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 &

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.

Tony Hutton

Investment Portfolio Manager

Tony is responsible for day-to-day Asset Management duties at Halter Ferguson Financial, Inc. He holds a Bachelor of Science in Business Administration from Marquette University with a specialization in Economics. Prior to joining Halter Ferguson Financial, he worked as a Private Client Advisor for Schwab Private Client and was the Director of Research for Quantitative Advantage, LLC. Tony also spent several years specializing in options trading for the Charles Schwab Company, Inc. to include three years working at the Chicago Board Options Exchange, Cboe®. He has over 20 years of professional service in the investments arena.

Tony lives in Indianapolis and is proud to call himself a Hoosier, having been born and raised in Valparaiso, IN. He is the father of three beautiful, still-young children as well as a goldendoodle; they keep him busy. Tony’s rare free time is typically spent writing software, travelling or on the golf course working towards a “non-teen handicap” which he has yet to achieve, an endeavor he insists will persist until successful.

Benjamin Weber

Personal Financial Planner

Ben works with the Financial Planning Team to serve the firm’s planning clientele. He has a Bachelor of Science in Finance and Financial Services from Indiana State University. Ben joined the firm in November of 2020 and has industry experience since 2017. He enjoys helping clients obtain clarity, peace of mind, and organization around their finances to allow them to focus on their life goals and dreams.

Ben resides in Indianapolis and loves the Circle City. He thoroughly enjoys spending time with his sister, nephew, and immediate family. Ben enjoys many extracurricular activities: reading, boating, fitness & exercise, nutrition, and ping-pong, to name a few. Outside of work, Ben is a devoted volunteer for his fraternity, Pi Kappa Alpha. He enjoys giving back to his community and those he is around.

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

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.

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.

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

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.