Broker Check

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

(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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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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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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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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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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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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