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 semi-decent golfer, a swim dad for two daughters and I am a big fan of 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 still no hole-in-one (not yet)

Credentials
BS in Finance; Butler University
22 years in the Financial Services Industry
Series 65 Certified for Investment Adviser Representatives
Licensed Insurance Agent – Health and Life

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

Kevin has over 22 years experience in the financial services industry specializing in risk management strategies, investment management, and financial planning. He uses these same principles and experience when designing investment portfolios and financial plans for our clients. He is currently a Principal at Park and Elm and serves as an Investment Advisor Representative where he leads the firm’s overall investment strategy and compliance programs. He feels leading a truly independent firm allows for the client to be represented in a fiduciary manner. He lives in Carmel, IN with his wife of 18 years, their two children, and dog, Otis.

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

<strong>Brandi Owens</strong>
Brandi OwensDirector of Operations
Who Am I?
I’m a travel enthusiast, animal lover and a boy mom to one!
First Concert – Goo Goo Dolls
Fun Fact: I am left handed.
Weird Facts: One thing I can not live without is Chapstick!

Credentials
BS in Public Administration/Organizational Leadership & Economics Minors; Ferris State University
Master of Business Administration; University of Phoenix

Brandi is responsible for coordinating the day-to-day support activities for the firm. Specifically, all communications to clients, including newsletters and blogs, client services, and account maintenance. She is a liaison for both our clients and our corporate partners. Brandi joins the team with 17 years of operational and financial management experience from previous roles centered around the small business sector. She enjoys being part of a small team where hard work and dedication is a priority. She currently lives in Brownsburg, IN with her husband Jason, their son Liam and dog Maverick.

<strong>Emily Ward</strong>
Emily WardClient Services Coordinator
Emily Ward is the Client Services Coordinator at Park and 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.
Investment Advisors Indiana

We work with a network of independent investment advisors across the country 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 and Elm is there
to help you find financial peace of mind.

 

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