Park + Elm Investment Advisers

Kevin Ward is a financial advisor at Park + Elm Investment Advisers with 10 years of industry experience. He holds the Series 65 designation and previously worked at Aflac for 17 years. Outside of his advisory role, he owns Park + Elm Insurance Services, where he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients and employer-sponsored plans. The firm employs a risk-assessment tool and five model portfolios based on Modern Portfolio Theory, primarily using institutional mutual funds for implementation.

Jason Comer is a financial advisor at Park + Elm Investment Advisers in Carmel, IN, holding a Series 65 designation with 15 years of industry experience. He has worked at Hieser Webb Capital Management since 2010. Outside of advising, Comer manages contractors on residential real estate rehabilitation projects. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals and employer-sponsored plans. The firm uses a risk-assessment tool and model portfolios grounded in Modern Portfolio Theory, primarily implementing strategies with institutional mutual funds.

Kara Hieser is a financial advisor at Park + Elm Investment Advisers with 20 years of industry experience. She holds a Series 65 credential and has worked at Webb Financial Advisors since 2003. Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients and employer-sponsored plans. The firm serves a mix of individual households, including high-net-worth clients, and plan sponsors, using a risk-assessment tool and five model portfolios to guide investment decisions with a long-term, asset-class approach.