- Resides Education Certification
- Danielle Ambrose Indiana University of Illinois at Urbana-Champaign, University of Chicago MBA See Bio
- Audra Ames Indiana Indiana State University CFP See Bio
- Emeliano Ameye Indiana Michigan State University CFP See Bio
- Nick Anderson Indiana Indiana University-Purdue University Indianapolis CFP See Bio
- Sandy Arles Indiana Indiana University-Purdue University Indianapolis See Bio
- Sarah Arthur Indiana Purdue University CFP, CEPA, RICP See Bio
- Tom Askey Indiana Indiana University CFA See Bio
- Daniela Aviles Indiana Butler University CFP See Bio
- Geoff Beck Illinois Butler University CFP See Bio
- Josh Bowers Virginia Virginia Tech CFP See Bio
- James Brashaber Indiana DePauw University CFP See Bio
- Cara Brasor Indiana Fordham University CFP See Bio
- Dylan Brooks Indiana University of Evansville CFP See Bio
- Andrew Brown Michigan Eastern Michigan University CFP See Bio
- Hank Brown Indiana Indiana University CFA See Bio
- Lauren Brown Indiana Indiana University CFP See Bio
- Garrett Chmiola Illinois Western Carolina University CFP See Bio
- Ted Christofolis Indiana Ball State University CFP, CPA (Inactive) See Bio
- Regan Clark Indiana Xavier University CFP See Bio
- Joshuah Decker Indiana Indiana State University See Bio
- Haley Deenik Indiana Western Kentucky University See Bio
- Chintan Desai Ohio University of Cincinnati CFP, JD See Bio
- Noah Dock Indiana Tufts University MBA See Bio
- Kelly Duke Indiana See Bio
- Rob Edwards Indiana Indiana State University CFA, MBA See Bio
- Kyle Erb Indiana Indiana University CFP See Bio
- Rick Evans Indiana The Ohio State University CFP See Bio
- Lindsey Fairchild Indiana University of Louisville CFP See Bio
- Shelby Ferstl Colorado University of Minnesota CFP See Bio
- Nick Fohrer Indiana Indiana University CFP See Bio
- Nick Frey Indiana Xavier University CFP See Bio
- David Gilliland Indiana Miami University, Indiana University CFP, CFA See Bio
- Cody Gutwein Indiana Purdue University CFP See Bio
- Ali Hakim Indiana Wabash College CFP See Bio
- Melissa Hale Indiana Indiana University CFP See Bio
- Bobby Hartnett Indiana Columbia University CFA See Bio
- David Hecht Indiana Indiana University CFP See Bio
- Noah Heim Indiana Indiana State University CFP See Bio
- Greg Heinle Indiana Purdue University See Bio
- Tyler Hockett Indiana Indiana University CFP See Bio
- Daniel Houchens Indiana Indiana University CFP See Bio
- Mason Hughes Indiana Indiana University CFP See Bio
- Sam Issermoyer Colorado Campbell University CFP, CFA See Bio
- Johnny Jager Indiana Indiana University CFP See Bio
- Matt Jarvis Indiana Butler University CFP, CPA See Bio
- Greg Jordan Indiana Indiana University CFP See Bio
- Matt Keller Indiana University of Evansville CFP, CPA See Bio
- Nathan Kilpatrick Indiana Southern New Hampshire University CFP See Bio
- Will Kinder Indiana Butler University CFP See Bio
- Jake Kleimola Colorado Indiana University CFP See Bio
- Heath Lange Ohio University of Indianapolis CFP See Bio
- Charlotte Lippert Indiana Ball State University CFA See Bio
- Will Logan Indiana Wabash College, IUPUI CFP See Bio
- Hayden Ludwig Ohio The Ohio State University CFP See Bio
- Blake Luker Indiana University of Indianapolis MSM See Bio
- Kevin Lunte Indiana Indiana University CFA See Bio
- Amanda Martinez Indiana Indiana University See Bio
- Parker Maxwell Colorado Oklahoma State University CFP See Bio
- Logan Mears Indiana Indiana University-Purdue University Indianapolis CFP See Bio
- Melissa Mellinger Indiana Indiana University See Bio
- Kristine Merta Florida Arizona State University JD LL.M See Bio
- Easton Meyer Indiana University of Indianapolis CFP See Bio
- Zach Meyer Indiana Purdue University CFP See Bio
- Drew Michael Indiana Butler University CFP See Bio
