Broker Check

Meet the Team

Adan H. Diaz, CFP®, CRPC®
Certified Financial Planner® practitioner 
Chartered Retirement Planning Counselor®

317-846-9702

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

317-846-9702

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 McLeish

Associate Financial Advisor

317.846.9702

317.846.8742

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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Jay Jarvis

Agency Business Development Manager

317-846-9702

Jay’s role with FRESCO Financial Advisers is working with the agency helping as it relates to financial products and agency development. Jay grew up and still resides in the Cincinnati, Ohio area where he graduated with a degree...

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John Montgomery

Business Development and Operations

317-846-9702

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...

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Lynn Olson

Associate

317-846-9702

Lynn is the newest team member to join FRESCO Financial Advisers, bringing over 25 years of experience working in the financial industry with her. Lynn currently holds her Series 6,7,63,66 and 24 licenses. She takes pride in providing...

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