550 Congressional Blvd, Suite 115
Carmel, IN 46032
317-537-7526
To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts
to ensure that you understand how any event or opportunity you encounter impacts the big picture. No
matter what happens in life, our coordinated expertise can help you achieve your goals.
This not only requires the coordination of a team of experts, but also requires leveraging the latest
technology to provide you with the ongoing insights, tools, and actionable advice you need to optimize
your time and pursue your life goals with confidence.
We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to
helping you understand that there is more to managing wealth than just managing investments. The
comprehensive services we provide and our fee model reflect this reality.
You can learn more about the Catalyze team and the expertise we bring to your unique situation on our
website.
Firm Start Year
No.of Employees
CRD#
Years of Experience in Financial Services
Number of Years with Current Firm
Work with the following types of clients
Investment Types
Can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
Acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Securities Licenses
Financial Organization Memberships
Fee Structure
Compensation Methods
B.A. - Economics