ONEINDIANA FINANCIAL GROUP - Key Persons
Job Titles:
- Financial Advisor
- Indianapolis Associate
My name is Al Alguadich and I am a Registered Representative and Investment Advisor Representative with OneFlorida Financial. I obtained my FINRA Series 7 and Series 66 licenses. Prior to helping my clients with financial strategies for retirement planning, I attended the University of South Florida for my Bachelor of Arts and earned by Juris Doctor at Stetson University College of Law. After nearly a decade of working with people who have placed their trust in me in to provide them guidance, I believe that acting as a trusted advisor is an honor that is earned only after you have gained a person's respect when you show your willingness to identify their most important goals and providing strategies that aim to achieve them. I look forward to earning your trust and serving you and your family.
Job Titles:
- Indianapolis Associate
- Financial Professional
Andrew recently started his career with OneIndiana in 2021. He is excited about this new opportunity to help others with their financial security. His background has been focused on developing strong relationships with small business owners so they can achieve success in their industry. He is inspired to help others with their financial concerns and goals to help them build a strategy towards wealth preservation.
Andrew holds his Life and Health Insurance Licenses in Indiana.
Andrew grew up in Bloomington and now resides in Greenwood with his wife, Heather, and 2 children. He enjoys spending time with his family, taking walks with his dogs, fishing, golfing, and volunteering at church.
Job Titles:
- Indianapolis Associate
- Financial Professional
Angie was born and raised in Lafayette, IN. After graduating from Purdue University, she moved to Indianapolis and has called it home ever since. She spent the first decade of her career in finance at J.P. Morgan in both Carmel and Fishers, IN. Angie is passionate about her clients and is committed to helping them create financial success for today, tomorrow and for future generations.
In May, Angie and her husband Jeremy welcomed their third child. Laila, Jameson and McKenna keep her pretty busy but in her free time, she enjoys going to the gym, checking out a new restaurant and listening to a good Podcast. She and her husband also lead their small group and are on the leadership team for the marriage ministry at their church.
Job Titles:
- Evansville Associate
- Associate General Agent of Southwest Indiana / Evansville
- Sales Director Regional Director in the Nation in 2021 & 2022
Barrett has always focused on making a positive impact in the lives of others, with a true interest in understanding monetary policy, the global markets and how they affect personal finance. He completed his undergraduate work at the University of Evansville, majoring in Finance and Marketing. Fittingly, Barrett began building his financial services practice in 2011. He works diligently to identify the individual needs and desires of his clients using a conversational approach. Barrett focuses on a few specific areas of financial planning. His first area of focus is helping his clients optimize their retirement income by planning with the use of academic research and economics-based strategy, rather than hypothetical speculation. Another area Barrett is particularly helpful is helping to ensure his clients' income is not jeopardized by an unforeseen disability, pre-mature death or an extended care situation. Barrett also brings value to his clients with a full array of wealth management products and services.
Barrett is honored and excited daily to be able to bring the mission and values of an Indiana-based mutual insurance organization to the local communities of Southwestern Indiana and the surrounding Tri-State area. Barrett also focuses on building a team of local professionals that he can continue to coach and mentor while aiding in the effort to help local people maximize their retirement income through strategy and identify potential pitfalls that can derail a plan from its intended course.
Barrett, originally from Orleans, Indiana, has lived in Evansville since 2002 when he came to attend college. He and his wife, Ashly, have three daughters: Fara, Falyn and Fiona. When not working, Barrett enjoys pursuing his faith, spending quality time with his family and friends, playing golf, and watching his favorite sports teams. Aces! Aces!
Job Titles:
- Financial Advisor
- Indianapolis Associate
Brandon began his career in the financial industry in 2009 with Prudential Financial. Brandon works diligently with all of his clients to build a relationship based on trust, service, and integrity. It is the relationship-building process that allows Brandon to be utilized as an additional financial resource for his clients. This relationship enables Brandon to continually grow and evolve with his clients as they progress and evolve throughout their personal financial goals. This has been highlighted with Brandon having attained the Retirement Income Certified Professional (RICP) designation through the American College.
