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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Carmel

Eleonora Anastasia Sciopu, CA Insurance Lic. #0M48937

Eleonora Anastasia Sciopu, MBA, CRES®, CA Insurance Lic. #0M48937

Financial Professional | Vice President

(317) 841-7500

Takdeer Kaur

Takdeer Kaur

Administrative Assistant

(317) 558-3632

(317) 578-0075

Katarina Bacanin

Katarina Bacanin

Administrative Assistant

(317) 558-3632

(317) 578-0075

Chris Brooks

Chris Brooks, CFP®

Financial Advisor

(317) 558-3661

Matt Johnson

Matt Johnson

Financial Advisor

(317) 558-3603

Sean Kurtock

Sean Kurtock

Financial Advisor

(463) 403-1785

Jakob Lennon

Jakob Lennon

Financial Advisor

(463) 403-1787

Kaeli Lockwood

Kaeli Lockwood

Financial Professional

(463) 403-1780

Ethan Maier

Ethan Maier

Financial Advisor

(463) 403-1788

Gary Means

Gary Means

Financial Professional

(317) 558-3644

Diana Todd, CA Insurance Lic.# 4293915

Diana Todd, CA Insurance Lic.# 4293915

Financial Advisor

(317) 558-3645

Chase Moser

Chase Moser

Financial Advisor

(463) 403-1791

Jason Nortell

Jason Nortell

Financial Advisor

(317) 567-6575

TJ Parker

TJ Parker

Financial Professional

(317) 558-3640

Nick Plavchak

Nick Plavchak, CRES®

Financial Advisor

(317) 558-3646

Melissa Skiles

Melissa Skiles

Financial Professional

(463) 403-1783

Melissa Stalbaum

Melissa Stalbaum

Financial Advisor

(317) 558-3613

Mark Wilcoxen

Mark Wilcoxen

Financial Advisor

(317) 567-6574

Jason Woodruff

Jason Woodruff, MBA

Financial Advisor

(317) 558-3617

Fort Wayne

Justin Schaefer

Justin Schaefer

Financial Professional

(260) 494-8171

justin.schaefer@equitable.com

Office Location:640 Coventry LaneFort Wayne, IN 46804
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Kendallville

Mark Wilcoxen

Mark Wilcoxen

Financial Advisor

(317) 567-6574

mark.wilcoxen@equitable.com

Office Location:113 North Main Street, Suite 2Kendallville, IN 46755
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Louisville Metro Area/Southern Indiana

Chris Schoenfelder

Chris Schoenfelder

Financial Advisor

(513) 322-3630

christopher.schoenfelder@equitable.com

Office Location: 10608 Watterson Center Court Louisville, KY

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Mishawaka

James Lewis

James Lewis

Financial Professional

(574) 252-5555

james.lewis2@equitable.com

Office Location: 320 WEST 4TH STREET, Suite C Mishawaka, IN 46544

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West Lafayette

Simarpreet Cheema, CA Insurance Lic. #4188224

Simarpreet Cheema, MBA,CA Insurance Lic. #4188224

Financial Advisor

(317) 558-3619

simarpreet.cheema@equitable.com

Registered Location: 1002 Trace 10 West Lafayette, IN 47906

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Find A Team Member

  • Chase Moser
  • Chris Brooks, CFP®
  • Chris Schoenfelder
  • Diana Todd, CA Insurance Lic.# 4293915
  • Eleonora Anastasia Sciopu, MBA, CRES®, CA Insurance Lic. #0M48937
  • Ethan Maier
  • Gary Means
  • Jakob Lennon
  • James Lewis
  • Jason Woodruff, MBA
  • Jason Nortell
  • Justin Schaefer
  • Kaeli Lockwood
  • Katarina Bacanin
  • Mark Wilcoxen
  • Matt Johnson
  • Melissa Stalbaum
  • Melissa Skiles
  • Michael Hastings, CLU, ChFC, LUTCF
  • Nick Plavchak, CRES®
  • Sean Kurtock
  • Simarpreet Cheema, MBA,CA Insurance Lic. #4188224
  • Takdeer Kaur
  • TJ Parker