Our Indianapolis Financial Advisors

Halter Ferguson Financial was founded in 1986 and with our financial advisors in Indianapolis, Indiana. As financial advisors, We primarily serve individuals and families in the Central Indiana area including Brownsburg, Carmel, Fishers, and Zionsville. Our team of Indianapolis financial advisors offers experience in asset management and financial planning services to help you make better financial decisions to achieve your financial goals. We take the time to listen to your personal situation, identify your goals and needs, and build an investment portfolio or financial plan to suit your situation. It is a wealth management approach. In the video we mention that in 2016 & 2017 AdvisoryHQ.com named us a top 10 best financial advisor in Indianapolis. Here is the award criteria disclosure.

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Call or e-mail today to arrange a meeting with a financial advisor and learn how you can enjoy the Halter Ferguson Difference.

Bradford Ferguson, CFA

Professional Investment Management

Brad is the chief investment strategist for Asset Management at Halter Ferguson Financial, Inc. Brad graduated with a Bachelor of Arts in economics and statistics from Northwestern University and is a Chartered Financial Analyst™ charter holder. Prior to joining Halter Ferguson Financial, Brad was a stock options trader on the Chicago Board of Options Exchange for 5 years.

Brad is Past President of the CFA Society of Indianapolis and served on the Finance Council of Saint Maria Goretti Church. Brad has been a financial advisor for more than 12 years. Brad manages investments for individuals, families, small business owners, and 401(k) plans. Brad and his wife, Ann-Marie, are enjoying life as parents of two girls, Margaret Grace and Bridget Rose. They enjoy comedy shows, cooking, traveling, and family get-togethers.

Tiffany White, CFP®

Personalized Financial Planning

Tiffany is responsible for Financial Planning at Halter Ferguson Financial, Inc. She has a Bachelors in Economics with a focus in Accounting and Communications from DePauw University and is a CERTIFIED FINANCIAL PLANNER™ professional. Tiffany joined the firm in May of 2007. She has more than twelve years experience in the finance industry. Since 2012, she has been a financial advisor and a member of the Financial Planning Association. Tiffany enjoys working closely with the firm’s clients and assisting them in achieving their personal financial goals.

She resides in Indianapolis with her husband Tri and son Carter. Tiffany and her husband enjoy gardening, cooking and entertaining, hiking, biking, and spending time with family and friends.

Scott Ferguson, CFP­­®

Indianapolis Financial Advisor

Scott is responsible for Asset Management at Halter Ferguson Financial, Inc. Scott is a graduate of College of William and Mary is a CERTIFIED FINANCIAL PLANNER™ professional and has been an active member of the Financial Planning Association of Greater Indiana since 1991. He has managed investments for 30 years. As a financial advisor, Scott offers active investment management for individual investors and families, small business owners, and corporate 401(k) plans.

Scott Ferguson served as President and Chairman of the Financial Planning Association of Greater Indianapolis and was a Founding Director of the Build Indiana Council. In 2015, Scott celebrated his 50th Wedding Anniversary with his college sweetheart, Pam, whom he met at the College of William & Mary. Both Scott and Pam are active in the Indianapolis Great Banquet, the Central Indiana Porsche Club, and enjoy wine collecting.

Kelly Englert

Client Services & Compliance Assistant

Kelly is responsible for Asset Management client accounting, reporting, servicing and assisting in compliance for the financial advisors. She has been with Halter Ferguson Financial for 14 years and has assisted the Indianapolis financial advisors with taking care of clients needs. Kelly has Bachelor of Science and a Masters in Adult Education from Indiana University.

Kelly and her husband Curt have lived in Indianapolis with their two daughters since 1991. They are active in St. Matthews Church and visit their daughters at IU and Ball State. When she has free time Kelly enjoys spending time with family and friends, traveling and reading.

Lisa Angelo

Executive Assistant

Lisa is responsible for special projects for all of our financial advisors in Indianapolis and assists in many areas of our operations. She started with Halter Ferguson in August 2016. Lisa attended the University of Wisconsin with concentration in sociology and communications. She is a Wisconsin native who relocated to Indiana in 2003.

