Ss. Francis & Clare
Catholic educated for 17 years, high school at Latin School, and summer intern visits to Blue Cloud Abbey as a teen. Choir member and Eucharistic Minister at Ss. Francis & Clare. Hobbies include biking, golf, following ND football.
At Treybourne Wealth Planners, our mission is to help you make the best possible financial choices, based on your unique needs, goals, and financial situation. Our approach to planning is rooted in a deep understanding of the client, based on our personal relationship. Regardless of your stage in life, we are here to help guide you-from making your first 401(k) choices, to ensuring your retirement income provides long-term security and peace of mind, to making your life easier by providing tax preparation services under the same roof.
We believe face-to-face communication is critical to understanding each client's needs, making our Southside location an important part of delivering outstanding service. We are members of the Greater Greenwood Chamber of Commerce, as well as the American Institute of CPAs (AICPA), the Indiana CPA Society (INCPAS), and the Financial Planning Association (FPA). This combination of wealth management excellence and neighborhood-based service has made us a trusted advisor on the south side of Indianapolis for more than 30 years.
I'm president and lead advisor, good referrals earn as a family>$150k, and/or have investment assets>$500k.