- Our lead advisors are credentialed professionals with years of formal training and experience.
- Each client service advisor provides exceptional service and maintains a select number of clients.
- Our lead 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 which is 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.
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.
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.
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.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Column Capital is engaged, or continues to be engaged, to provide investment advisory services.