Get to know our team

Having a responsive and qualified team is essential to serving our clients in an effective manner. 

Photo of Growth and Development Director Austin Robert Schneider

Austin Robert Schneider

ChFC®, CLU®, WMCP®

Growth and Development Director

Starting his practice in 2016 after graduating with a degree in Finance from Indiana University South Bend, Austin has had a successful career working with sales professionals, business owners and growing families. He uses his expertise in taxation and distribution planning to develop strategies with high probabilities of success rather than centering the conversation on rate of return. In addition to running his business, Austin is a Growth & Development Director which allows him to attract talent, develop new advisors and mentor others in the firm.
Photo of Investment Operations Associate Rachel Harcourt

Rachel Harcourt

MBA, RICP®

Investment Operations Associate

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Janel Elizabeth Markley

Director of Supervision

Photo of Kelly Renee Bacon

Kelly Renee Bacon

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Abhigya Singh