Halter Ferguson Financial Inc

Benjamin Weber is a financial advisor at Halter Ferguson Financial Inc with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Valeo Financial Advisors, LLC and Protect Your Home. Prior to his advisory career, he was employed by Lyft, Inc. and Uber Technologies Inc. Halter Ferguson Financial is a fee-only investment adviser serving individuals, families, small businesses, trusts, charitable organizations, and profit-sharing plans. The firm provides discretionary portfolio management and financial planning, emphasizing fundamental analysis and written Investment Policy Statements tailored to client objectives and risk tolerance.

Isaac Yops is a financial advisor at Halter Ferguson Financial Inc in Carmel, IN, holding a Series 65 designation with two years of industry experience. Prior to joining Halter Ferguson Financial, he worked in various roles including positions in education and retail. Halter Ferguson Financial is a fee-only investment adviser that provides discretionary portfolio management and financial planning services to individuals, families, small businesses, trusts, charitable organizations, and profit-sharing plans. The firm’s investment approach centers on fundamental analysis and written Investment Policy Statements aligned with client objectives and risk tolerance, with regular reviews and reporting.

Tiffany White is a CFP® professional with 11 years of industry experience. She has been with Halter Ferguson Financial, Inc. since 2007. Halter Ferguson Financial, Inc. is a fee-only investment adviser that provides discretionary portfolio management and financial planning to individuals, families, small businesses, trusts, charitable organizations, and profit-sharing plans. The firm’s investment process emphasizes fundamental analysis and written Investment Policy Statements, with quarterly reviews and reporting.

Matthew Smith is a financial advisor at Halter Ferguson Financial Inc with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Good Soil Investment Management, LLC and CMS Energy Corporation. Smith maintains a minority ownership interest in Good Soil Investment Management, where he serves as a managing member. Halter Ferguson Financial is a fee-only investment adviser that offers discretionary portfolio management and financial planning to individuals, families, small businesses, trusts, charitable organizations, and profit-sharing plans. The firm focuses on fundamental analysis and developing written Investment Policy Statements to align asset allocation with client objectives, utilizing a range of investment vehicles including mutual funds, equities, fixed income, REITs, and option strategies.

Bradford Ferguson is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been with Halter Ferguson Financial Inc since 2005. Halter Ferguson Financial is a fee-only investment adviser serving individuals, families, small businesses, trusts, charitable organizations, and profit-sharing plans. The firm provides discretionary portfolio management and financial planning, emphasizing fundamental analysis and written Investment Policy Statements tailored to client objectives and risk tolerance.