- Chris Mickel Indiana Ball State University, Butler University CFP, MBA See Bio
- Ben Mossoney Indiana Wabash College CFP See Bio
- Kacie Nelson Indiana Indiana University-Purdue University Indianapolis See Bio
- Kelly Newman Indiana Indiana University-Purdue University Indianapolis See Bio
- Chas Ney Indiana University of Dayton CFP, CPA, MBA See Bio
- Teia Nidey Indiana Purdue University See Bio
- Davis Odom Indiana Ball State University CFP See Bio
- Fernando Ortiz Colorado University of Michigan CFP, AAMS See Bio
- Justin Padgett Indiana Indiana University CFP See Bio
- David Page Indiana Purdue University CFP See Bio
- Scott Penola Indiana Hillsdale College CFP See Bio
- Michael Phillips Indiana University of Indianapolis CFP, MBA See Bio
- Ashton Pocta Virginia Virginia Tech CFP See Bio
- Matthew Presley Indiana Butler University CFP See Bio
- Ryan Price Indiana Butler University CFP See Bio
- Chad Reed Indiana Ball State University CFP, CPA See Bio
- Kyle Riddle Indiana Radford University, George Mason University CFP, CEBS See Bio
- Mishelle Riddle Indiana Indiana University-Purdue University Indianapolis See Bio
- Colton Romine Indiana Indiana State University CFP See Bio
- Brian Rosswurm Indiana Purdue University CFP See Bio
- Jennifer Royer Indiana Indiana Univeristy See Bio
- Kristen Rueth Allen Indiana Purdue University CFP, CDFA See Bio
- Paige Sanfelippo Indiana DePauw University CFP See Bio
- Mac Schilling Indiana Indiana University JD, MBA See Bio
- Brad Schueler Ohio University of Kentucky CFP See Bio
- Ric Seaver Indiana University of Evansville CFP See Bio
- Troy Shiley Indiana Indiana University See Bio
- Chris Siegl Indiana Purdue University CFP See Bio
- Connor Skelly Indiana Indiana University, Case Western Reserve University JD See Bio
- Jacob Smith Indiana University of Alabama CFP See Bio
- Katie Smith Indiana University of Illinois at Urbana-Champaign CFP See Bio
- Brian Spead Colorado Grove City College CFP See Bio
- Erich Stout Indiana Indiana University CFP See Bio
- Will Syrus Indiana Hillsdale College CFP See Bio
- Andrew Tellitocci Indiana Purdue University CFP See Bio
- Madison Theile Indiana Butler University CFP See Bio
- Dustin Thomas Indiana Muskingum University CFP, CPA See Bio
- John Trott Indiana Purdue University CFP See Bio
- Jacob Valdick Indiana Butler University CFP See Bio
- Danielle Van Buren Indiana Purdue University CFP See Bio
- Jamie Vladuchick Indiana Purdue University CFA See Bio
- Daniel Wacker Indiana Indiana University CFA See Bio
- PJ Wallin Virginia University of North Carolina CFP, CPA/PFS See Bio
- Shelby Weicht Florida Hanover College See Bio
- Brent Williams Indiana University of Southern Indiana CFP See Bio
- Matt Williams Virginia Virginia Tech CFP See Bio
- Laura Wilson Indiana Butler University CFP See Bio
- Jacob Woodward Indiana Wabash College CFP See Bio
- John Wortman Indiana Indiana University CFP See Bio
- Kara Wright Indiana Indiana University, Butler University CFP, MBA See Bio
- Jacob Zeiher Indiana The Ohio State University CFP See Bio
Team Valeo
We founded Valeo to change the way clients consume, and advisors deliver, financial advice by:
- Developing a single transparent fee schedule to eliminate as many conflicts of interest as possible.
- Limiting the number of clients each advisor works with to improve the client experience.
- Providing a comprehensive advisory service to all clients at all times, rather than investment advice with planning from time to time.
- Designing a well-defined career path for young advisors interested in becoming financial professionals instead of product salespeople.
*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 Valeo is engaged, or continues to be engaged, to provide investment advisory services.