A network of Greater Indianapolis professional advisors dedicated to building relationships and integrating charitable planning as a strategy for achieving their clients' overall goals.

 

Join JFGI's Professional Advisors Group

 

Professional Advisors Group brochure

 

Benefits

 

  • Inclusion in a list of highly qualified professionals
  • Education about JFGI's work for the community
  • Regular updates on JFGI's philanthropic activities and opportunities for your clients
  • Invitations to educational and networking events


 

Benjamin Abraham, CFP®, CFS®, CASL®, CLU, RICP®, ChFc®, WMCP®

One to One Financial Advisors

 

 

 

 

 

 

 

 

 

Bradley S. Bell, CPA

BGBC Partners, LLP                         

 

 

 

 

Matthew R. Burnett 

Stifel 

 

 

 

 

 

 

 

 

 

 

Jude P. Byanski, JD

Dale & Eke

 

 

 

 

 

Bradley H. Cohen, JD

Cohen Garelick & Glazier

 

 

 

 

 

 

 

 

 

 

 

 

Chuck Cohen, JD

Cohen Garelick & Glazier

 

 

 

 

 

William J. Dale, JD

Dale & Eke

 

 

 

 

 

 

Adan H. Diaz, CFP®, CRPC

Fresco Financial Advisors

 

 

 

 

 

Brian Eagle, JD

Eagle & Fein, P.C.

 

 

 

 

George S. Farra, CFA

Woodley Farra Manion Portfolio Management, Inc.

 

 

 

 

 

 

Lana Fridman, CPA

Lana Fridman, CPA, PC

 

 

 

 

 

Avshalom Gad,  CFP®, CLU, ChFC®, RICP®, LL.B

Eagle Strategies - New York Life Insurance

 

 

 

 

 

 

 

Rebecca W. Geyer, JD

Rebecca W. Geyer & Associates, PC

 

 

 

 

 

 

 

 

 

Len Grabovsky, CRPC, CFP®, APMA

The Grabovsky Group - Ameriprise Financial

 

 

 

 

 

 

 

Ronald M. Katz, JD

Katz Korin Cunningham, PC

 

 

 

 

 

 

 

 

Michael Kerschner, JD

Katz Korin Cunningham, PC

 

 

 

 

 

Paul A. Kraft, JD

Frank & Kraft, P.C.

 

 

 

 

 

 

Helen Kurlander Goldstein, CFP®

Goldstein Group Finanacial Advisors, LLC

 

 

 

 

 

 

James M. Macdonald, III

J.P. Morgan

 

 

 

 

 

 

 

 

 

Suzanne Marshall, Financial Advisor

Stifel Investment Services, Tanner Wealth Management Group

 

 

 

 

 

 

 

 

William R. Owen, CPA, CFP®

Denali Wealth Management Advisors, LLC

 

 

 

 

 

 

 

 

 

 

 

Jamie B. Ratner Rich, CFP®

J.P. Morgan

 

 

 

 

 

 

 

 

 

Jill Hauser Robisch, MBA

The National Bank of Indianapolis

 

 

 

 

 

 

 

 

 

Michael Schankerman, CFP®, CASL®, ChFc®, CFS®, RICP®

One To One Financial Advisors

 

 

 

 

 

 

 

 

Mark Smiley, CFA

Diamond Capital Management - The National Bank Of Indianapolis

 

 

 

 

 

 

 

 

Jeff Sondhelm, CRPC

Greenway Advisors

 

 

 

 

 

 

 

 

Larry Turow, CFP®, APMA

The Grabovsky Group - Ameriprise Financial

 

*The individuals identified above are participants in JFGI’s Professional Advisors Group, and this listing is provided  for informational purposes only.  JFGI does not directly or indirectly endorse or recommend any specific professional advisor.

 

For additional questions, contact us:

 

Paula Glanzman Goldberg

Director of Legacy Development

pgoldberg@jfgi.org | 317-715-6980

 

Katy Cantor

Chief Philanthropy Officer, Planned Giving & Endowment

kcantor@jfgi.org | 317-715-9266