Bill Robertson
LPL Financial Advisor
Bill Robertson
LPL Financial Advisor
Series 4, 7, 24, 28, 63, 65 held with LPL Financial
Bill grew up in Mooresville, IN. He has lived in the Center Grove/Bargersville area since 1992. Bill and his wife Kim together have four adult children and three grandchildren. Bill earned his bachelor’s degree from IUPUI while working full time at AT&T. Bill and Kim are thankful for the community they live in. They have volunteered at Emmanuel Church, Kim ran DWAP, an after-school program for Center Grove middle school students. Bill is a former board member for the Greenwood Economic Development committee, Center Grove Little League, Bantam Football, Horizon House and Champ Camp. Bill participated in the The Leadership Johnson County program at Franklin College as well as The Director’s Staff at the Murat Shrine. Bill and Kim currently support Blessings in A Backpack. Bill believes his experience brings value to his client relationships and he loves being able to make a difference for his clients. Bill and Kim enjoy sharing time with their friends and family, especially grandchildren, traveling, and reading.
Angie Sodrel
LPL Financial Advisor
Angie Sodrel
LPL Financial Advisor
Series 6, 63, 65 & SIE held with LPL Financial
Angie grew up in Greenwood and graduated from Greenwood High School. She has lived in the Center Grove/Bargersville area since 1991. Angie has 3 children, Katie, Zeke and Jackson as well as a grandson Ezekiel, a bonus grandson, Carter, and a grandson, Colton. She is involved in her community by serving on the board of KIC-IT of Johnson County (they serve homeless focusing on ages 16-25) and has been involved with Center Grove Blessings in a Backpack for several years. She is the Vice President on the board of YES Ministries and is highly active in her church as a youth group leader for ages 6th-12th grade. Angie earned her bachelor's degree from University of Indianapolis and has almost 29 years experience involving banking and investments. Angie believes she adds a lot of value to her client relationships and wants to make a difference in not only young people's lives but in her clients' lives as well. She enjoys reading and spending time with her family.
Dan Gandolph
LPL Financial Advisor
Dan Gandolph
LPL Financial Advisor
Dan Gandolph is a graduate of Center Grove High School and currently resides in Greenwood, IN. He attended Saint Joseph’s College on football and academic scholarships, where he graduated in May 1997 with a Bachelor of Science in Business Management. Immediately after college, he founded Gandolph Financial Services, where he has been helping individuals and small businesses establish future financial plans ever since. Dan Gandolph is married to his wife, Amy, and they have four wonderful children: Ava, Maddox, Brody, and Isla. In his spare time he enjoys sports, construction/remodeling, fishing, travel, and spending time with his family. Dan is very active in the community and was even a wrestling coach at Center Grove High School for 10 years.
Dan strives to provide an additional personal touch by coming to you. He feels the best conversations occur in the comfort of one’s home, but is more than willing to meet at your place of work, for lunch, or perhaps a cup of coffee!
For more information on our partner at Gandolph Financial, click here.
Nanette Hearl-Potter
Bargersville Office Manager
Nanette Potter
Bargersville Office Manager
Originally from Johnson County, Nanette Potter recently moved to Shelby County with her husband Roy and two children Baleigh Anne and Roy. Nanette has enjoyed a diversified career path spending thirteen years in the jewelry business, starting as a part time sales associate and working into management and finishing up as a Goldsmith. The next thirteen years were spent in the law field, starting as a receptionist and quickly moving into other roles, finishing that career with case management and increasing case productivity by 300%. Nanette looks forward to at least the next thirteen years learning every aspect of the financial world and assisting her Advisors in creating the best experience for our customers. In her spare time, Nanette and Roy enjoy glamping, exploring their new Shelby County sixteen-acre property, and spending time with family.
