How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Charla Grimes
Bookkeeper
317-565-6633
Daryl Petry, CPA
Financial Advisor and Tax Accountant
(317) 565-6631
Lisa Phillips
Client Services Manager
(317) 565-6632
Mark Sherman
Financial Advisor and Tax Accountant
317-565-6634
Michael Brutout
Financial Advisor & Tax Accountant
317-565-6638
Michael received his Bachelor of Science in Accounting from Ball State University in 2013. After spending two years with a local firm in Northwest Indiana, Michael moved to Noblesville to work for a regional firm in their tax...
Zach Petry
Financial Advisor & Tax Accountant
(317) 565-6630
Zach recently joined Petry Wealth Management and has one tax season under his belt. Zach joined H. D. Vest Finanical Servicessm in 2011 and holds the Series 7, 63 and 65 licenses.