Welcome to our world. We serve clients all around the U.S. while also being deeply engrained in the Carmel, Noblesville and Fishers communities. Steven Haas, the Branch Administrator, will greet you and welcome you into our office with a friendly smile and discover what is new in your life. We would appreciate an opportunity to share our passion of improving the lives of families and businesses in our community and learn more about you.
Every individual has a unique story along their life journey that creates a need for establishing financial strategies. We all know money cannot buy happiness; however, money can serve as a source of pride and accomplishment and fuel the future aspirations you envision. In times of stress or changing life events, an individual's emotional relationship with money may alter their logic. This is where a financial advisor can provide immense value. We invest time to understand what is important to you and then create a personalized strategy for each client.
Prior to my career at Edward Jones, I graduated from Ohio University with a bachelor's degree and served in the military working on the B-2 Bomber. As a Veteran, I can relate to many diverse backgrounds and I establish my relationships with the same foundation learned in the Military: Integrity, Service Before Self and Excellence in All I Do.
I am blessed with a wonderful family that enjoys travel and spending time outdoors hiking, biking and riding dirt bikes. I coach youth soccer in the Carmel Dads Club. Steven manages a soccer team in Noblesville and is also a referee for youth soccer in the area.
My Focus Areas:
401(k) Options | Business Retirement Plans |College Education | Estate and Legacy Strategies | Asset Allocation Strategies | Financial Analysis | Financial Strategies | Life Insurance | Portfolio Review | Portfolio Strategies | Retirement Planning | Wealth Preservation Strategies
- Charitable Giving
- Military Professionals & Veterans
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
My Personal Interests
- Active Lifestyle
- Coaching Sports
- Mountain Biking
Office Address14570 River Rd
Carmel, IN 46033
Phone NumberLou Elliott at (317) 219-5610
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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