THURSTON SPRINGER - Key Persons
Job Titles:
- Financial Advisor
- Vice President
Andy graduated from Hanover College in 1999 and began his career as a financial advisor with Edward Jones. He attended Bellarmine University to obtain his Certified Financial Planner (CFP) designation in 2007. As a CFP, he has a fiduciary responsibility to his clients.
Andy enjoys getting to know his clients and their aspirations and especially enjoys putting together financial plans for them. Once the financial plan is in place, he works with his clients to help them achieve their goals.
Andy resides in Crestwood, Kentucky, with his wife Carrie, who is a local orthodontist. They have three boys (Marcus, Patrick, and Henry) and their favorite pastime is cheering them on in all of their sports and activities.
Andy is on the Board of Directors for Junior Achievement of Kentuckiana.
Job Titles:
- Financial Advisor
- Vice President
Brad graduated from Indiana State University (ISU) with a B.S. in Economics, minoring in Marketing. He attended post-graduate education at the University of Pennsylvania's, Wharton School of Business.
Brad has been in the financial industry since 1979, spending the first 32 years of his career with Merrill Lynch, then was recruited by Wells Fargo until August 2014, when he joined Thurston Springer. Brad is a proud father of 3 daughters, and has lived in the Indianapolis area throughout his career.
Chris has worked in the securities industry for almost 20 years, focusing on municipal bonds serving retail customers and community banks. He holds Series 7 General Securities Representative, Series 24 General Securities Principal and Series 53 Municipal Principal Licenses.
Chris holds a B.A. in English Literature from Wittenberg University. He is a current board member of the Bexley Youth Lacrosse board and is a former board member of the Ohio Municipal Advisory Council.
Crystal graduated from Shawnee State University with a degree in Social Science/Psychology. She began her career at Hilliard Lyons as a sales assistant and moved on from there to work a few years at Merrill Lynch. She joined Sweney Cartwright & Co. to focus on municipal and corporate bonds in 1999. Crystal moved to Boenning & Scattergood in 2019 with the rest of her firm and is pleased to join Thurston Springer in 2023. She holds a Series 7 and a Series 63 license and has worked in the financial industry for 28 years.
Born and raised in Columbus Ohio, Frank graduated from Miami University with a degree in Philosophy. While attending Miami he was a member of the Varsity soccer team and President of Delta Kappa Epsilon. Frank began his investment career at Sweney Cartwright Co in 1982 and continues to enjoy his work as an investment advisor. His goal is to provide excellent service and advice to his clients and to create long term value by allocating assets to achieve the results necessary to meet their financial goals. Strategies such as building individual municipal bond ladders, holding high quality dividend paying stocks and growth-oriented ETFs are the foundation of the portfolios he manages. Frank enjoys working with all types of investors and is proud to be working with a number of children and grandchildren of his initial clients. Frank serves on the Columbus Rotary Foundation Board and is an active member of St Albans Episcopal Church and is a founding member of the United Way Young Leadership Group. Frank and his wife Melissa have two grown children and a Golden Retriever. Frank and his team welcome the opportunity to serve you.
Job Titles:
- Senior Investment Executive
- Senior Registered Client Services Specialist
Job Titles:
- SENIOR VICE PRESIDENT INVESTMENTS
Keith has been a licensed, Financial Advisor for over 30 years. He graduated in 1980 from Indiana University School of Business with a Bachelor of Science degree in Finance and Economics. Keith is a member of the Thurston Springer Advisory Board. Keith is certified as an Accredited Investment Fiduciary® through the Center for Fiduciary Studies. The Center for Fiduciary Studies promulgates best practices and standards for fiduciaries. Keith and the JKS Investment Group provide the full range of financial services. As a fully-licensed, wealth management services team, they specialize in private portfolio management which includes a global tactical allocation strategy, earnings estimate revisions strategy and an option income strategy.
Keith has been a featured speaker for the annual BetterInvesting™ education forum for 15 years. He has also been a featured investment advisor commentator on Inside Indiana Business and WISH TV evening news. A life-long resident of Indianapolis, Keith is the proud parent of three children and three grandchildren. Along with Jenna, his wife and business partner, they enjoy tennis, skiing, running and spending time with their two large dogs. Keith currently serves on the advisory board of the Civic Theatre and the Alpha Tau Omega Housing Board.
