Ross Welch
Ross graduated from Indiana University’s Kelly School of Business with a degree in Finance in May, 2023. He holds FINRA Series 7 and 66 registrations through LPL Financial. Ross has always had a passion for the financial services industry and looks forward to a bright future.
Ross grew up in Central Indiana and attended Cathedral High School. Ross enjoys basketball, golf, and visits to the gym in his spare time.
Heather Butterfield
“It is very refreshing to be part of a group where ideas can be freely expressed and applied to maximize the efficiency of our office.”
Heather Butterfield joined our firm in June, 2001. She is responsible for the supervision of new business and account administration. Heather’s involvement in the financial services industry began in 1998.
