Our Qualifications

     Krysten A. Overly, IAR and Member

Krysten has over fifteen years of experience in the financial services industry. Her background includes attending the University of Indianapolis. She is an active member in the Noblesville and Hamilton North Chamber of Commerce, a member of the National Association of Women Business Owners (NAWBO), and a board member on the Christian Professional Chamber of Indiana. Her securities registrations include a Series 7,  Securites Registered Representative; a Series 6, Investment Company Products/ Variable Contract Representative, a Series 66, Investment Advisor Representative; a Series 63, Uniform Securites Agent State Law; plus an Indiana Life and Health Insurance License with a Long-term Care (LTC) certification and the Indiana Partnership LTC designation.

Krysten's passion in the client planning business brings a disciplined, analytical approach in helping create financial solutions and striving for retirement goals for all of her clients.

Carol Cooney, Advisor Assistant

Carol has over thirty nine years of Securities and Banking office experience. She is a integral team member by embracing her part in the development of lasting relationships with our clients. She consistently strives to improve upon our high standards of customer service by finding additional ways to create an ongoing "WOW' delivery of service for our clients.