Team
At Petry Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?*
- Are my investments working hard enough?*
- What’s the best approach for college savings?*
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Daryl Petry, Zachary Petry, Michael Brutout, and Mark Sherman through their affiliation with Avantax.
Daryl Petry, CPA
Financial Advisor and Tax Accountant
(317) 565-6631
Lisa Phillips
Client Services Manager
(317) 565-6632
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.
Mark Sherman
Financial Advisor and Tax Accountant
317-565-6634
Charla Grimes
Bookkeeper
317-565-6633
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...