facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search

Our Partners

When we talk about a team approach, we mean it! Since we're fee-only and don't sell ANY financial products we partner with trusted specialists to help our clients obtain insurance policies, estate planning documents, and more. These partners, many of whom are also independent, share our commitment to putting clients' needs first, upholding the highest ethical standards, and providing a truly outstanding experience.

Jeff Hess Photo
Read Bio

Jeff Hess

Life, Disability, & Long-Term Care Insurance

With more than 15 years of experience in the financial services industry, Jeff Hess provides unique, independent services that raise the bar among insurance professionals. In his role as director of the Palladium Group at Ash Brokerage, he partners with Registered Investment Advisors, family offices and other fee-only advisors for consultation, expert analysis, and ultimately implementation and management of insurance-based financial solutions.

Jeff wants to change the experience of obtaining insurance – it’s his goal to make the process personal and pleasurable for all involved. Excellence, trust and collaboration are the foundation of his work and the work of Palladium Group.

Keith Pemberton Photo
Read Bio

Keith Pemberton

Property & Casualty Insurance

Pemberton Insurance Group is an independent agency/broker for property and casualty insurance products. As a general agency, they are able to handle anything from a homeowners or renters policy to a complex business package. Keith specializes in high value/affluent accounts and small business coverage, placing an importance on genuine customer service and professional advice. They act as an advocate for clients in times of need and claims handling.

"You should expect more from your insurance agency."

Lynne Coverdale Photo
Read Bio

Lynne Coverdale

Mortgage & Home Equity Lending

Lynne has more than 30 years of experience in mortgage lending. In her position as a Mortgage Loan Officer with Centier Bank, Lynne focuses on the developing, growing, and retaining mortgage clients, as well as building new relationships with professional Realtors and home builders. She employs a customer-centric approach with clients, tailoring lending solutions to their individual situations, including special programs for educators.

“Home buying is a journey. My goal is to put people on the right path.” -Lynne Coverdale

NMLS ID# 132058

Matt Katz Photo
Read Bio

Matt Katz

Estate Planning (Will-Based)

Matt Katz Law

Matt Katz graduated from Indiana University Kelley School of Business in 2007 with a degree in business and graduated from the University of Cincinnati College of Law in 2011, ranked in the top 5% of his class. He worked for six years as a trial attorney, eventually serving as one of the division supervisors for the Marion County Public Defender Agency. He has since geared his private practice to estate planning. He enjoys helping families take steps to provide for the future and avoid future family conflicts. Matt it is especially well-suited to help with estate planning for new families as his wife, Anne, and he welcomed their first child, Jennie, in October 2016. As a new parent, Matt is uniquely aware of the challenges new parenthood presents for estate planning and has guided his practice accordingly.

Mike Curtiss Photo
Read Bio

Mike Curtiss

Medicare Advantage & Supplements

Mike is solely focused on helping individuals evaluate and enroll in Medicare insurance options that best meets their needs. The opportunity to work with Vrabec insurance developed after Mike completed a long career as a Financial Advisor and sold his practice in 2015. He feels strongly that not learning about and evaluating all the options presents a significant disadvantage to Medicare enrollees, and that everyone deserves the right to be educated about all of their benefit options in order to make the decision that best fits their needs.

Randall, Gentry, & Pike, P.C. Photo
Read Bio

Randall, Gentry, & Pike, P.C.

Estate Planning (Trust-Based) & Elder Law

Founded in 1989, Randall, Gentry & Pike, P.C. is a pioneering firm focused exclusively on the areas of estate planning, business planning, and elder law. Dedicated to "Transforming the Way America Plans (for the better!)" we developed and pursue a Three Step Strategy™ to create estate plans that work for our clients and their loved ones. Through our LifeSpan Legal Service Program™ we provide (1) extensive and personalized education and counseling, (2) formal continuing maintenance and education services and (3) fixed fee settlement services that ensure efficiency in the transfer of your assets and effectiveness in the transfer of your accumulated lifetime of wisdom to your beneficiaries. Our motto is "An Unreasonable Commitment to Co-Creating Estate Plans That Work."

Scott White Photo
Read Bio

Scott White


Scott has been around real estate all his life. His father and grandfather have been in the residential, commercial, land, and development business for over 50 years, passing down much wisdom and experience to him. Before launching his career as a realtor, Scott was a mortgage loan officer gaining valuable insight into the financial portion of the real estate transaction. More important than these skills, he has a passion for people and loves using his knowledge to help them with finding a place to call home. Great personal care and communication is what you will receive when working with Scott.