Staff

Deedra Lewis, FPQP®

Deedra joins us from Lafayette, IN.  She graduated from IUPUI in May of 2021 and works with Justin Brammer.  She enjoys cooking and hanging out with her friends.  Her favorite sports teams are the 49ers and the Purdue Boilermakers.  She also spends her Sundays watching F1 races.

Cathy Berghoff, FPQP®

As Business Administrator, Cathy is a Certified Financial Paraplanner Qualified Professional (FPQP™) with extensive experience in management, event planning, training and instruction. She has a degree in Journalism from Ball State University/Indiana State University.

Cathy and her husband, Patrick, have been married for 30 years and have raised three children. Her personal passion is the safety of children. As co-founder of a child advocacy center and trained child forensic interviewer, she has served as a body safety educator and child advocate.

Cindy Zint

Meet Cindy

Throughout my career, I have always put the client first and valued my customers. The mission is to listen, understand, and provide each person with the unique set of services they not only need but deserve.

We empathize with our client’s busy schedules and the stress that comes with trying to plan for our financial future. We are here to ease those worries with personalized services that are crafted to help our clients maximize their financial potential. Ultimately, the goal is simple. We want our clients to live their best lives, and we truly believe that their success is our success too.