Job Titles:
- Financial Advisor
- Vice President
Jeannette was born and raised in Chicago. She attended Mother Theodore Guerin High School and Triton College. She has lived in Bloomindale, Illinois for the past 16 years. She has four grown children, two sons and two daughters.
Jeannette began her financial career at Merrill Lynch in 1980 as an administrative assistant. In 1987, she moved into a financial advisor role at Merrill Lynch and has been helping clients for the past 33 years. Jeannette has worked at Wells Fargo Financial, Wintrust Financial and David A. Noyes. After experiencing the wire house philosophy, Jeannette decided that she could better serve her clients at an independent firm.
Jeannette spends her free time traveling with her children and riding her horse Harriet, aka Mrs. Wilkinson. Jeannette is an accomplished equestrian rider and shows with her horse in local A & B shows in Illinois and various locations around the country.
Jeannette holds the Series 7, 63, and 65 securities registrations.
Job Titles:
- Financial Advisor
- Vice President
Job Titles:
- SENIOR VICE PRESIDENT INVESTMENTS
Jenna has been a licensed, Investment Advisor Representative since 2000. She has worked in the financial industry since graduating from Indiana State University in 1997.
Job Titles:
- Director of Advisor Services
Jim Longstreth joins Thurston Springer in the newly created role, Director of Advisor Services. Jim comes to the firm with significant industry experience. Starting his career as a financial advisor over 30 years ago, Jim has assembled and grown units in Investment Banking, Corporate Finance, Capital Markets Trading, Institutional Sales, and Retail Wealth Management. He has also worked for several large multi-national firms such as Wells Fargo Advisors, MetLife, Shearson Lehman Brothers as well as large regional brokers and advisors like PNC Investments. Jim and wife Gigi have two adult daughters and two sons. Jim graduated from Purdue University earning a bachelor's degree.
Jim holds or has held the following Licenses
Job Titles:
- Financial Advisor
- Vice President
Joel began his career working for Sweney Cartwright in September of 2009. After graduating from Capital University in 2008 with a bachelor's in finance. He worked at Sweney Cartwright, holding many positions
including clearing back-office operations, reconciling company financials and creating custom portfolios for client accounts. He has been in the United States Air Force since joining in 2002 as a National Guardsman and
Job Titles:
- Financial Advisor
- Vice President
With over 43 years of wealth, finance and financial management experience, John provides our clients and families with guidance across all areas of wealth management, including financial planning, investments, portfolio construction and estate planning.
John has over 45 years of experience with Families and Clients, including NFL Players, Professional Golfers, College and NFL coaches, MLB Players, other Professional Athletes and Entertainers. He has also represented select NASCAR and IRL Drivers and owners.
John served as a Regional Director for the NFL Players Association. Subsequently, he became agent-of-record for Golden Bear International, Nicklaus Companies, where he founded Golden Bear Sports Management, a Professional Athlete Agency. While with Golden Bear, John also became agent of record for an MLB Player, catcher and now MLB Baseball Hall of Famer. John also became agent-of-record for an Olympic Gold Medal Figure Skating Champion, whom ABC Broadcasting called "America's Sweetheart".
John has recruited, signed and negotiated contracts for 55 NFL Players, 6 MLB Players I NBA Player and 15 PGA Tour Players. As an NFL Player Agent, he personally negotiated the two largest contracts ever for an NFL Offensive Center and an NFL Kicker.
John has been responsible for developing and managing high net worth clients and meeting their financial and wealth management needs, with several financial management/broker-dealer firms, including Ameriprise Financial Services and Morgan Stanley Wealth Management, Global Sports & Entertainment, before coming to Thurston Springer.
