Please click an advisor’s picture, (read more) link or education icon to learn more about each individual

Credentials Education
Melissa M. Buchert
After 6 years of providing her clients with financial advice as personal banker, Melissa joined Valeo Financial Advisors in 2012. She enjoys working with clients on their financial goals including budgeting, retirement planning, charitable gifting, and much more. (read more)		 CFP®
Aaron S. Coates
An active contributor to the profession, Aaron founded FPA NexGen to support new financial planning professionals, which earned him recognition as one of the 5 most influential in the profession (read more)		 CFP®, CIMA®
Celeste W. Collier
Celeste’s career initially focused to guiding executives, physicians and business owners through the wealth management process at two large regional banks.
(read more)		 CFP®
Paul A. Donahue
In addition to the CFP®, Paul also holds the Accredited Investment Fiduciary® designation. Paul began his career in the pension and charitable trust industries. Prior to joining Valeo, Paul was a financial advisor for six years (read more)		 CFP®, AIF®
Robert J. Edwards
Rob joined Valeo in 2008 and currently serves as the Chair of Valeo’s Investment Committee. Rob earned his CFA charter in 2005 and served as a board member of
(read more)		 CFA®
Kyle W. Erb
Kyle graduated from Indiana University with a BS in Entrepreneurship and Management.  He joined Valeo in 2007 and became a Certified Financial Planner (CFP®) practitioner in February 2009…(read more)		 CFP®
P. Richard Evans
Since co-founding Valeo in 2002, Rick has developed a successful practice of working with both family and institutional clients. In addition to his client responsibilities Rick serves on Valeo’s Investment Committee, Valeo’s Management Committee (read more)		 CFP®
Gregory A. Fulk, Chief Operating Officer
Greg is responsible for providing the company with the systems, processes, and tools necessary to provide comprehensive Financial Advice and Planning Services.  Greg also serves as Chief Compliance Officer.  (read more)		 ,
Timothy A. Ginn
Tim has provided comprehensive financial planning and investment planning advice to executives physicians, affluent families and closely-held business owners since 1995 (read more)		 CFP®, CPA*
Bradley V. Harrold
Brad graduated with a degree in Marketing from Indiana University’s Kelley School of Business. For the first eight years of his career, Brad built his own financial advisory business (read more)
Michael K. Henderson
With a desire to provide more comprehensive and objective advice to affluent individuals and families Mike joined Valeo in May of 2011. Prior to joining Valeo, Mike was developing life insurance, estate planning and executive benefit strategies(read more)
Matthew D. Jarvis
Matt is a graduate of Butler University with a B.S. in Accounting. Prior to joining Valeo in late 2006, he spent five years completing various tax planning and preparation engagements for corporations (read more)		 CFP®, CPA
P. Chris Mickel
Building upon his analyst experience, Chris earned a M.B.A. from Butler University in Indianapolis. He is a member of Valeo’s Investment and Financial Planning Committees (read more)		 MBA, CFP®
Justin M. Padgett
Justin is a member of the Estate Planning Council of Indianapolis. His clientele primarily consists of entrepreneurial closely-held business owners.  Prior to joining Valeo, Justin provided (read more)		 CFP®
Chad D. Reed
As both a CPA and CFP®, Chad is active in the Indiana CPA Society and the Young Professionals of Central Indiana. He is also involved in the American Institute of Certified Public Accountants (read more)		 CFP®, CPA
Richard D. Seaver
He began his financial advisory career as a stockbroker with Prudential Securities, Inc. In 1999 he broadened his focus to “fee-only” comprehensive financial planning by obtaining the CFP designation and joining(read more)		 CFP®
David W. Stelsel III, Investment Analyst
David, a CFA charterholder, chairs Valeo’s Investment Committee. He graduated from Butler University with a B.S. in Finance and minor in History. Prior to joining Valeo as an investment analyst he provided investment analysis for securities litigation.(read more)		 CFA®
John C. Trott
In 2002 John co-founded Valeo along with Rick Evans and John Wortman. John has developed his practice by primarily working with successful executives, physicians, and retirees. (read more)		 CFP®
John T. Wortman
John has spent his entire career as a financial advisor. After graduating from Indiana University with a BS in Finance and a minor in Economics, John became a financial advisor (read more)		 CFP®