Call us now:
317-550-3400
Our Team
We listen to understand your goals, create personalized financial strategies, and build lasting partnerships that evolve with your changing needs.
Jason Llewellyn
CPA, CDFA®
President
An Indiana native, Jason enjoys spending time with his family, cheering on the Colts, and perfecting his swing on the golf course.
Jason takes a holistic, personalized approach to financial well-being, providing clients with tailored guidance based on their unique needs and goals. With a background in accounting and his CDFA® certification, Jason brings technical expertise and genuine commitment to every client relationship. He serves on the IDFA (Institute for Divorce Financial Analysts) Board of Advisors and regularly speaks at legal education forums.
317-550-3404
Christina Harmon
Client Service Associate
With more than 20 years of industry experience, Christina specializes in building trust and strong relationships with clients. Her background in private banking and wealth management for high-net-worth individuals makes her an invaluable resource for our clients.
Christina’s dedication to client service is matched by her passion for supporting our troops and maintaining an active lifestyle. When not assisting clients, she enjoys reading, exercising, attending sporting events, and creating memories with family and friends.
317-550-3406
Andrew Armstrong
Compliance Officer
With more than a decade of experience in compliance and risk management, Andrew keeps our team updated on industry regulations and best practices and ensures our firm adheres to all regulatory requirements. Andrew is a vice president and compliance officer with Dinsmore Compliant Services.
With professional vigilance, Andrew serves as our representative with industry regulators. He’s known for his quick thinking and proactive approach to minimizing risk. His attention to detail serves him well both in maintaining compliance policies and in his passionate pursuit of strategy board games in his free time.
513-832-5385
“We have one goal when working with individuals going through divorce. Whether it’s monthly budgeting, income tax planning, or long-term financial planning, our goal is to provide peace of mind to you that your best interests are being looked out for.”
– Mark Idzik, Financial Advisor