Meet the Team
Adan H. Diaz, CFP®, CRPC®Certified Financial Planner® practitioner Chartered Retirement Planning Counselor®
Adan has been involved in the financial services profession since 1993. He earned a bachelor’s degree in engineering from Purdue University in 1987. Adan gained valuable business experience working with IBM and Crowe Chizek &...
Lori KolbusClient Services Manager
Lori joined Fresco Financial Advisers in March of 2014. Lori joined the rapidly growing company to fill the need for a Client Services Coordinator. Lori earned her B.S. degree when she graduated from Ball State University, and she has...
Bryce A. McLeish
Associate Financial Advisor
317.846.8742
John Montgomery
Insurance Planner
317-846-8742
John grew up in a small town in western Indiana, just North of Terre Haute, and graduated with a Bachelor of Science degree from Indiana State University in 1987. While at ISU, he gained experience in his field of business management...