years in the commercial real estate industry. Frank’s operational and financial experience as Chief Financial Officer of one of Indianapolis’s premier commercial real estate companies provides the knowledge needed to oversee the efficient daily operations of Column Capital to ensure we serve our clients in the most effective way possible. Frank has extensive knowledge in business formation, operational management, staff training and management and computer systems design and implementation. Frank and his wife Brenda reside in Indianapolis and enjoy spending time with their four adult children and grandchild. Frank loves to travel and especially enjoys hiking and other outdoor activities all over the country.

JEFFREY J. YU

CFP®, CPA
Executive Director

Education Kelley School of Business, Indiana University, Bloomington, IN
Degree B.A. Accounting
Certification Certified Public Accountant
Certified Financial Planner™ Professional
Series 65
Industry Experience Since 1985
Column Experience Executive Director and Chief Compliance Officer – Since 2007
Hometown Indianapolis, Indiana
Resides Indianapolis, Indiana
Activities Lawrence Township School Foundation (Past Board President)
Planned Giving Committee Chair,
Investment Committee Member
Lawrence Township Boys Basketball League (Board President)
Central Indiana Community Foundation Professional Advisors Leadership Council (Past Chairman)
Indiana University School of Medicine Planned Giving Committee Member
St. Vincent Hospital Foundation Planned Giving Committee Member
Castleton Sertoma Club Member
Memberships American Institute of Certified Public Accountants (AICPA)
Indiana CPA Society
Financial Planning Association (FPA) of Greater Indiana (Past Board Member)
Jeff joined Column Capital as an Executive Director 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. He spends a large portion of his time serving his clients’ financial, tax and investment planning needs. Jeff and his wife, Mei Ling, reside in the Geist area and have four children. He is an avid tennis player and also enjoys volunteering in the community. Jeff and his family are members of Geist Christian Church.