Meet Dirk

Dirk Kuehler

Financial Advisor, CFP

Dirk has been interested in the world of finance even before he was in high school. For his 11th birthday, Dirk’s father gave him $1,000, not to spend but to invest. From that time, Dirk has had a deep respect for how challenging long-term investing can be.

“Helping clients stay on track and achieve their goals is the ultimate satisfaction for me,” he says. “It’s why people want to invest in the first place.”

Educating investors, helping them solve problems, and avoiding the regular stresses of personal finance and money management are some of Dirk’s favorite parts of the job.

Dirk grew up in New Smyrna Beach, Florida and went on to attend Stetson University. There, he earned a degree in Finance and played on the men’s golf team. Dirk continued his academic and athletic career in graduate school at Southern Illinois University-Carbondale. Dirk left SIU with an MBA (Finance) and moved to Indianapolis to begin his career.

When’s he not working, Dirk can be found at the golf course or cheering on the Miami Dolphins. Dirk lives in Downtown Indianapolis and enjoys being in the heart of the city. 

it’s the way we treat people.

Our philosophy centers around a simple technique that starts with the planning process.
It’s not so much our process that makes us different,

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