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Our Retirement Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Our Retirement Team

Christine Zweber Konvolinka

Christine Zweber Konvolinka

President-Pension Consultant, Financial Advisor

(317) 638-3000

(317) 638-4776

Compliance Department

Jermaine Clemons

Jermaine Clemons

Vice President, Securities Division

Jill Dailey

Jill Dailey

Senior Compliance Officer, Compliance Division

Insurance Department

Michael Hutto, CFP®, CRPC®

Michael Hutto, CFP®, CRPC®

Senior Insurance Consultant, Insurance Division

David Shoup

David Shoup

Vice President, Insurance Division

Eric Millican

Eric Millican

Director, Business Development

Joe Brita

Joe Brita

Chief Underwriter, Insurance Division

Operations Department

Kyndra Packard

Kyndra Packard

Vice President, Operations

Annette Miller

Annette Miller

Advisor Services, Operations

Karen Reece

Karen Reece

Contracting & Compensation Analyst, Operations