Goelzer Investment Management

Gregory Thompson is a financial advisor at Goelzer Investment Management with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at RBC Capital Markets, Spectrum Management Group, and Spectrum Wealth Counsel. Goelzer Investment Management serves private and institutional clients with asset management, financial planning, consulting, and OCIO services. The firm employs an asset-allocation driven approach combining quantitative modeling and fundamental research, supporting a diverse client base including families, pension plans, and foundations.

Jeffrey Borgert is a financial advisor with Goelzer Investment Management in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Stifel Nicolaus & Co Inc for 12 years before joining Goelzer in 2017. Goelzer Investment Management serves private and institutional clients, providing asset management, financial planning, consulting, and OCIO-style services. The firm operates through three teams and employs an asset-allocation driven, long-term portfolio approach that combines quantitative modeling with fundamental research.

Gavin Stephens is a CFA® charterholder with 11 years of industry experience, currently serving at Goelzer Investment Management since 2014. He holds a Series 65 license and participates as a non-board member of the Marketing Committee for Fairbanks Hospital. Goelzer Investment Management serves private and institutional clients with asset management, financial planning, consulting, and OCIO-style services, organizing its work across specialized teams that focus on long-term, asset-allocation driven portfolio construction using both quantitative and fundamental approaches.

Benjamin Cloud is a financial advisor at Goelzer Investment Management with a Series 65 designation and one year of industry experience. Prior to joining Goelzer, he worked at INVST and Axia Advisory, and has a background that includes six years in the Grove School District. Goelzer Investment Management serves private and institutional clients through discretionary and non-discretionary asset management, financial planning, consulting, and OCIO-style services. The firm organizes its work across three teams and focuses on asset-allocation driven, long-term portfolio construction using quantitative modeling and fundamental research.

Susan Jann is a CFP® professional with 24 years of industry experience, currently serving at Goelzer Investment Management since 2016. Prior to this, she worked at BMO Harris Financial Advisors for four years. She holds Series 63 and Series 66 licenses and is based in Carmel, IN. Goelzer Investment Management serves private and institutional clients with discretionary and non-discretionary asset management, financial planning, consulting, and OCIO-style services. The firm organizes its work across Institutional Advisory, Private Client, and Investment Management teams, emphasizing asset-allocation driven, long-term portfolio construction using quantitative modeling and fundamental research.

Cheryl Ackerman is a financial advisor at Goelzer Investment Management with seven years of industry experience. She holds a Series 65 designation and previously worked at Proteus, LLC and Rgp. Goelzer Investment Management serves both private and institutional clients, offering asset management, financial planning, consulting, and OCIO-style services. The firm organizes its work across three teams and emphasizes asset-allocation driven, long-term portfolio construction using quantitative modeling and fundamental research.

Umesh Nathani is a CFA® charterholder with 14 years of industry experience. He is currently with Goelzer Investment Management, where he has worked since 2020, and previously held positions at Oberweis Securities, Inc., M HOLDINGS SECURITIES, Inc., and Cozad Asset Management. Goelzer Investment Management serves private and institutional clients with asset management, financial planning, consulting, and OCIO-style services. The firm organizes its work across Institutional Advisory, Private Client, and Investment Management teams, focusing on asset-allocation driven, long-term portfolio construction using quantitative modeling and fundamental research.

Kory Fay is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Goelzer Investment Management. His prior experience includes roles at Change Path LLC, Preservation Wealth Advisors LLC, EDU. Wealth Advisors LLC, and EDU. Financial Strategies, LLC. He holds a current insurance license but is not actively seeking additional business in that area. Goelzer Investment Management provides asset management, financial planning, consulting, and OCIO-style services to private clients and institutions, with specialized teams focusing on institutional advisory, private clients, and investment management. The firm employs asset-allocation driven, long-term portfolio construction using both quantitative modeling and fundamental research, and offers distinctive services such as a branded practice for professional athletes and a Private Office for complex wealth solutions.

Dean Weseli is a CFP® professional with 18 years of industry experience, currently serving at Goelzer Investment Management since 2019. Prior to this, he worked at Windsor Wealth Management for five years. He holds Series 63 and Series 66 licenses and is based in Carmel, IN. Goelzer Investment Management serves private and institutional clients, providing asset management, financial planning, consulting, and OCIO-style services. The firm organizes its work across three teams and focuses on asset-allocation driven, long-term portfolio construction using quantitative modeling and fundamental research.

Lisa Cantu is a financial advisor at Goelzer Investment Management with a Series 65 designation and two years of industry experience. Her prior roles include positions at Marian University, CUNA Mutual Group, Aurora Financial Strategies, and INVEX Banco. Goelzer Investment Management serves both private and institutional clients, offering asset management, financial planning, consulting, and OCIO-style services. The firm organizes its work across Institutional Advisory, Private Client, and Investment Management teams, focusing on asset-allocation driven, long-term portfolio construction using quantitative modeling and fundamental research.

Sara Omohundro is a CFA® charterholder with one year of industry experience, currently with Goelzer Investment Management in Carmel, IN. Her prior roles include positions at Elevate Ventures and the Indiana Public Retirement System, as well as academic experience at Butler University. Goelzer Investment Management serves private and institutional clients with asset management, financial planning, consulting, and OCIO-style services. The firm emphasizes asset-allocation driven, long-term portfolio construction across multiple teams and offers specialized services such as a Private Office for complex estates and a branded practice for professional athletes.

Donald Hutchinson is a financial advisor at Goelzer Investment Management with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Goelzer since 2007. Hutchinson serves as a director for two non-profit organizations: Cookies for Kids Cancer and the Cornea Research Foundation. Goelzer Investment Management provides asset management, financial planning, and consulting services to private and institutional clients. The firm organizes its work across specialized teams, focusing on long-term portfolio construction through quantitative modeling and fundamental research, and offers distinct services including a private office for complex wealth and a branded practice for professional athletes.

Sherri Wilson is a financial advisor at Goelzer Investment Management in Carmel, IN, holding a Series 65 designation with 19 years of industry experience. She has been with Goelzer since 1995. Goelzer serves both private and institutional clients, offering asset management, financial planning, consulting, and OCIO-style services. The firm emphasizes asset-allocation driven, long-term portfolio construction using quantitative modeling and fundamental research, with specialized teams supporting families, institutional accounts, and complex multi-generational wealth.

Elaine Beaty is a financial advisor at Goelzer Investment Management with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Goelzer Investment Management serves private and institutional clients, providing asset management, financial planning, consulting, and OCIO-style services. The firm organizes its work across three teams and focuses on asset-allocation driven, long-term portfolio construction using both quantitative modeling and fundamental research.

David Alexander is a CFP® and ChFC® with 11 years of industry experience. He has worked at Goelzer Investment Management since 2022 and previously spent 13 years at Wells Fargo Bank N.A. Goelzer Investment Management serves private and institutional clients with asset management, financial planning, consulting, and OCIO-style services. The firm emphasizes asset-allocation driven, long-term portfolio construction and offers specialized teams for institutional advisory, private clients, and investment management.