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.

Bradford Ferguson, CFA

Professional Investment Management &
President

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 &
Vice President of 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 seventeen 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.

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 since 2000 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 now empty-nesters and active in St. Matthews Church. When she has free time Kelly enjoys spending time with family and friends, traveling and reading.

Lisa Angelo

Creative Assistant &
Financial Planning Client Services

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. She loves reading and watching movies. In another life, Lisa has a pen name and is a romance author with Evernight Publishing, her debut novel will be released in Spring 2020.

Teresa Sandifer

Executive Assistant

Teresa started at Halter Ferguson Financial in January 2019 as the executive assistant to Bradford. She has over 20 years’ experience in office administration and executive support and is a graduate of Anderson University.

She has been married for 34 years and has two adult daughters, one son-in-law and a fourteen-month old granddaughter. Her husband, Bill, is a pastor in Avon. Teresa enjoys getting to know the clients and being part of the team.

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

Top Ranked Financial Advisor by AdvisoryHQ Four Years Running

In the video above, we mention that AdvisoryHQ.com named us a top 10 best financial advisor in Indianapolis. Here is the award criteria disclosure.