- Resides Education Certification
- Geoff Beck Indiana Butler University CFP® See Bio
- James Brashaber Indiana DePauw University CFP See Bio
- Andrew Brown Michigan Eastern Michigan University CFP See Bio
- Lauren Brown Indiana Indiana University CFP See Bio
- Ted Christofolis Indiana Ball State University CFP, CPA See Bio
- Mike Daniel Indiana Depauw University See Bio
- Chintan Desai Indiana University of Cincinnati CFP, JD See Bio
- Audra Dial Mississippi Indiana State University CFP See Bio
- Alex Dicke Indiana Butler University CFP See Bio
- Noah Dock Indiana Tufts University See Bio
- Kevin Draudt Virginia Virginia Tech CFP See Bio
- Rob Edwards Indiana Indiana State University CFA 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 Minnesota University of Minnesota CFP See Bio
- Nick Fohrer Indiana Indiana University CFP See Bio
- Greg Fulk Indiana USAF, George Washington University CFP See Bio
- Josh Gilbert Indiana Indiana University CFP See Bio
- David Gilliland Indiana Miami University CFP See Bio
- Timothy Ginn Indiana Indiana University CFP, CPA See Bio
- Dana Green Indiana Albertus Magnus College See Bio
- Melissa Hale Indiana Indiana University CFP See Bio
- David Hecht Indiana Indiana University CFP, CPA 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
- Matt Jarvis Indiana Butler University CFP, CPA See Bio
- Greg Jordan Colorado Indiana University CFP See Bio
- Will Kinder Indiana Butler University CFP See Bio
- Charlotte Lippert Indiana Ball State University CFA See Bio
- Will Logan Indiana Wabash College, IUPUI CFP See Bio
- Kevin Lunte Indiana Indiana University CFA See Bio
- Parker Maxwell Colorado Oklahoma State University CFP See Bio
- Kristine Merta Minnesota Arizona State University JD LL.M See Bio
- Zach Meyer Indiana Purdue University CFP See Bio
- Chris Mickel Indiana Ball State University, Butler University CFP See Bio
- Fernando Ortiz Michigan University of Michigan CFP, AAMS See Bio
- Justin Padgett Indiana Indiana University CFP See Bio
- David Page Indiana Purdue University CFP See Bio
- Aman Patel Rutgers University, Carnegie Mellon University CFA See Bio
- Michael Phillips Indiana University of Indianapolis CFP See Bio
- Matthew Presley Indiana Butler University CFP See Bio
- Chad Reed Indiana Ball State University, Butler University CFP, CPA See Bio
- Kyle Riddle Indiana Radford University, George Mason University CFP, CEBS See Bio
- Brian Rosswurm Indiana Purdue University CFP See Bio
- Kristen Rueth Allen Indiana Purdue University CFP, CDFA See Bio
- Mac Schilling Indiana Indiana University See Bio
- Ric Seaver Indiana University of Evansville 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
- Andrew Tellitocci Indiana Purdue University CFP See Bio
- John Trott Indiana Purdue University CFP See Bio
- Chris Turean Indiana Baylor University CFP See Bio
- Dustin Thomas Indiana Muskingum University CFP, CPA See Bio
- PJ Wallin Virginia University of North Carolina CFP, CPA, CFS See Bio
- Jackson Wegner Indiana Indiana University CFP See Bio
- Brent Williams Indiana University of Southern Indiana CFP See Bio
- Matt Williams Virginia Virginia Tech CFP See Bio
- John Wortman Indiana Indiana University CFP See Bio
- Brian Wright Indiana Indiana State University, Anderson University CFP See Bio
- Kara Wright Indiana Indiana University, Butler University CFP See Bio
- J.P. Wyand Indiana Indiana University, Butler University CFP, CDFA, CLU See Bio
- Shannon Zengler Indiana Stephens College SHRM-CP 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.