Along with his RICP designation, Brandon currently carries Life Insurance, Health Insurance, and Annuities licenses, and FINRA series 6, 63, and 65.
Brandon currently lives in Indianapolis with his wife and daughter. In his free time, Brandon enjoys spending time with family and friends, playing golf, staying active through exercise, and watching baseball.
Job Titles:
- Financial Advisor
- Indianapolis Associate
- Investment Advisor
- Representative
Bryan is an Investment Advisor Representative (IAR) and has been helping people as a financial professional his entire career. Bryan has an extensive background of building relationships, understanding the "wants" of clients and matching those "wants" with their financial resources (their "haves"), and ultimately helping improve their financial lives. He also has enjoyed many years of educating, coaching, and mentoring countless other financial advisors.
As a lifelong learner, Bryan holds a Bachelor of Science degree from Purdue University and a Master's degree from Butler University. He has earned the designations of CLU® (Chartered Life Underwriter) and RICP® (Retirement Income Certified Professional) from the American College.
Bryan lives in Brownsburg with his wife, Debbie, and enjoys giving of his time through volunteer work in the community. Bryan has two grown children, Erin and Andrew.
Job Titles:
- Indianapolis Associate
- Financial Professional
Charlie started his financial career on the customer service side. After two years, Charlie determined that there was more he could be doing to help people with their questions than short phone calls allowed, leading him to pursue this partnership with OneIndiana. He values a relationship-first approach: you need to like your financial professional if you're going to like working with them! With the relationship at the center, Charlie's goal is to help his clients achieve not just their financial security, but their full financial freedom and enjoyment.
Charlie holds a B.A. in History with Minors in Business and Spanish from Indiana University. He holds his Indiana Life and Health Insurance License.
Charlie lives on the north side of Indianapolis, having grown up in Fishers. He loves the Hoosiers, the Pacers, the Colts, and the Reds, and has even been known to cheer for the Eagles. He plays and coaches Ultimate Frisbee, and is the lead commentator for the Indianapolis Red.
Job Titles:
- Financial Advisor
- Indianapolis Associate
Chase began his career in the financial services industry with OneIndiana Financial Group upon his graduation from Indiana University where he majored in finance. Chase enjoys building relationships with those he works with and getting to know others on a deeper level. He has always enjoyed helping others and enjoys the ability to help his clients build a more secure financial future.
Chase currently holds his Life Insurance, Health Insurance, and Annuities licenses. He also holds his FINRA Series 65 securities license.
Chase was born and raised in Fort Wayne, Indiana and now currently resides in Indianapolis, Indiana. While not at work Chase enjoys hanging out with his friends and family. He is also a huge sports fan and roots heavily for the Michigan Wolverines.
Job Titles:
- Indianapolis Associate
- Financial Professional
Cole grew up in Zionsville, IN then went on to play football at DePauw University where he graduated with a Bachelor's degree in Economics. He currently coaches Little League football within the Zionsville Community. Cole also enjoys live music and going to sporting events, especially for his favorite teams, the Pacers or Colts.
Job Titles:
- Evansville Associate
- Financial Professional
Collin began his career in Finance in early 2024, shortly after he graduated from the University of Evansville where he received a Finance degree. As a financial professional, his goal is to help people achieve their financial dreams and secure their futures. From a young age, he has always had a passion for finance and knew that he wanted to use his skills and knowledge to help others.
He currently resides in Evansville, Indiana. In his free time, he enjoys spending time with family and friends, watching the St. Louis Cardinals, and supporting the Indianapolis Colts.
Job Titles:
- Indianapolis Associate
- Financial Professional
Devin started his career in the financial services industry with OneIndiana in 2023 after graduating from the University of Indianapolis, where he earned a bachelor's degree in Finance. Devin enjoys leading and communicating with clients to develop deep, trusting relationships. Using these communication skills and knowledge of the financial world, Devin is able to create efficient strategies for his clients.
