WELCOME TO COLUMN CAPITAL!
Main Line: (317) 663-6500
YOUR COLUMN CAPITAL TEAM
Each client relationship is supported by a dedicated client service team. All of your team members are assigned to your relationship to ensure the highest quality client service, including proactive follow up and prompt responses to any questions or requests.
- The Lead Advisor is responsible for the final review and delivery of all services as well as the management of your client relationship. The lead advisor will also provide technical advice with regard to investments, financial planning and tax planning services.
- The Support Advisor is responsible for preparation of meeting materials, follow up on meeting action items and assisting with client requests.
- The Client Services Administrator is responsible for scheduling meetings, coordinating correspondence and providing assistance with investment administration.
How We Work
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.