Beau Browning, ChFC
Beau Browning, ChFC
Partner
Series 7, 63, 26 held with LPL Financial
Beau Browning, originally from Shelbyville, resides in Fishers with his wife, Mary and daughters, Michaela & Capri. Beau currently sits as acting President on the Board of Directors for the Shelby Senior Services. Previously he served 9 years on the Shelby County Chamber of Commerce Board, where he was President in 2016. He is a passionate advocate for the local United Fund in Shelby County (SCUFFY), where he served as its 2014 Annual Drive Chair and 2015 Board President. Beau also plays a role in several other local organizations including the Blue River Community Foundation and Major Hospital Foundation. In addition, Beau is a parishioner of St. Louis de Montfort Catholic Church in Fishers. In his free time, he enjoys travelling to the mountains with family and friends and rooting for the New York Yankees.
AWARDS
2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 Five-Star Professional Wealth Manager1
2015, 2016, 2017, 2018, 2019, 2020, 2021 LPL Financial Director's Club2
1Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 Managers.
2LPL Club Level is based on annual production.
Jason Pike
Jason Pike
Partner
Series 6, 7, 63, 65 held with LPL Financial
Originally from Rushville, Indiana, Jason Pike holds dual residency in Rushville as well as Knoxville, Tennessee with his wife, Jodi, and two daughters, Ella and Claire. Jason currently sits on the Board of Directors for the Shelby County United Fund (SCUFFY), and is a member of the Knights of Columbus Sacred Heart Council (#822). He and his family are members of The Cathedral of the Most Sacred Heart of Jesus Catholic Church. Previously, Jason was an active board member for Girls Inc and held the office of President in 2020. Jason’s family truly enjoys the outdoors and can be found hiking and boating in their spare time together.
AWARDS
2016 LPL Financial Freedom Club2
2019, 2020, 2021, 2022, 2023 Five-Star Professional Wealth Manager1
Connect with Jason on LinkedIn
1Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 Managers.
2LPL Club Level is based on annual production.
Brent Thoman
Brent Thoman
Partner
Series 7, 63, 65, 24 held with LPL Financial
Brent Thoman—a lifelong resident of Shelby County—lives in Shelbyville with his wife, Amanda, and three children: Cooper, Camden, and Kendall. Brent is a graduate of the University of Indianapolis where he played four years of baseball for the Greyhounds. He currently serves as a committee member for its Unrestricted Community Funds with the Blue River Foundation. Brent is also Chair of the Major Legacy Society Committee through the Major Health Partners Foundation. He sits on the Finance Committee and the Board for the Major Health Partners Foundation. He is a parishioner of St. Joseph Catholic Church in Shelbyville, volunteers as a member of their Finance Committee and PTO, and is a member of the Knights of Columbus Sacred Heart Council (#882). Brent is a former assistant baseball coach for Shelbyville High School for 13 years and is an active alumnus with the University of Indianapolis Greyhound Club. He now is coaching his sons in basketball and baseball at the Shelbyville Middle School. In his spare time, he enjoys coaching his sons in baseball and basketball along with watching his daughter in dance, volleyball, and basketball competitions. He loves being outside playing with his children and spending time with his wife.
AWARDS
2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 Five-Star Professional Wealth Manager1
2020, 2022 LPL Financial Director's Club2
2019 LPL Financial Freedom Club2
Connect with Brent on LinkedIn
1Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 Managers.
2LPL Club Level is based on annual production.
Andrea Lee, CFP®
Andrea Lee, CFP®
Financial Advisor
Series 7, 66 held with LPL Financial
Prior to joining the financial world, Andrea earned her degree in Exercise Science from Indiana University and spent years motivating her clients to achieve their fitness goals. As her children reached school age, Andrea found herself searching for new challenges and ways to help others work toward their dreams. As a daughter of a successful CPA, investing was often a topic of discussion in her house growing up, which helped her to realize her second passion: financial planning. Now, as a licensed financial advisor, Andrea coaches her clients toward financial fitness, helping them to see the big picture and pursue their life goals.