He currently lives in Greenwood and enjoys spending time with his family and friends. When Devin is not working, you will find him coaching or playing basketball, walking his dogs, or cheering on the Indiana Hoosiers or Indianapolis Colts.
Job Titles:
- Indianapolis Associate
- Owner
Drew Gore is the proud Owner of OneIndiana Financial Group, a General Agency appointed with the insurance companies of OneAmerica® in the state of Indiana. Drew's Firm comprises of a variety of Financial Planning help to the public and to their clients, including understanding how income streams work in retirement, retirement income distribution planning, investments, wealth building, risk management, social security income planning, protecting against the consequences of an extended care LTC situation for the family, risk management, estate planning, taxes, etc…
Drew grew up in Monrovia, IN on a farm and is a graduate of the University of Evansville, where he was also a member of the Men's Basketball Team. Upon graduation from college, Drew served as a financial advisor in Tampa, FL for MetLife and through great mentorship and success as an advisor, Drew transitioned into a leadership role, mentoring 20 advisors throughout the Tampa Bay region. From there, Drew and his wife Kim have always called Indiana home and moved back in 2009 to help lead Prudential throughout the state. Credit to the great mentors Drew had around him then and in his past, Drew built a successful team of advisors around the state of Indiana. In 2015, Drew fulfilled his dream of owning a Firm and began working with the companies of OneAmerica® based out of downtown Indianapolis. Since 2015, his Firm has grown to over 25 career agents, 50+ brokers, won the President's Trophy (Firms in 1-3 years with the companies of OneAmerica®) and the Dayton Molendorp Award (all Firms with the companies of OneAmerica® based on recruiting and success of those new agents to the Firm and OneAmerica®). Drew has served on multiple boards and currently serves on the Executive Leadership Team for the Alzheimer's Association of Indiana, The Skyline Club Board of Governors and President of GA's for the companies of OneAmerica®.
Drew works diligently on providing the long-lasting, positive experience and mentorship that the Firm's agents, clients and public deserve to have, when dealing with important financial planning or decisions. Drew also coaches youth basketball in the Indianapolis community and loves mentoring and passing on knowledge he was so graciously given by his past coaches, throughout the years.
Drew lives in Zionsville with his wife Kim and their three children.
Job Titles:
- Evansville Associate
- Business Manager Evansville
- Business Manager for the Evansville
Edwin Cahill serves as the Business Manager for the Evansville office. Edwin is originally from the hometown of Henry Ford, Dearborn, Michigan. He is a cum laude bachelor's degree graduate of Rochester University (MI) and was the distinguished graduate of the Master of Arts in Education Leadership from Pepperdine University, Malibu, CA. He also completed doctoral studies toward the Doctorate in Education in Organizational Leadership.
Edwin's academic studies abroad took him to Canada, Venezuela, Kenya, Uganda, Peru, Chile and mainland China. He has worked in 20+ countries during his tenure at Pepperdine University. He has also worked in a variety of industries with companies such as FedEx, Cracker Barrel, Jersey Mike's, Tae Ryong Taekwondo Schools, Pepperdine University, Ivy Tech and University of Southern Indiana.
Edwin enjoys serving locally with Community One & Habitat for Humanity and internationally with Made in the Streets (Kenya). He is a local Cub Scout leader and has two very active scouts. His wife is originally from El Salvador and enjoys a bilingual home.
His hobbies include teaching Taekwondo, gourmet cooking acappella singing, travel, outdoors and is a lifelong learner. His newfound joy is pickleball.
Edwin lives in Newburgh with his wife and two children.
