FPA of Greater Indiana
Indianapolis , IN
Scroll down to learn more about our FPA's Chapter Events and Programs, Board of Directors and Partners.
FPA is Your Partner in Planning.
The Financial Planning Association of Greater Indiana is the premier community of financial planners in the state of Indiana, that fosters the value of financial planning along with advancing the practice and profession of financial planning.
Our chapter has 350 members and we are your Partner in Planning by helping you realize your vision of success with Practice support, Learning, Advocacy and Networking (PLAN).
We would love to welcome you to our chapter! Feel free to reach out to us if you have any questions.
The Latest from FPA of Greater Indiana
Partnerships
Learn about the ways you can support our Greater Indiana Chapter.
Meeting Presentations/Handouts
All presentations and handouts for the Quarterly Meetings, CE Day and Lunch & Learns are available one week prior to the date of the particular meeting.
Career Center
Post job openings and find potential candidates.
NexGen
NexGen is a nation‐wide community within the FPA Association with the goal of elevating the profession that transform lives through the power of financial planning. NexGen serves to educate, promote and integrate the next generation of CFP® professionals.
Planner's Club
Meet with fellow FPA members and review details of a case study.
Past Speakers
CLICK HERE to find a list of past speakers
Scholarships
We award scholarships yearly. Find out if you are eligible.
Make the most of your FPA Membership!
Click below for specific links to FPA National's site that we think would be beneficial to you as a member.
Board of Directors
Platinum Partners
Contact Ryan Thomas rthomas@ftadvisors.com
Contact Christy Jordan christy.jordan@innovativeportfolios.com
Gold Partners
Contact Kristen Nelson kristen.nelson@capgroup.com
Contact Sarah Weaver sarahw@cicf.org
Contact Erik Schulte erik.schulte@dimensional.com
Contact Rebecca Haynes rebecca.haynes@oakstreetfunding.com
Contact Jeff Hess jeff.hess@thepaladiumgrp.com
Silver Partners
Contact Sam Tippy sam.tippy@allianzlife.com
Contact Linda Struck linda.struck@schwab.com
Contact Brian Eagle beagle@eagleandfein.com
Contact Brad Willits bwillits@icapitalnetwork.com
Contact Nick Carpas nickolas.j.carpas@jpmorgan.com
Contact Bob Frutoz rfrutoz@manning-napier.com
Contact Corey Hock corey.hock@natixis.com
Contact Shane Sullivan shane_p_sullivan@newyorklife.com
Contact Alisa Kolodizner alisa@prairie-hill.com or Matt Sandretto msandretto@prairie-hill.com
Contact Jeff Lowrie jlowrie@sandhill-im.com
Contact Shane Jefferson shane_j_jefferson@vanguard.com
Bronze Partners
Contact Brian Wright Brian@FiduciaryCFO.com
Contact Kingston Hollman kingston@justcompliance.net
Contact Mike Curtiss mike@vrabecinsurance.com
In-Kind Partners
Contact John Olivieri jolivieri@btlaw.com
Contact Andy Mattingly andy.mattingluy@forumcu.com