20 CFP® Professionals, 2 CFA® Charterholders, and 4 Certified Public Accountants
Please click an advisor’s picture, (read more) link or education icon to learn more about each individual.
| Credentials | Education |
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Ted Christofolis Ted has over 30 years of experience, and has a specialized interest in the area of individual income taxation. Ted has written over 400 comprehensive personal financial plans, and works extensively with Physicians, Executives and Retirees. (read more) |
CFP®, CPA |  |
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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® |  |
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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® |  |
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Robert J. Edwards Rob earned his CFA charter in 2005 and joined Valeo in 2008. He works with high net worth individuals, retirement plans, foundations and endowments… (read more) |
CFA® |  |
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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® | |
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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® |  |
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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) |
CFP® |  ,  |
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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* | |
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Melissa M. Hale After 6 years of providing 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, and charitable gifting. (read more) |
CFP® | |
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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) |
CFP® | |
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Daniel T. Houchens Daniel joined Valeo to enhance his ability to offer comprehensive financial planning services and operate with full transparency to clients. He became a Certified Financial Planner (CFP®) practioner in June of 2012 (read more) |
CFP® | |
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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) |
CFP® | |
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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® | |
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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 | |
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Brian C. Rosswurm Brian graduated from the Krannert School of Management at Purdue University with a degree in economics, and joined Valeo in 2012 to enhance his ability to offer comprehensive, transparent financial advice (read more) |
CFP® |  |
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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® |  |
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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® | |
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John C. Trott In 2002 John co-founded Valeo along with Rick Evans and John Wortman, and has played an integral role in developing the firm into one of largest fee-only financial advisory firms in the Midwest.(read more) |
CFP® | |
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Christopher G. Turean Chris is a member of the Financial Planning Association and has extensive experience working with small business owners in the areas of cash flow and tax planning, pension design, and investment management.(read more) |
CFP® |  |
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John T. Wortman John has spent his entire career as a financial advisor, and co-founded Valeo in 2002. Over the years, John has formulated and tested numerous investment models and theories, taught financial planning (read more) |
CFP® |  |
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J.P. Wyand J.P.’s clientele consists of high income / high net worth physicians, executives, business owners, retirees and divorcees. He has specialized knowledge in divorce planning and special needs planning (read more) |
CFP® | |