Intrepid Financial Planning Group, LLC

Chad Bailey is a financial advisor at Intrepid Financial Planning Group, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with the firm since 2010. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm’s investment approach focuses on strategic asset allocation, diversification, tax efficiency, and cost control, offering customized portfolios managed on a discretionary basis.

Chase Mitchell is a Series 65 licensed financial advisor with Intrepid Financial Planning Group, LLC in Carmel, Indiana. He has one year of experience in the financial industry. Prior to joining Intrepid, he held various roles in retail and education sectors, including positions at Costco Wholesale and Ivy Tech State College, and was involved with Hickeys Shaved Ice. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm emphasizes strategic asset allocation and diversification while managing approximately $355 million in client assets through customized portfolios.

Thomas Adamczyk is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding a Series 63 designation and 25 years of industry experience. He has worked at Intrepid Financial Planning since 2000 and concurrently operates Adamczyk & France CPA, P.C. since 1987. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, emphasizing diversification, tax efficiency, and cost control, while managing about $355 million in client assets.

Greg Haney is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding a Series 63 designation and 26 years of industry experience. He has been with Intrepid Financial Planning since 1999 and also operates Haney CPA Group, a CPA firm based in Indianapolis, where he has worked for over 40 years. Additionally, he is the owner and CEO of H&G Inc., a holding company located in Indianapolis. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, focusing on diversification, tax efficiency, and cost control, and manages approximately $355 million in client assets.

Douglas Bales is a financial advisor with Intrepid Financial Planning Group, LLC in Carmel, IN, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Intrepid Financial since 2000. Outside of his advisory role, he is involved with Whitinger Financial Advisors in Muncie, IN, focusing on retirement and financial planning. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, pension plans, and charitable trusts, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and maintains coordinated services with affiliated tax and accounting professionals.

Ronald Campbell is a CFP® and Series 63 credentialed advisor with over 31 years of industry experience. He has been with Intrepid Financial Planning Group, LLC since 1998 and has operated his own CPA and attorney practice since 1984, offering tax and accounting services alongside financial planning. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and manages approximately $355 million in client assets.

Jo Ann Hendryx is a financial advisor with Intrepid Financial Planning Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Intrepid Financial Planning since 1999 and maintains ongoing business activities as a CPA and attorney, providing tax and estate planning services through DeFelice Engineering Inc. Intrepid Financial Planning Group, LLC offers discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, emphasizing diversification, tax efficiency, and cost control, while providing customized portfolios and maintaining formal affiliations with tax and accounting professionals.

Julie Faas is a financial advisor at Intrepid Financial Planning Group, LLC in Indianapolis, IN, holding a Series 65 designation with 23 years of industry experience. She has been with Intrepid Financial LLC since 1999. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable trusts, managing approximately $355 million in client assets. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and offers customized portfolios including mutual funds, ETFs, individual stocks and bonds, and market strategies.

Nikki Wheeler is a financial advisor with Intrepid Financial Planning Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been affiliated with Intrepid Financial Planning since 1999 and the Morris Group since 2004. In addition to her advisory role, she is president and sole shareholder of Nikki Wheeler CPA, P.C., a CPA firm specializing in tax return preparation. Intrepid Financial Planning Group, LLC provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach incorporating Modern Portfolio Theory principles, focusing on diversification, tax efficiency, and cost control, and offers customized portfolios managed on a discretionary basis.

David Cropper is a financial advisor at Intrepid Financial Planning Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intrepid since 2002. Cropper is also a partner at Brinkerhoff, Cropper & Associates, P.C., a CPA firm. Intrepid Financial Planning Group provides discretionary, fee-based investment management to a diverse client base including individuals, families, trusts, and pension plans. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversification, tax efficiency, and cost control, and manages approximately $355 million in client assets.