Lisa and her husband Tony live on the south side of Carmel with their son, Lincoln. The grade schooler keeps them busy! Every spring they enjoy taking a trip to Pennsylvania to visit Tony’s family in the Lancaster area. In her free time, Lisa enjoys reading, movies, and writing fiction. She is a member of the Romance Writers of America and treasurer for the Indiana Chapter.

Local Businesses and Organizations

These are organizations that are local to us. We are not necessarily members of a given organization.

Visit Indy: Official Tourism Site of Indianapolis
City of Carmel
Town of Brownsburg
Town of Zionsville

Brad Ferguson Indianapolis financial advisor

Bradford Ferguson, CFA - Professional Investment Management

Brad is the chief investment strategist for Asset Management at Halter Ferguson Financial, Inc. Brad graduated with a Bachelor of Arts in economics and statistics from Northwestern University and is a Chartered Financial Analyst™ charter holder. Prior to joining Halter Ferguson Financial, Brad was a stock options trader on the Chicago Board of Options Exchange for 5 years.

Brad is Past President of the CFA Society of Indianapolis and served on the Finance Council of Saint Maria Goretti Church. Brad has been a financial advisor for more than 12 years. He manages investments for individuals, families, small business owners, and 401(k) plans. Brad and his wife, Ann-Marie, are enjoying life as parents of two girls, Margaret Grace and Bridget Rose. They enjoy comedy shows, cooking, traveling, and family get-togethers.

Tiffany White Indianapolis financial advisors

Tiffany White, CFP® - Personalized Financial Planning

Tiffany is responsible for Financial Planning at Halter Ferguson Financial, Inc. She has a Bachelors in Economics with a focus in Accounting and Communications from DePauw University and is a CERTIFIED FINANCIAL PLANNER™ professional. Tiffany joined the firm in May of 2007. She has more than twelve years experience in the finance industry. Since 2012, she has been a financial advisor and a member of the Financial Planning Association. Tiffany enjoys working closely with the firm’s clients and assisting them in achieving their personal financial goals.

She resides in Indianapolis with her husband Tri, who she’s been married to since October of 2013. Together, they are proud parents of a baby boy, Carter. Tiffany and her husband enjoy gardening, cooking and entertaining, hiking, biking, and spending time with family and friends in their free time.

Scott Ferguson financial advisor in Indianapolis

Scott Ferguson, CFP­­® - Indianapolis Financial Advisor

Scott is responsible for Asset Management at Halter Ferguson Financial, Inc. Scott is a graduate of College of William and Mary is a CERTIFIED FINANCIAL PLANNER™ professional and has been an active member of the Financial Planning Association of Greater Indiana since 1991. He has managed investments for 30 years. As a financial advisor, Scott offers active asset management for individual investors and families, small business owners, and corporate 401(k) plans.

Scott Ferguson served as President and Chairman of the Financial Planning Association of Greater Indianapolis and was a Founding Director of the Build Indiana Council. In 2015, Scott celebrated his 50th Wedding Anniversary with his college sweetheart, Pam, whom he met at the College of William & Mary. Both Scott and Pam are active in the Indianapolis Great Banquet, the Central Indiana Porsche Club, and enjoy wine collecting.

Kelly Englert, Client Services

Kelly Englert - Client Services - Compliance Support

Kelly is responsible for Asset Management client accounting, reporting, servicing and assisting in compliance for the financial advisors. She has been with Halter Ferguson Financial for 14 years and has assisted the Indianapolis financial advisors with taking care of clients needs. Kelly has Bachelor of Science and a Masters in Adult Education from Indiana University.

Kelly and her husband Curt have lived in Indianapolis with their two teenage daughters for 23 years. They are active in St Matthews Church and Bishop Chatard High School and spend most of their time watching their daughter’s Volleyball and Soccer games . When she has free time Kelly enjoys reading and cookouts with friends and family.

Local Businesses and Organizations

These are organizations that are local to us. We are not necessarily members of a given organization.

Visit Indy: Official Tourism Site of Indianapolis
City of Carmel
Town of Brownsburg
Town of Zionsville