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Team

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Daryl Petry, CPA

Financial Advisor and Tax Accountant

(317) 565-6631

(317) 565-6631

Daryl@dpetrycpa.com

Daryl graduated from Manchester College with a Bachelor of Science degree in Accounting and has been working with clients concerning financial matters since that time when he started working for a small tax and accounting practice in...
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Jeremy Gates

Financial Advisor and Tax Accountant

317-565-6637

317-565-6637

Jeremy@dpetrycpa.com

Jeremy graduated from Indiana University (Bloomington/Columbus) with a Bachelor of Science in Business Finance in 2003. He worked in the financial services industry for Ameriprise and Charles Schwab before returning to school at IUPUI...
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Lisa Phillips

Client Services Manager

(317) 565-6632

(317) 565-6632

Lisa@dpetrycpa.com

Lisa has served as the Client Services Manager for Petry Wealth Management since 2009. As such, she manages the marketing and operations of the firm including account setup and maintenance, client requests, and communications. Lisa...
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Mark Sherman

Financial Advisor and Tax Accountant

317-565-6634

317-565-6634

Mark@dpetrycpa.com

Mark received his Bachelor of Science in Accounting from Manchester College in 1979 and began his professional career working as a CPA for Price Waterhouse. Mark is an IRS Enrolled Agent (EA) and an Advisory Representative with Avantax...
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Michael Brutout

Financial Advisor & Tax Accountant

317-565-6638

317-565-6638

michael@dpetrycpa.com

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...

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Zach Petry

Financial Advisor & Tax Accountant

(317) 565-6630

(317) 565-6630

Zach@dpetrycpa.com

Zach graduated from Indiana University in 2017 with a Bachelor of Science Degree in Accounting.  He is an Enrolled Agent with the IRS and an Advisory Representative with Avantax.

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