Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Brad is the chief investment strategist for Asset Management at Halter Ferguson Financial, Inc. Brad graduated with a Bachelor of Arts in economics and statistics from Northwestern University and is a Chartered Financial Analyst™ charter holder. Prior to joining Halter Ferguson Financial, Brad was a stock options trader on the Chicago Board of Options Exchange for 5 years.
Brad is Past President of the CFA Society of Indianapolis and served on the Finance Council of Saint Maria Goretti Church. Brad has been a financial advisor for more than 12 years. Brad manages investments for individuals,...
Tiffany is responsible for Financial Planning at Halter Ferguson Financial, Inc. She has a Bachelors in Economics with a focus in Accounting and Communications from DePauw University and is a CERTIFIED FINANCIAL PLANNER™ professional. Tiffany joined the firm in May of 2007. She has more than twelve years experience in the finance industry. Since 2012, she has been a financial advisor and a member of the Financial Planning Association. Tiffany enjoys working closely with the firm’s clients and assisting them in achieving their personal financial goals.
Steve Carr (CRD# 2784322) is an Investment Advisor Representative working at Peloton Wealth Strategists, Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry. He holds a BA in Business Administration from Taylor University, an MBA in Finance and Derivative Markets from Loyola University-Chicago, and is a CFA charterholder.
Peloton manages custom investment portfolios and provides strategic financial advice on a fee-only basis. Please visit pelotonwealth.com to learn more.
Joseph Del Principe (CRD# 6469264) is the Founder of the Independent Investment Advisory Firm Del Principe | O’Brien Financial Advisors, LLC (D|O). D|O provides investment advisory, financial planning, and portfolio design services to private individuals, high net worth individuals, not-for-profit entities, pension trusts, trusts, estates, charitable organizations, and business entities utilizing separate accounts. We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Del Principe | O’Brien Financial Advisors is a limited liability...