Connect with Andrea on LinkedIn
Follow Andrea on Twitter
Brett Rice, CPFA
Brett Rice, CPFA
Financial Advisor
Series 7, 66 held with LPL Financial
Brett Rice has lived in Shelby County for over 40 years. In 1990, he graduated from Shelbyville High School and pursued an Industrial Engineering Degree from Indiana Tech. Brett spent 25 years in manufacturing, working the bulk of those years in supply chain management. He has 3 children: Keaton, Marlee, and Hudson; he spends most of his free time supporting the kids’ school and athletic contests. The Rice family enjoys Walt Disney World vacations and cruises.
Connect with Brett on LinkedIn
Grant Reeves
Grant Reeves
Chief Compliance Officer and Financial Advisor
Series 7, 66 & SIE held with LPL Financial
Grant Reeves has spent roughly a decade serving Rush and Franklin Counties as an attorney. Grant moved into financial advising to complement his existing legal practice, located in Rushville. Grant grew up on a farm in Rush County prior to studying Engineering at Rose-Hulman (B.S.) and the University of Michigan (M.S./M.S.) and Law and Economics at Duke University (J.D./M.A.) Grant is a self-described investment nerd, having loved investing and saving since childhood. With his personal passion and extensive analytical training, crossing over to add financial advising to his legal practice seemed like a natural progression.
Grant resides in rural Franklin County with his wife and kids. He is a member of Salem Friends (Quaker) Church in Union County and plans to be a member of the Franklin County Community Schools Board of Trustees starting in 2021.
Connect with Grant on LinkedIn
Joseph Heller
Joseph Heller
Advisor Support Assistant
Joe has lived between Shelby and Rush County for almost 40 years. In 2000 he graduated from Rushville High School and then pursued an Economics Degree from Wabash College. Joe spent 17 years in manufacturing and logistics working the bulk of those years as a financial analyst. He and his wife Ashley have 3 children: Jackson, Camden & Marlee and their two dogs, Gus and Bama. They spend most of their free time supporting the kids’ extracurricular activities and love following Alabama football.
Jennie Claxton
Jennie Claxton
Director of Operations
Originally from Noblesville, Indiana, Jennie Claxton resides now in Shelbyville with her husband, Ryan, and two daughters, Emma and Sophie. Jennie brings several years of management and more than seven years of operations experience to the coreVISION team. She is an active parishioner at St. Joseph Catholic Church. In her spare time, Jennie enjoys time with family and friends as well as supporting her youngest daughter in gymnastics and horseback riding and her oldest competing in dance, track and cheerleading for the high school.
Sandy Leffler
Sandy Leffler
Director of Client Services
Sandy Leffler is a Shelby County native and lives in Waldron, Indiana along with her husband, Tim. She has two sons, Jacob and Shawn, and is an active member of St. Vincent de Paul in Shelbyville. When not working, Sandy enjoys being outdoors and spending time with her family.
Sandy graduated from Indiana Business College and soon after joined the business in 1983. As Director of Client Services, she oversees the daily operational needs of the office and is first-in-line to offer friendly and efficient service to our many clients.
Brittany Zimny
Brittany Zimny
Director of Marketing
Brittany Zimny was raised in Shelbyville. After a short period of living in Indianapolis, she returned to Shelbyville with her husband, Kevin. They have three sons: Cam, Jordan, and Logan as well as a cat, Sofie and mini goldendoodle, Ollie. Brittany obtained her Bachelor’s degree from Indiana University Bloomington and her Master’s degree from IUPUI. She joined the coreVISION team at the end of 2019 after staying home for three years to raise her boys. Prior to staying home, she worked in marketing, events, and project management. Brittany sits on the Board of Directors for Mainstreet Shelbyville and serves as the Secretary. In her free time, she enjoys DIY projects, watching her kids' extracurricular activities, being outdoors/staying active and spending time with family and friends.
Hannah Rieser
Hannah Rieser
Director of Advisor Support
A lifelong resident of Shelbyville, Hannah, and her husband Dustin, who’s from Danville, decided to remain in the community to raise their children Stella and Jaxton. Hannah’s daughter is a student at St. Joseph Elementary School, where she is a member of PTO. Hannah and her family are members of St. Joseph Catholic Church. Hannah has been an on and off girls’ volleyball coach of all grade levels for 4 years. When she’s not working or coaching, she enjoys spending time with her family, traveling, and crafting with her Cricut.
