Karl Bozek

With Anna, I’ve been able to apply what I learned at the Kelley School of Business to real-world financial planning. From client meetings to behind-the-scenes prep, I bring a strong analytical mindset, hands-on tech skills, and a solid understanding of financial tools and strategies whether preparing in-depth performance reports, troubleshooting tech issues, or supporting strategic investment decisions, my goal is always to make the process smoother, smarter, and more efficient for both our team and our clients.

As a Financial Planning Assistant, Karl’s core responsibilities include:

• Assisting with daily administrative activities
• Client account support
• Presence and assistance in client meetings
• Creating a portfolio snapshot for clients using industry-leading technology
• Cultivating a unique perspective on issues and opportunities

Karl can be reached by calling the office number at (317) 520-8294