Matthew B. Gillette

Matt’s focus on multi-generational stewardship has become a lifestyle – implementing fundamental solutions not only in the financial space, but also in the nonprofit space as a passionate advocate for economic development; serving as a board member on several nonprofit organizations, he regularly travels to developing countries to provide leadership training to families without access to resources. 

Matt's love for fine wines and fast cars has also become a lifestyle he enjoys sharing with others as a Partner of Adobe Road Winery - a boutique winery producing artisan wines from premium vineyards in both Sonoma and Napa counties with unique ties to the world of automobiles and motor sports.

In his spare time, you can find Matt serving as an Officer of the Commanderie Bordeaux and hosting friends and clients at Hillcrest Country Club or at Indianapolis’ private club, The Bemberg.

Julia brings unwavering dedication to her clients' financial well-being. Her approach seamlessly blends technical mastery with personalized service, ensuring clients receive the guidance they deserve.

Following her studies at Indiana University, Julia honed her skills in client relations, investment services, and financial reviews at Wells Fargo, Florida. Her career path then led her to Huntington National Bank's investment arm, further solidifying her financial acumen.

Julia's vibrant personality extends beyond her profession. An avid tennis player and enthusiast of live music, she values connection and shared experiences. Her passion for travel broadens her perspective, allowing her to understand diverse financial goals and tailor solutions accordingly.