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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John Montgomery

Insurance Planner

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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