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
Francisco Cazares
Operations Assistant
Coming into this role, I had zero experience in wealth management. My background was in Sales/Marketing & AI, which gave me a strong foundation in communication, but everything else I’ve learned here. How all the processes and Financial Technology support our clients, no classroom could have taught me.
What’s stood out most is how connection-driven Anna is. This job is about building genuine relationships — not just with clients, but with the other business professionals who work alongside us, sharing business and helping each other’s clients succeed. I’d never professionally networked, and now I’ve met leaders across completely different industries.
Anna has given me the room to bring my own ideas to the table, including a project I’m now leading to streamline our portfolio reviews through automation. She’s open-minded, future-driven, and most importantly she listens.
Francisco can be reached by calling the office number at (317) 520-8294