MEET YOUR TEAM

We build our team with people who have a passion for helping others, whether a client of the firm or a community member.

<strong>Kevin Ward</strong>
Kevin WardPrincipal
Who Am I?
I’m a golfer, a swim dad, I have 2 daughters and I love the Cincinnati Bengals.
First Concert – Jimmy Buffet
Fun Fact: I played football for Butler University
Weird Facts: I love to attend CrossFit classes, I was a wrestler in High School, and I don’t like snakes.

Credentials
BS in Finance; Butler University
20 years in the Insurance Industry
Series 65 Certified, Licensed in Insurance

“I became a Financial Advisor because I want to help investors of all economic classes prepare for a peaceful retirement.”

Kevin has over 20 years experience in the financial services industry specializing in risk management strategies for corporate clients and their employees. He uses these same risk management principles when designing investment portfolios for our clients. He is currently a Principal at Park + Elm and serves as an Investment Advisor Representative where he leads the firm’s overall investment strategy and compliance programs. He lives in Carmel, IN with his wife of 15 years, their two children, and dog.

Want to connect with Kevin? Click on his PICTURE to schedule time on his calendar!

<strong>Kara Hieser</strong>
Kara HieserDirector of Communications and Client Relations
Who Am I?
I’m a sports nut (especially for the Hoosiers), a neighborhood leader, I have 2 kids and love to run. Home decorating is my passion on the side!
First Concert – Whitney Houston
Fun Fact: I vacation in a vintage 1962 Frolic Camper with my family
Weird Facts: I loved WWE’s Ultimate Warrior as a kid; I love vacuuming and my Honda Odyssey!

Credentials
BA in Communication, Business/Math Minors; IU Bloomington
18 years with Park + Elm
Series 65 Certified

“I want to use my experience in this industry to shape the client experience on the long journey to retirement”

Kara is responsible for all communications to clients, including newsletters and blogs, client services, portfolio related communication, and account maintenance. She is also a liaison for clients, custodians, and corporate partners; with experience in portfolio design, and investment research.

<strong>Emily Ward</strong>
Emily WardClient Services Coordinator
Emily Ward is the Client Services Coordinator at Park + Elm Investment Advisers, LLC. In this capacity, her main responsibility is assisting with the marketing, procurement, and scheduling needs of the firm. Additionally, she assists with all client-services. Emily and her husband, Kevin, live in Carmel and have two children – Lexie and Allie. She attended Butler University in Indianapolis, Indiana and recieved her degree in Elementary Education. She taught public school for over 6 years before taking time off to be home with her children. Outside of the office, Emily enjoys watching her children in various sporting events, reading, volunteering and traveling.

We work with a network of independent investment advisors across the Midwest and each one is held to the fiduciary code. They all follow our standard of fully transparent operations and are legally bound to continually monitor your ever-changing financial situation.

No matter where you are, Park + Elm is there
to help you find financial peace of mind.

Southeast Indiana
Jason Comer
812-756-2349
jason@park-elm.com

Contact Park + Elm to learn more about how we can start solidifying your financial security today.