
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreI'm passionate about building relationships with local families and businesses to deeply understand their current situation and their future financial goals, and smartly connect the dots between the two.
We use our established process to build a truly customized strategy and partner with you, providing solutions-based advice throughout every stage of life.
Our biggest strength is the personal attention we provide as we monitor your portfolio, adjust as things change in your life and in your investments, inform you of the current risks and opportunities, and help you navigate a rapidly changing investment world.
Cali Sangalis is my branch office administrator with over 30 years of industry experience and focuses on client service excellence.
My wife, Kellie, and I live in Westfield, with our son, Dale (2), and are eagerly awaiting the arrival of our second son, Duke, this summer. In my free time, I like to hike, play board games and spend time with my family. Mercy Road has been our church home for five years. I'm also a proud Purdue graduate from the Krannert School of Management.
Experience for yourself what sets us apart. Give us a call today. We can't wait to meet you.
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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