As a young girl, I was taught that you never talked about politics, religion or finances in polite company. I often think of the irony in this as I ask complete strangers to discuss their financial lives with me. I get it - sharing your financial life can be intimidating, and may even feel at times to be overwhelming. I'm here to listen without judgement and meet you where you are in your financial journey.
My team and I use an established process to help you define and prioritize your goals. We'll develop personalized strategies to help you reach them. And while we always hope for the best in life as well as the markets; we'll develop plans for the unexpected events that could throw you off course.
As an entrepreneur myself, I really enjoy helping other business owners by developing strategies to solve their unique challenges. We implement ideas that help them keep more of their hard-earned money while also helping protect against the unexpected.
I spent the first 15 years of my career in Chicago working for world-class ad agencies, consulting with Fortune 500 companies. Much of my focus was making financial services relatable, so people could understand how a myriad of products could ultimately help them reach their goals.
After moving to Indianapolis in 2015, I joined Edward Jones as a financial advisor, which gave me the opportunity to have a more meaningful impact on the people in our community. While my office is in Broad Ripple, I'm proud to help families and businesses throughout Indiana and more than 15 states.
Outside of work, my priority is spending time with my husband, Nate, and our children, Mavis and August. We enjoy camping, biking and seeing live music. I'm passionate in supporting Girl Scouts, Indy Chamber and Pass the Torch for Women.
It is an honor to be welcomed into a client's life and help them create the life they envision. As your financial advisor, I will work hard to deliver the personal service you deserve.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
- Socially Conscious Investing
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
- Socially Conscious Investing
Office Information
Phone Number
Kelly S Cropp at (317) 602-3418Branch Team
- Diane Schultz
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
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Branch Team
- Diane Schultz
- Branch Office Administrator
Branch Team
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