NorthWest Financial Services Inc

Brady Webster is a financial advisor at NorthWest Financial Services Inc in Indianapolis, IN, holding a Series 65 designation with five years of industry experience. Prior to joining NorthWest Financial Services in 2020, he worked at Probo Medical and BKD LLP. He provides accounting consulting and bookkeeping services on a limited basis. NorthWest Financial Services primarily serves individual investors and also works with trusts and estates, offering financial planning and discretionary portfolio management. The firm employs an active, value-oriented investment approach with a two-tiered portfolio construction strategy and provides ancillary services such as tax preparation and insurance analysis.

Aaron Pettersen is a CFP® professional with 21 years of experience at NorthWest Financial Services Inc, where he has worked since 1998. He is a 5% owner and shareholder of the firm. Based in Indianapolis, IN, he holds a Series 63 license. NorthWest Financial Services primarily serves individual investors and offers financial planning along with discretionary portfolio management. The firm employs a two-tiered investment approach focused on liquidity preservation and long-term, value-oriented strategies, supported by a team with multiple professional credentials and in-house tax and insurance services.

Holly Wharton is a CFP® professional with 10 years of industry experience, currently serving at NorthWest Financial Services Inc. She worked at the firm from 2007 to 2017 before a seven-year period as a homemaker, returning to NorthWest Financial Services in 2024. NorthWest Financial Services primarily serves individual investors and offers financial planning alongside discretionary portfolio management. The firm employs a two-tiered investment approach combining conservative near-term liquidity with longer-term value-oriented mutual fund allocations, managing all assets on a discretionary basis.

Dexter White is a financial advisor at NorthWest Financial Services Inc in Indianapolis, IN, holding a Series 65 designation. He has experience working at Charles Schwab and 317 Seal prior to joining NorthWest Financial Services in 2025. Dexter also has a background in the food industry and health insurance. NorthWest Financial Services primarily serves individual investors and offers financial planning, discretionary portfolio management, tax preparation, and insurance analysis. The firm employs an active, value-oriented investment approach with a focus on long-term, low-trade portfolio management.

Thomas Gross is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience, currently serving as Vice President and 30% owner of NorthWest Financial Services, Inc. in Indianapolis, where he has worked since 2011. Outside of his advisory role, he owns and operates two small businesses: one that sells livestock supplements and another involving show pigs. NorthWest Financial Services primarily serves individual investors and also works with trusts and estates, providing financial planning and discretionary portfolio management. The firm employs a two-tiered investment approach combining conservative near-term liquidity with longer-term mutual fund allocations, using an active, value-oriented strategy.

Rachel Leman is a CFP®-certified financial advisor with eight years of industry experience, currently working at NorthWest Financial Services Inc. in Indianapolis, where she has been since 2017. Her prior experience includes roles at Hawtree & Associates, CPA, and Olivet Nazarene University. She holds a Series 65 license and maintains an insurance license, which she uses to evaluate and recommend insurance solutions for clients. NorthWest Financial Services primarily serves individual investors and offers financial planning alongside discretionary portfolio management. The firm employs a two-tiered, active value-oriented investment approach that balances near-term liquidity with longer-term mutual fund allocations and provides additional services such as tax return preparation and insurance needs analysis.

Molly O'Shea is a financial advisor with NorthWest Financial Services Inc in Indianapolis, holding a Series 65 designation and three years of industry experience. Prior to joining NorthWest Financial Services in 2021, she worked for Two Five Apparel for seven years. She also maintains an insurance license, which she uses to evaluate and recommend insurance products to clients. NorthWest Financial Services primarily serves individual investors and offers financial planning and discretionary portfolio management, incorporating tax preparation and insurance analysis as ancillary services. The firm employs a two-tiered, value-oriented investment approach focused on liquidity preservation and long-term growth.

Sarah Austin is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with NorthWest Financial Services Inc in Indianapolis since 2016. Austin maintains an insurance license and dedicates time to evaluating and recommending insurance products for clients. NorthWest Financial Services primarily serves individual investors and offers financial planning along with discretionary portfolio management. The firm employs a two-tiered investment approach that balances near-term liquidity with longer-term mutual fund allocations, using an active, value-oriented philosophy.

Matthew Yeiter is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He has been with NorthWest Financial Services Inc in Indianapolis since 2011 and serves as the firm’s president and a 65% owner. NorthWest Financial Services primarily serves individual investors and offers financial planning along with discretionary portfolio management. The firm employs an active, value-oriented investment approach with a focus on preserving near-term liquidity while allocating assets for long-term growth.