Broker Check

Meet the Team

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

317-846-9702

adiaz@frescofa.com

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

lkolbus@frescofa.com

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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Deidre Phillips
Administrative Assistant

317-846-9702

dphillips@frescofa.com

Deidre Phillips is happily married with 5 sons. Deidre has worked as an administrative assistant for the last 15 years in various fields. Deidre and her family live in Indianapolis. She enjoys watching movies and spending time with her...

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John Montgomery

Associate

317-847-4097

317-846-8742

jmontgomery@frescofa.com

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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