Louis Lazaron, J.D., CFP®

Wealth Management Advisor

My Team

My team is comprised of dedicated professionals who are here to serve you.Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or have a request, please let us know. We will respond promptly.





Kristine L Hess

Kristine L Hess

Associate Wealth Management Advisor
Office 317-288-6352

Kristine assists with client relationships and helps clients manage the planning process and the risk management process.

Kristine graduated from Indiana University with Bachelor of Science degree in Business.  For 8 years, Kristine assisted clients in the banking and mortgage business before joining us in October 2008 as an Associate Representative.


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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.