Your HWP TeamAdvisorsLance Lyday, MBA, CFP® Lance is President and Owner of Harbour Wealth Partners as well as Branch Manager/Registered Principal of LPL Financial.Phone: (317) 579-4844 Ext. 23View Full Profile | Send Email Larry A. Lyday, CLU, ChFC Larry was named a 5 Star Wealth Manager, Best in Client Satisfaction by Indianapolis Monthly magazine in 2008.
He as been in the financial services business for over three decades and founded what is now Harbour Wealth Partners in 1985.Phone: (317) 579-4844 Ext. 24View Full Profile | Send Email Eric M. Welch Eric has provided his clients with personal service in the financial advisory and life insurance business since graduating from Indiana University in 1993 with a BA in Economics. He joined Executive Financial Advisors, Inc., now Harbour Wealth Partners, in 1995 where he has been an advisory partner in the firm.Phone: 317-579-4844 Ext. 25View Full Profile | Send Email Michael Shirk, CLU, CFP, ChFC Mike was named as a 5 Star Wealth Manager, Best in Client Satisfaction by Indianapolis Monthly magazine in 2009. He has been providing investment and financial planning services to individuals and businesses for almost 40 years. His focus is helping clients accumulate and preserve wealth with particular emphasis on tax-reduction techniques.Phone: (317) 579-4844 Ext. 29View Full Profile | Send Email StaffSue Gasper, Client Services Director317-579-4844 Ext. 26
In addition to overseeing daily branch operations, Sue directly assists Lance Lyday and Larry Lyday in the client services arena and is, in many cases, the first line of communication with our clients. Sue and Rick, her husband of 30 years, are empty nesters and have two grown sons, Matt and Chris. Sue and Rick love to travel to warmer climes and are avid bicyclists. Heather Butterfield, Administrative Assistant(317) 579-4844 Ext. 27
Jeanne McCollough, Administrative Assistant(317) 579-4844 Ext. 30
Jeanne and her husband, Bruce, have a son, Collin, who is a junior studying journalism at Indiana University. She enjoys running every morning to start her day off right. |
Harbour Wealth Partners9850 Westpoint DriveSuite 300 Indianapolis, IN 46256 Phone: (317) 579-4844 Or: (800) 735-4146 Fax: (317) 579-4845 |
Sue joined the firm in December, 1998 as the sole administrative assistant, having worked in the investment and insurance industry the previous ten years.
Heather Butterfield joined the firm in 2001. She assists Lance and Larry Lyday as well as Eric Welch with new business and administration. Heather has 10 years experience in the financial services industry.
Jeanne McCollough joined our firm in 2005. She assists Michael Shirk and Eric Welch with scheduling, expediting and client service.