Karey has over thirty years in the Financial and Insurance industry with the bulk of her experience as a municipal bond broker for dealer and dealer banks. She began her supervision/compliance career as a producing National Branch Manager for Wolfe & Hurst Bond Brokers in 1994, then went on to become a Senior Compliance Officer for David A. Noyes & Co. 2015, Senior Compliance Officer for the Bank of Montreal Asset Management Corporation 2019, and Senior Consultant for Bristal Lane Group, 2021. She is a registered Securities Principal and holds the designations of Certified Securities Compliance Professional and Certified Anti-Money Laundering Specialist. Her education includes an Associate's degree in business management from New York University, a Bachelor of Science in Applied Behavioral Science from National Louis University, and a year of improvisational training at Second City Improv Theater.
Kelly brings two decades of diverse experience in the Financial, Accounting, and Consulting industries. Her career has encompassed Executive level support roles, client servicing, liaison and point person in firm acquisitions and the transition process. Her specialty and passion lie in working alongside people - the building and strengthening of those business relationships. Joining Thurston Springer as the Transition Manager she is primarily responsible for overseeing the integration of new advisors and financial firms into Thurston Springer's model, the lead conductor of the transition process; providing operational and strategic implementations across Thurston Springer offices located throughout the country. Prior to joining Thurston Springer, Kelly was an Executive Assistant and Transition Operational Manager at a successful financial firm based in Indianapolis as well as in Fort Wayne, IN - her hometown. Kelly attended Ball State University and Indiana Purdue Fort Wayne studying business, with a minor in Dance. Recently relocated to Indianapolis in 2021, Kelly is newly married and lives in Carmel, IN with her husband and their English Bulldog, Bella. Outside of the office, she enjoys spending time with family and friends, getting to know her new city, playing golf with the hubby, traveling, trying new restaurants, and cheering on the Colts and Pacers.
Job Titles:
- SENIOR VICE PRESIDENT INVESTMENTS
- Wealth Manager With
Lee has been a wealth manager with Thurston Springer since 2000. He helps families and businesses with comprehensive planning and wealth management.
After graduation from North Central High School, he earned a B.A. in Philosophy from Wabash College in 1988. From 1989 to 2000, he worked in Japan as personnel director of the Isaac Language Institute in Osaka and then as director of administration for Century Educational Services Co., Ltd. (CES), a corporate training firm also in Osaka.
From 1995 to 2000, Lee was a member of the American Chamber of Commerce in Japan (ACCJ) and was appointed chairman of the Membership Relations Committee. In this capacity, he worked closely with American, Japanese and other international business and government leaders with connections to Japan.
In 2000, Lee studied for and passed the Series 7 Registered Representative exam in Tokyo. Upon his return to the United States, he became licensed in life, health and long-term care insurance to better serve his clients.
Lee and his wife, Emiko, live in Carmel, Indiana, with their two children, Paul and Florence.
Job Titles:
- FINANCIAL ADVISOR
- CFP
- Financial Advisor With the Hargitt Group
Luke has been a financial advisor with the Hargitt Group at Thurston Springer since June 2016. He works with Lee Hargitt to help families and institutions with comprehensive planning and wealth management. Luke always strives to provide a high level of service to clients.
After graduation from Brebeuf Jesuit Preparatory School, Luke attended Miami University of Ohio as a recipient of the Redhawk Excellence Scholarship. Following a successful four years in Oxford, Ohio, Luke graduated in 2015 with a B.S. in Marketing. While studying at Miami, Luke was involved with the campus chapter of Habitat for Humanity, serving on the executive board for three years.
Luke's professional career began in June 2015 when he joined Thurston Springer. Luke's formal addition to Thurston Springer followed an internship with the company in the summer of 2014. Shortly after coming aboard, Luke passed the Series 7 & 66 exams. To better serve clients, he also became licensed in life, health, and long-term care insurance. In 2019, he successfully completed coursework through the College for Financial Planning and passed the Certified Financial Planner (CFP®) Certification Examination.
Luke has lived in Carmel, Indiana, all his life. He enjoys traveling to destinations both new and familiar.
Job Titles:
- Financial Advisor
- Vice President
- Wealth Manager
Lynn has been a wealth manager since 1983, beginning first with A.G. Edwards in 1983, then joining Thurston Springer in 2009. He graduated from the University of Northern Iowa with a B.A. in 1976. The most important thing he offers his clients is good service.
