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 financial planning client services and special projects for all of our financial advisors in Indianapolis. 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 released Spring 2020.

Teresa Sandifer

Executive Assistant

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.

Ann-Marie Ferguson

Client Relationship Specialist

Ann-Marie is responsible for assisting staff in providing client services, front office duties and helping serve our clients through meetings and special events. She started with Halter Ferguson in August 2020. Ann-Marie is a graduate of Saint Joseph’s College with a Bachelor of Science in Medical Technology. She has over 20 years of sales and global marketing experience.

Ann-Marie and Bradford have been married since 2011 and have 2 girls, Margaret and Bridget. She is a PTO board member and active volunteer with Saint Maria Goretti school and parish. She is a Chicago area native and still follows the Chicago Cubs. She enjoys cooking, traveling and spending time with family and her Dinner Club of over 17 years.

Amanda Lyons

Client Services Specialist

Amanda started with Halter Ferguson in August 2020 and is responsible for providing client services, special projects, front office support and operations. She has a Bachelor of Science in communication with a concentration in public relations from University of Indianapolis. Amanda brings more than 8 years of management experience, mostly in the not-for-profit sector.

Amanda lives in Indianapolis with her husband Jordan, their children Vada and Jack and two beagles. They are active parishioners at Holy Spirit Geist in Fishers and enjoy entertaining with family and friends, traveling and the outdoors, baking and crafting.