I'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.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Board Games
  • Music
  • Golfing

Office Information

Office Hours

Office Hours
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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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