Job Titles:
- Financial Advisor
- Indianapolis Associate
With more than 17 years' industry experience, Eric Fritz began his career in 2003 by starting his own business in real estate development and property management. Always having a passion for investments, he quickly coupled that experience with a career in the advisory world. In 2006, Eric started working with clients to facilitate a comprehensive approach to investment and financial management. In 2009, he spent the next 9 years mastering his craft of the markets and asset management; growing AUM from $8 million to $158 million, in just 8 years. Afterwards, Eric transferred that knowledge to private practice, where he helped oversee a book of business of $650 million. Currently, Eric continues to oversee the asset management of his clients, while helping grow and develop a general agency with the companies of OneAmerica®. He does so by providing sound, objective financial advice in the areas of asset management, protection, tax, retirement and legacy planning. Committed and loyal to his clients, Eric is dedicated to his own personal development and education, in order to stay current with all his clients' evolving needs and financial goals.
In his spare time, Eric finds himself engaged in family activities and recreational sports. As an avid Harley Davidson owner, he enjoys the occasional motorcycle ride. With a background in real estate development, he also partakes in many DYI projects around his home.
Whether your goal is to maximize your investment experience, secure your family's future, or protect against intolerable risks, he can help you understand everything you have and don't have, why you have it, and what it means to your financial future. Please feel free to reach out to him.
Eric Fritz finishing in top the 3 advisors in the nation for OneAmerica in 2022
Job Titles:
- Business Manager
- Indianapolis Associate
Hannah worked in the banking industry prior to joining OneIndiana Financial Group in 2018 as the Business Manager. She is originally from Peru, IN and has a bachelor's degree in business management from Western Governors University. Her people-centric management style pushes her to find solutions that meet the needs and goals for both her team and the clients.
Hannah currently lives in Fishers with her daughter, Embry. In her free time, Hannah participates in and coaches dance classes.
Job Titles:
- Indianapolis Associate
- Talent Acquisition Manager
Heather has worked in healthcare prior to joining OneIndiana Financial Group as talent acquisition manager. She is originally from Brookville, IN, and has a bachelor's degree from Marian University and master's degree from University of Indianapolis. Her background in healthcare provided her first-hand experience to collaborate with individuals and families in preparing for the future. She is passionate about finding the right people for OneIndiana Financial Group to help others prepare for their future.
Heather currently lives in Zionsville with her husband, Ron, son, Tyson, and daughter, Jayda. In her free time, Heather enjoys attending her kids' activities, teaching fitness classes, running, and reading.
Job Titles:
- Evansville Associate
- Financial Advisor
Hunter began his financial planning career in early 2022. As a financial advisor, his goal is to help people achieve their financial dreams and secure their futures. He has always had a passion for finance and investing, and knew that he wanted to use his skills and knowledge to help others. He believes in the importance of a comprehensive financial plan that addresses all aspects of personal finance, from investment strategies to retirement planning, tax planning strategies, and risk management.
He currently holds his Life and Health Insurance licenses for the states of Illinois and Indiana and his FINRA Series 65.
He currently resides in Southern Illinois with his wife, Mallory. In his free time, he enjoys spending time with family and friends, playing a round of golf, and rooting on the Indianapolis Colts.
Job Titles:
- Indianapolis Associate
- Financial Professional
Jack is from Carmel, IN and earned his bachelor's degree in Finance from Butler University. He leverages his leadership and communications skills to help clients gain a deeper understanding of their finances and achieve their financial goals. In his free time, Jack enjoys spending time with family and friends, cycling, and running.
Job Titles:
- Indianapolis Associate
- Career Agent
Jake recently started his career in the financial services industry. He enjoys talking to people and understanding them on a deeper level. He works alongside people to help better align their wants and haves. Jake loves helping everyone and has a great passion for working with his fellow Military Service Members. As a veteran himself, he finds great purpose in helping those that serve or have served in any branch of the military, police department, or fire department.
Jake holds his Life Insurance and Health Insurance licenses in the state of Indiana.
He currently lives in Carmel and enjoys spending time with his family and friends. When Jake is not working, you will find him out on a run, walking his dogs, or playing a pick-up game of basketball.
