Team
Alex Sulanke
Investment Advisor Representative
765-289-3368
Alex is a Delaware County native, graduating from Yorktown. He went on to earn a Bachelor of Urban Planning degree with a minor degree in Philosophy from Ball State in 2009. After graduating, Alex worked for the Land Use Division of...
Alivia Hart
Enhanced Service Specialist
Bing Wilson
Enhanced Service Specialist
Brayden Robinson
Research and Support Specialist
765-289-3368
Courtney Hill
Enhanced Service Specialist
765-289-3368
Courtney joined the Wealth Strategies team in January 2020. Courtney grew up in Ferdinand, IN, and later moved to Muncie to attend Ball State University. She graduated from Ball State University in 2011 with a bachelor’s degree...
Dillon Cannon
Research and Support Specialist
Heather McDowell
Enhanced Service Specialist
765-289-3368
Heather is originally from the small town of Cassopolis in southwestern Michigan but has been a resident of Muncie since she came to Ball State University where she graduated with a bachelor’s degree...
Jon Elliott
Transaction Services Specialist
7652893368
Jordan Matchett
Investment Advisor Representative
7652893368
Jordan joined the Wealth Strategies team in January of 2020 and is a member of the Enhanced Service Team. Jordan grew up in Yorktown, Indiana and attended Ball State University. After graduating in 2014, he worked at the University of...
Torey Cook
Enhanced Service Specialist
765-289-3368
Torey joined the Wealth Strategies team in 2023. With over 20 years of experience in the financial industry, she brings her knowledge of estate planning, along with her love of helping clients reach their financial goals. ...
Will Isaacs, CFP®
Certified Financial Planner™ Practitioner
765-289-3368
Will grew up in Seymour, IN where his parents taught him from a young age the importance of being in control of your personal finances. This led him to a career as a financial advisor, with aspirations that started as early as middle...