Teeple Snyder Newsome Wealth & Tax Management

Matthew Teeple is a financial advisor with Teeple Snyder Newsome Wealth & Tax Management in Indianapolis, IN. He holds a Series 66 designation and has 19 years of industry experience, including 18 years at Teeple Wealth Management. Teeple is a minority owner of Diamond Maps, a business based in Indiana. Teeple Snyder Newsome Wealth & Tax Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm offers a goal-focused investment process centered on diversified, multi-asset portfolios with strategic allocation targets, regular rebalancing, and occasional tactical tilts, alongside integrated tax preparation and accounting services.

Marcus Rose is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) plan advisory, and tax preparation services. The firm employs a goal-focused investment approach centered on diversified, multi-asset portfolios with strategic allocation and regular rebalancing, alongside a Schwab Institutional Intelligent Portfolios “Liftoff” program for select clients.

Matthew Snyder is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with eight years of industry experience. He holds a Series 65 designation and has worked at Teeple Wealth Management since 2018, following roles at EHOB and State Farm Agency. Teeple Snyder Newsome Wealth & Tax Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm employs a goal-focused investment process centered on diversified, multi-asset portfolios with strategic allocation, regular rebalancing, and tactical tilts, while also offering integrated tax and accounting services through an affiliated practice.

Kimberly Newsome is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management in Louisville, KY, holding a Series 65 designation with four years of industry experience. She has previously worked at Unbridled Capital LLC / Koa Management Company for ten years and is the owner of FITCOUNT LLC, a non-investment-related business. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients with asset management, financial planning, ERISA plan advisory, and tax preparation services. The firm employs a goal-focused investment process centered on diversified, multi-asset portfolios and integrates accounting and tax services alongside its Schwab Institutional Intelligent Portfolios “Liftoff” program.

David Peterson is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and Married Money Financial Counseling. He also served at Trinity Mennonite Church for eight years. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) advisory services, and tax preparation. The firm focuses on diversified, multi-asset portfolios with strategic allocation and rebalancing, and combines a large non-discretionary asset base with integrated tax and accounting services.

Timothy Dukeman is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Teeple Wealth Management since 2019 and has prior experience at Zaxbys, Jefferson Media Group, and TQL. He is part of Teeple Snyder Newsome Wealth & Tax Management, which serves individuals, pension and profit-sharing plans, and business clients. The firm provides diversified, multi-asset portfolio management, financial planning, ERISA 3(21) advisory services, and integrated tax preparation and accounting.

Emily Turner is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with four years of industry experience. She holds a Series 65 designation and has worked at Ronald Blue Trust and the Central Indiana Community Foundation. Outside of her advisory work, she was involved with Mission Guatemala and served with Biz Hounds at the University of Indianapolis. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business clients with services including asset management, financial planning, ERISA 3(21) plan advisory, and tax preparation. The firm emphasizes goal-focused, diversified portfolios and offers both discretionary and primarily non-discretionary management, supported by integrated accounting and tax services.

Aaron Downs is a Series 65-licensed advisor at Teeple Snyder Newsome Wealth & Tax Management in Louisville, KY, with two years of industry experience. Prior to joining Teeple Wealth Management, LLC, he worked at Dynacraft for ten years. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) plan advisory, and tax preparation services. The firm’s investment approach emphasizes goal-focused, diversified multi-asset portfolios with strategic allocation and regular rebalancing, complemented by integrated tax and accounting services.

Zachery Price is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management in Louisville, KY, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Investment Distributors Inc, Protective Life Insurance Company, and Inspire Private Wealth Management. He has also been involved with Southeast Christian Church and operates a sole proprietorship. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) plan advisory, and tax preparation services. The firm employs a goal-focused investment approach centered on diversified, multi-asset portfolios with strategic allocation and rebalancing, and maintains a notable integrated tax and accounting practice alongside a Schwab Institutional Intelligent Portfolios platform for select clients.

Richard Elsbury Jr. is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and operated as a sole proprietor. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) plan advisory, and tax preparation services. The firm employs a goal-focused investment process centered on diversified, multi-asset portfolios with strategic allocation and rebalancing, and it integrates accounting and tax services alongside its advisory offerings.

Mark Olsen is a CFP® with eight years of experience and is affiliated with Teeple Snyder Newsome Wealth & Tax Management in Brownsburg, IN. He has worked at multiple firms including HD Vest and Lehman's Terms, and currently operates Olsen Enterprises LLC, which provides financial statement compilation and review engagements along with tax and accounting services. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients with asset management, financial planning, ERISA plan advisory, and tax preparation services. The firm’s investment approach emphasizes diversified, multi-asset portfolios with strategic allocation and regular rebalancing, complemented by an affiliated accounting practice and a Schwab Institutional Intelligent Portfolios “Liftoff” program for select clients.