Advisors at this firm
Jay S
Series 63
Indianapolis, IN
My-Financial-Advocate
Jay Steger is a financial advisor with My-Financial-Advocate in Indianapolis, IN, holding a Series 63 designation and bringing 20 years of industry experience. He has held leadership roles at multiple firms, including Payroll Advocate, LLC and The Benefit Advocate Corporation. Outside of his advisory work, he serves as CEO of ACCESS PAYROLL OF AMERICA, LLC and ACCESS PLANNING OF AMERICA, both non-investment related businesses. My-Financial-Advocate provides investment consulting and portfolio management services to institutional and individual clients, focusing on fiduciary investment solutions. The firm employs a macro-asset allocation strategy using due diligence, mutual funds, ETFs, and forward-looking capital market assumptions to construct portfolios and adjust tactical allocations.
Cecily S
Series 65
Indianapolis, IN
My-Financial-Advocate
Cecily Stilley is a financial advisor at My-Financial-Advocate in Indianapolis, IN. She holds a Series 65 designation and has experience with Oneadvocate Financial LLC, Benefit Advocate Corporation, and Aflac. Her background includes roles outside of finance, such as work with Pink Jeep Adventure Tours and Dumpster Dan Sanitation LLC. My-Financial-Advocate provides investment consulting and portfolio management to institutional and individual clients, focusing on fiduciary investment solutions. The firm uses an open-architecture platform and a macro-asset allocation approach, offering services that include discretionary management, retirement plan consulting, and participant education.
