Broker Check

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 &...

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Lori Kolbus
Client 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...

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Bryce A. McLeish

Associate Financial Advisor



Bryce began his career in the financial services industry in 2019 when he began working in an insurance agency while still attending college. He earned his bachelor’s degree in finance and insurance at Indiana State University in...
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John Montgomery

Insurance Planner



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...

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