Denny Smith

  • Chartered Retirement Planning Counselor® designee
  • Chartered Mutual Fund Counselor® designee
  • BS Business Administration - Marion College
  • Financial Planning Certificate - Boston University Center for Professional Education
  • Directed multi-state residential plumbing operations for national mechanical firm:  $125 million sales, 1200 employees
  • National speaker/instructor for business, finance and investing
  • Licensed Master Plumber
  • Licensed Heating & Air Conditioning Contractor

Andy Smith

  • CERTIFIED FINANCIAL PLANNER® practitioner
  • Chartered Mutual Fund Counselor® designee
  • Certified Funds Specialist® designee
  • Board Member - Better Business Bureau of Indianapolis
  • BA Secondary English Education - Purdue University
  • Financial Planning Certificate - Boston University Center for Professional Education