Financial advisors in Elkhart

Your financial planning needs are unique. Our team will go deeper to understand your mindset and what shapes your view on money. Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center.


300 Nibco Parkway, Suite 100

Elkhart, IN 46516


M - F: 8am - 5pm

Sat: 8am - 2pm

Sun: Closed


Meet our advisors

Brian Melvin, CFP®

Managing Director

Ryan Roller, CFP®

Managing Director

Deborah DeHoff, CFP®

Wealth Advisor

Jack McKissick, CFP®

Wealth Advisor

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Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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