Wealth Advisors

Mr. Klabunde has developed comprehensive plans and provided ongoing wealth and investment management services for hundreds of affluent clients, including entrepreneurs, physicians, senior executives, and business owners. He also has had the opportunity to speak by invitation at several industry conferences, teaching other advisors how to serve clients using the financial planning process.

Mr. Klabunde is a Certified Financial Planner^TM practitioner and holds a bachelor of science degree in business systems and finance from Taylor University and a master of science degree in personal financial planning. He is a member of the financial planning association and holds the NASD Series 7, 63, and 65 licenses. Mr. Klabunde resides in Fishers, Indiana, with his wife and two children. He serves the community as a project director with Habitat for Humanity, is an active leader and musician in the local church, and serves on the Planned Giving Committee for the Indiana University School of Medicine.