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 &...
Bryce 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...
Jay Jarvis
Agency Business Development Manager
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...
Lori Kolbus
Client Services Manager
317-846-8742
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...
Kimberly Diaz
Client Services Coordinator
317-846-8742
Lynn Olson
Service Operations Specialist
317-846-8742
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...
Stacey Brattain
Operations Support Specialist
317-846-8742