Job Titles:
- Chief Development Officer
- Indianapolis Associate
- Associate General Agent & Chief Development Officer in the Nation in 2018, 2019, 2020, 2021 & 2022
Jesse K. Moline was born and raised in Indianapolis, Indiana and is a magna cum laude graduate of Indiana University School of Law. Jesse began his financial services career after law school in 2007. After years of building his own successful businesses, Jesse joined OneIndiana as our Chief Development Officer. In his current role as Chief Development officer, he focuses on recruiting and developing our financial professionals.
Jesse has two children, Grayson and Paige. In his free time, Jesse enjoys spending time with his family, watching and playing sports, and is a lifelong Notre Dame fan.
Jesse Moline, JD #1 Associate General Agent & Chief Development Officer in the nation in 2018, 2019, 2020, 2021 & 2022
Job Titles:
- Indianapolis Associate
- Financial Professional
Jon started his career in the financial services industry with OneIndiana in 2020 after graduating from Franklin College, where he earned a bachelor's degree in Quantitative Analysis and Applied Mathematics with minors in Economics and Computer Science. Jon loves to lead and help others, so helping others with their financial decisions comes easy. By using math combined with economic principles, Jon is able to ease his clients' concerns by creating overall efficient financial strategies.
Jon currently holds his Life Insurance and Health Insurance licenses.
Jon currently lives in Indianapolis. In his free time, Jon enjoys spending time with family and friends, playing golf, basketball, or fishing.
Job Titles:
- Evansville Associate
- Preferred Broker
Jonas was born and raised in Venezuela and came to the United States to play baseball at Oakland City University in 2006. As a committed student athlete, he received his Bachelor's degree in Business Administration with concentrations in Marketing and Management in 2011. He then moved to Evansville to start his career and build a family. Since then, he has gained experience in different areas including insurance, marketing, management, and banking where he worked for several years and furthered his knowledge of finances and market strategy development, as well as implementation. Before joining the team, Jonas successfully maneuvered along with his wife to launch her counseling business practice.
Jonas joined OneIndiana Financial Group in 2022. He prioritizes genuine connection and relationships to help ensure quality in his practice with the goal of overall client success. Jonas is diligent in extending connections to the community. He is a believer of giving back and is a member of many local organizations including The Latino Collaboration Table, YMCA, OCU and Vanderburgh Community Foundation Alliance. He is also a part of the Knights of Columbus within his church parish. When not volunteering, he loves to spend quality time with his friends and family, playing and attending sporting events, and coaching his daughters' softball team.
Job Titles:
- Financial Advisor
- Indianapolis Associate
Job Titles:
- Indianapolis Associate
- Career Agent
Kate started in financial services in 2023, after seven years of strategic planning with nonprofits. With a heart for people and eye for detail, she recognized close friends and family weren't getting the financial guidance they needed. Kate now empowers women and families with financial knowledge and tools.
Through active listening and genuine care, Kate's goal is to position money to work toward your financial goals. She aims to improve people's lives through efficient and agile risk management and retirement strategies.
Kate is a proud alumna of Butler University with degrees in Strategic Communication and Spanish. She currently holds Life Insurance and Health Insurance licenses.
Kate grew up in Peoria, IL and has lived in Indianapolis' Old Northside for nearly a decade. She loves to travel, explore local libraries and coffee shops, sing in Central Christian Church's choir, thrift upcycled clothes, and attend football watch parties with her partner Jackson. Kate's always available for a phone call or coffee chat.
Job Titles:
- Indianapolis Associate
- Financial Professional
Keith celebrated 45 years in the financial/retirement services industry in 2020. He holds his life insurance and annuity licenses in Indiana, California (Insurance License #0G01527), and South Dakota. He has earned the CLU, ChFC, and FLMI designations. He is a member of the Indiana CPA Society, an approved CPE instructor, and has been called to be an expert witness in pension related litigation. Keith's passion is mentoring advisors, training CPAs, and educating business owners on Employer Benefit plans and his D.A.D. process. He enjoys OneIndiana Financial Group's team approach.
He and his wife, Cathy, live in Westfield and are proud parents of three children and three grandchildren. Keith is an avid Chicago Bears fan and enjoys reading the IRS Code in his spare time.