Lynn communicates with a client-focused strategy, giving good service and being available daily for his clients. Lynn's licensure includes: Series 7 General Securities/FINRA Registered Representative, Series 63 Uniform Securities Agent, and Series 65 Investment Advisor.
Lynn is very active at Geist Christian Church, where he serves as a deacon and an elder. He is a runner, diversified sports enthusiast, enjoying all sports: high school, college and professional sports. Lynn is a member of ‘Indy Runners' organization, past president of Skiles Test baseball league, where he coached and served on the board of directors, 1995-2002. He resides in Indianapolis, with his wife Lisa of 37 years.
Job Titles:
- FINANCIAL ADVISOR
- VICE PRESIDENT
Job Titles:
- HR, Payroll & Benefits Manager
- Payroll & Benefits Manager / HR
Job Titles:
- Financial Advisor
- Vice President
Job Titles:
- CHIEF FINANCIAL OFFICER
- PRESIDENT
Launching his career in accounting and tax for traders and firms on multiple securities and commodities exchanges, Matt's experience spans over two decades. Matt has been a key architect for numerous national financial service businesses including HighTower, US Fiduciary and Sanctuary Wealth. Working in roles that range from Chief Operating and Compliance Officer to President of multiple broker/dealers and RIAs, Matt has deep experience in the industry. Matt acts as both President of Thurston Springer and President and Founder of Bristal Lane Group. Bristal Lane is the second consulting practice Matt has launched; the first was acquired by RSM McGladrey, where Matt then lead the development of their Financial Services Consulting Group as National Director. Matt graduated Robert Morris with a BBA - Accounting and attended the Wharton School at the University of Pennsylvania.
Job Titles:
- SENIOR VICE PRESIDENT INVESTMENTS
Job Titles:
- Financial Advisor
- Vice President
Job Titles:
- Financial Advisor
- Vice President
- Vice President of Investments
Renny has been helping individual investors and businesses create goal-driven wealth strategies for over a decade. His planning process is holistically centered around understanding individual client goals by helping to make sense of their investment options and what's appropriate for them.
Renny joined Thurston Springer in 2018 after managing an Edward Jones office in Shelbyville Indiana for eight years. Originally from St. Louis Missouri, Renny is an Eagle Scout; he graduated from Wabash College in 2008, and he lives in Brownsburg Indiana with his wife Katy and their three children. Financial planning is the Esser family business, and Renny follows in his distinguished father's footsteps.
Renny holds the Series 7 and Series 66 securities licenses and licenses for annuity, Life and Health Insurance solutions.
"The first meeting with every prospective client is exciting to me! As an advisor, I get to understand their walks of life and what challenges were overcome to get to where they are today. More often than not, it is from these life experiences that determine how we perceive wealth and its purpose throughout our lives. I really enjoy building on what my clients already understand, putting myself in their shoes and holistically advising with prioritized goals. It's incredibly fulfilling to empower hard-working, diligent savers with the knowledge of proper financial planning."
Job Titles:
- CHIEF EXECUTIVE OFFICER
- CHIEF OPERATIONS OFFICER
Rick began his career with Thurston Springer (TS) in 2008. He graduated from Indiana University Bloomington with a degree in Finance, minoring in Business Foundations from Kelley School of Business in 2003. Following his college graduation, he entered the residential custom construction industry. In 2008, Rick transitioned to the financial industry where he began employment with TS. Over the years, he has held many roles within the firm and currently works with a select group of clients and is the Chief Executive Officer of Thurston Springer.
He holds securities licenses:
Bob started his career at Vercoe & Co. in Columbus, Ohio, in 1978. Bob has worked for many different brokers over the years, mainly as a result of acquisitions. Most recent employment was at Sweney, Cartwright & Co. and Boenning & Scattergood. Bob has an AB in economics from Princeton University and an MBA in finance from Ohio University. Bob has been successful at providing income and accumulating wealth for his clients.
graduated from college in 1958. He started in the securities business in 1959 with Sweney Cartwright and Co. until 2019 when he joined Boenning & Scattergood. In 2023 he joined Thurston Springer.
Job Titles:
- Financial Advisor
- Vice President