Job Titles:
- Indianapolis Associate
- Financial Professional
Kellen started his career in the financial services industry with OneIndiana in 2021 after graduating from Purdue University, where he earned a bachelor's degree in Marketing with a minor in Communications and the Certificate of Entrepreneurship and Innovation. Kellen enjoys using his leadership and conversational skills to help his clients gain a deeper understanding their finances and reach their financial goals. Using economic principles, Kellen is able to ease his clients' concerns by creating an overall efficient financial strategy.
Kellen currently holds his Life Insurance and Health Insurance licenses.
Kellen resides in Cicero. In his free time, Kellen enjoys spending time with family and friends, playing golf, and cheering on the Purdue Boilermakers.
Job Titles:
- Evansville Associate
- Preferred Broker
Lincoln hails from southern Illinois with a passion for nature and travel. With a background in consulting and trade, Lincoln has prioritized service throughout his career. His aim is clear: to help clients grasp the full scope of opportunities available to them as a strategic financial professional for our firm
Job Titles:
- Financial Advisor
- Indianapolis Associate
Lisa has 16 years of industry experience. She began her career in 2005 as an investment wholesaler who worked with financial advisors when she discovered she her passion for helping clients with all of their complex financial needs. After joining OneIndiana Financial Group in January 2022, Lisa has been able to help clients think through a variety financial decisions including personal finance, retirement planning, education funding, insurance protection, tax-efficient planning, investment management, estate preservation planning-which are all individually complex and collectively can present a real challenge for people. No single strategy fits everyone, so every client gets her undivided attention-from planning to execution to follow-up. She holds various licenses including her Life and Health Insurance license, FINRA Series 6, 63, 65, and 7. She takes a proactive approach to helping develop a strategy to address financial goals and objectives, using evidence-based, efficient methods. Lisa is looking forward to continuing to help others establish solid financial futures. When Lisa isn't working, she loves spending time with family and friends, working out, cooking, boating, and spending time at the beach soaking up the sun.
Job Titles:
- Indianapolis Associate
- Financial Professional
Logan has always strived to help people in any way he could. He grew up on the west side of Indianapolis, and attended Purdue University. Logan graduated with a degree in Financial Counseling and Planning, and joined OneIndiana upon graduating. Ever since he began his professional career, Logan has been striving to improve the lives of his clients in any way he can.
Logan endeavors to help individuals and families navigate their financial concerns, and achieve their life goals. Logan desires to provide value to the lives of those around him. He is currently Life and Health Insurance licensed in the state of Indiana.
In his free time, Logan enjoys building personal connections with people, spending time with his wife and family, and rooting for the Colts, Pacers, and Purdue Boilermakers.
Job Titles:
- Financial Advisor
- Indianapolis Associate
Mason began his career in the Financial Industry in 2017. Starting with a focus in Long Term Care Protection, Mason quickly felt a desire to work with clients in all areas of life and joined the OneIndiana family to help accomplish this goal. Mason understands that each client is unique, with goals and dreams that are important to them and their families. He works diligently to understand what each client wants to achieve so that he can help put together a strategy focused on accumulating wealth while still ensuring that they are able to both protect and provide for their families now.
Mason is currently Life Insurance, Health Insurance, and Annuity Licensed in the state of Indiana. He also has his FINRA Series 7 and Series 66 securities licenses.
Born and raised in Indiana, Mason currently resides in Carmel with his wife and two dogs. When not working, you will find Mason running on trails at Eagle Creek, somewhere on a golf course, or spending time with his family.
Job Titles:
- Financial Advisor
- Indianapolis Associate
Nicole started her career in the financial services industry in 2012, upon completion of her Bachelor's Degree in Business Administration. She has an extensive background in building and developing client relationships, coaching, and mentoring others, and she brings that knowledge and experience to the table when working with her clients. Nicole understands that each client is unique, with goals and dreams that are important to them and their families. She prides herself in taking the time to get to know each one of her clients, understanding what they are trying to achieve, and what challenges they face. She then works with her clients to develop a plan that aims to help them to confidently plan for their future and accumulate wealth, while still ensuring that they are able to protect and provide for their families now.
Nicole holds her Life Insurance, Health Insurance and Annuities licenses, and FINRA series 6, 7, 63, and 65. She has also attained the designations of ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter) through the American College.
A lifelong Hoosier, Nicole lives in Brownsburg with her husband and two dogs. In her free time, Nicole enjoys spending time with her family, camping, and reading.
Job Titles:
- Evansville Associate
- Financial Advisor
Noah started his career in the financial services industry in 2018 and recently earned distinction as a Top New Planner in Evansville for OneIndiana Financial Group and a Top 5 New Planner in the Country with the companies of OneAmerica®. He has a strong passion for helping people achieve financial freedom.
Job Titles:
- Indianapolis Associate
- Financial Professional
Owen grew up in Westfield, IN and attended Franklin College where he played football and earned a Bachelor's Degree in Business. He takes pride in serving others and is enjoying the opportunity to do so as a financial professional. In his free time, he enjoys live music, lifting, being outdoors, and cheering on the Colts, Pacers, and Cubs!
Job Titles:
- Evansville Associate
- Preferred Broker
Rick started his career in the insurance industry in 2007 with German American Bank in the commercial division. In 2009, Rick went to work for Indiana Farm Bureau and worked until entering the financial services industry in 2019.
Understanding his clients' wants and needs helps Rick make his clients' goals become a reality. Striving to optimize his clients' retirement income, he helps them prepare with the use of academic research and economics-based strategies instead of speculation.
Rick holds his property and casualty, life, health insurance and annuity licenses.
Rick lives in Vincennes with his wife Susan. Rick enjoys spending time with family, playing golf and watching basketball.
Job Titles:
- Indianapolis Associate
- Financial Professional
Rodolfo (Rudy) Bustamante has been in the industry since 2016. His passion is to be a resource, educator and a motivator for all his clients!
His drive comes from helping his clients line up their financial goals and wants. He is licensed in Life, Health, Long-term Care Insurance, and Annuities. He is licensed in Michigan, Indiana, Nevada, South Carolina.
In his off time, he is always with his wife and three beautiful kids, plus their new puppy. His church time is important to him, as he is part of the ZPC Men's group, and two Bible studies and the Great Banquet.
Rudy is on the board of the faith based non-profits: The Jeremiah House and Kids INC. He also works with Habitat for Humanity and the Exchange Club of Indiana.
During his free time, he enjoys golf and watching the COLTS!
Job Titles:
- Indianapolis Associate
- Financial Professional
Ryan is originally from Indianapolis and currently lives in the Fountain Square area with his girlfriend, Grace, and two dogs, Petey and Pickles. He graduated from Indiana University in 2014 with a focus in Public Affairs and Management. In his free time, Ryan enjoys playing golf, live music, working out and spending time with friends and family. He is looking forward to this next chapter in his professional career and feels thankful to be surrounded by such an amazing group of people!
Job Titles:
- Financial Advisor
- Indianapolis Associate
Samm began his career in the financial services industry with OneIndiana Financial Group shortly after graduating from Franklin College, where he played football and earned a bachelor's degree in business finance with a minor in accounting. Samm has spent much of his time with OneIndiana positioning himself in a way that can positively impact the people around him. He enjoys volunteering and mentoring around the community, so helping others with their financial concerns comes easy due to the servant's heart Samm possesses. Using economic principles, Samm is able to ease his clients' concerns by creating overall efficient financial strategies.
Samm currently holds his Life Insurance, Health Insurance and Annuities licenses. He also holds his FINRA Series 65 securities license.
When Samm is not working, he enjoys volunteering, coaching, and spending time with friends and family. Samm is an avid sports fan and enjoys watching the Colts, Pacers, IU Basketball, the Cincinnati Reds and, most importantly, the Franklin College Grizzlies.