Gary Pittsford, CFP® Michael Kalscheur, CFP® John Wheeler, CFP® CPA/PFS Darren Nyce, CFA Amy Hayes Marcie Gronberg

"Our team shares the philosophy that every family we work with knows the strategies we put together are specifically designed for their needs. Each advisor within our office is backed by a team of experts that work every day to design and update financial blueprints and to help our clients meet their financial goals for themselves and each generation of their family."
-- Gary Pittsford

 

Gary Pittsford, CFP ®

Gary Pittsford, CFP ®

Gary Pittsford, CFP®

President and CEO
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Gary has over four decades of comprehensive fee-only financial advisory experience, is a Certified Financial Planner and has held numerous leadership positions locally and nationally. Gary has also spoken at many national conventions, contributed to and written articles for industry-specific and national publications, and received many accolades.

National Appointed Activities
2011 - Present: Small Business Council Member, United States Chamber of Commerce
2009 - 2011: New Fund Committe Member, National Cooperative Business Association
1998 - 1999: Board of Directors, National Association of Personal Financial Advisors
1997 - 1999: Board of Directors, International Warehouse Logistics Association
1988 - 1990: Board of Trustees, National Foundation for Financial Planning
1984 - 1987: Member, The National Ethics Committee (IAFP)
1984 - 1985: Chairman of the Board, National Association of Personal Financial Advisors
1983 - 1986: Board of Directors, International Association for Financial Planning
1983 - 1984: President, National Association of Personal Financial Advisors

State and Local Appointed Activities
2009 - 2012: Small Business Committee Member, Indiana Chamber of Commerce
1994 - 2000: Chairman, Purdue University Financial Counseling Program Advisory Board
1992 - 1996: Board of Directors, Indiana Society to Prevent Blindness
1980 - 1981: President, Indiana Chapter of the International Association for Financial Planning
1978 - 1982: President, Anderson Economic Development Commission

Associations
National Cooperative Business Association (NCBA)
National Association of Professional Financial Advisors (NAPFA)
Financial Planning Association (FPA)
U.S. Chamber of Commerce

Convention and Industry Presentations
Ace Hardware
Anderson University
Ball Memorial Hospital
Ball State University
Bekins
Blue Hawk
Carpet One Floor & Home ®
Do It Best Hardware
Evergreen Marketing
Flooring America
Furniture First
HDA Truck Pride
IDC-USA
Illinois Academy of Family Physicians
Independent Welding Distribution Cooperative (IWDC)
Indiana Business Bank
Indiana Continuing Legal Education Forums
Indiana University Medical School
Institute of Advanced Financial Planners
Institute of Certified Financial Planners Retreat
International Design Group (IDG)
International Warehouse Logistics Assocation (IWLA)
IS Group
Lighting One
Mayflower
Nemeon
National Association of Personal Financial Advisors (NAPFA)
National Coop Business Association (NCBA)
National Lumber Dealers Association
National Retail Hardware Association (NRHA)
North American Movers Association
Orgill
Pro Source
Purdue University
Purina
Texas Warehouse Association
The Drake Group
Triple-S
True Value Hardware
University of Chicago School of Medicine
United Hardware
Wallace Hardware

Published Articles
The Wall Street Journal
USA Today
Money Magazine
The New York Times
Dow Jones Investment Advisor
Medical Economics
Financial Planning Magazine
Worth
Bottom Line Personal
Bloomberg.com
Indianapolis Business Journal
The Indianapolis Star
Personal Financial Planning Magazine
PR Newswire
US Chamber's Free Enterprise Magazine
Indiana Chamber's Biz Voice Magazine
NRHA's Hardware Retailing Magazine
TheHardwareConnection.com
Industrial Distribution
InsideIndianaBusiness.com
BusinessNewsDaily.com
Casual Living Magazine
Kids Today Magazine
Home Accents Today Magazine
HomeChannelNews.com
USChamberMagazine.com
Hardware+BuildingSupplyDealer.com
Mayflower Warehouseman
3PL Executive
New York News
Boardroom
AWA Newsgram

Accolades
2016: Family Business Magazine recommends Gary's book Your Family Business, Your Family Net Worth on FamilyBusinessMagazine.com
2009: Voted a FIVE STAR: Best in Client Satisfaction Wealth Manager as featured in Indianapolis Monthly Magazine
2008: Voted a FIVE STAR: Best in Client Satisfaction Wealth Manager as featured in Indianapolis Monthly Magazine
2007: Selected one of the 10 Most Dependable Wealth Managers by Goldline Research as featured in the Northwest Airlines NWA Magazine
1998: Voted one of the top 120 financial advisors as featured in Medical Economics
1997: Voted one of the top 250 best financial planners as featured in Worth Magazine
1996: Voted one of the top 200 financial advisors as featured in Worth Magazine
1994: Voted one of the top 60 financial advisors as featured in Worth Magazine
1982: In Money Magazine's article "Seven of the Best" it is said that "among financial planners, no one has a higher reputation than Gary Pittsford."

 

Michael Kalscheur, CFP®

Michael Kalscheur, CFP®

Michael Kalscheur, CFP®

Senior Financial Consultant
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Michael joined Castle Wealth Advisors, LLC in March of 2008 and has over 15 years of experience helping families, business owners and not-for-profit organizations reach their personal and financial goals. Michael earned a bachelor's degree in finance and graduated cum laude from Butler University. He is also a Certified Financial Planner. Before coming to Castle Wealth Advisors, Michael managed the financial planning division of an $8 billion regional bank and spent four years with an institutional investment consulting firm.

Professional Experience
2007-2008: Director of Financial Planning, Comprehensive Financial Planning Services, Zionsville, IN
Michael coordinated and organized financial planning meetings with all new and existing clients, integrated investment, tax and estate planning professionals' expertise into overall financial plans and assisted ownership with long-range business planning and marketing efforts.

2003-2006: Director of Financial Planning, Old National Bank, Wealth Management Division, Indianapolis, IN
Michael directed the financial planning division within Old National Wealth Management, coordinating all aspects of the division, including client service, marketing, development and integration with other bank departments.

1999-2003: Consulting Associate, Fund Evaluation Group, LLC (FEG - a subsidiary of Old National Bank), Indianapolis, IN
Michael assisted the managing principal of this institutional consulting firm with portfolio and investment return analyses for existing client base, including non-profit and for-profit businesses.

Education/Certifications
Bachelor of Science in Finance, Cum Laude, Butler University, Indianapolis, IN
1999: Certified Financial Planner (CFP) designation, CFP Board of Standards, Denver, CO
2006: Hilliard Lyons Financial Planning Wholesaler Training, Louisville, KY

Speaking Engagements
2016: Financial Advisor Magazine's Alternative Investment Conference
2013, 2014, 2015, 2016: True Value Hardware Spring and Fall Reunions
2013: Bostwick-Braun Convention
2013: United Hardware Convention
2012: IPI National Convention
2012: NRHA National Convention
2011: IHM Dayton, OH Conference
2010, 2011: NCBA Annual Meeting & Co-op Conferences
2010: IHM Cleveland Conference
2009, 2011: IHM Chicago, IL Conferences
2008, 2009: IHM National Conferences, Washington, D.C.
2004 - 2007, 2010, 2011, 2012: IHM/HFHE Indiana Conferences (state-wide)
2004, 2007: Indiana Association of Home Educators
2005, 2006: Southwest Indiana Home Educators

Publications
Bi-weekly contributor: ProspectNews.com's Structured Products Daily
August 2012: Quoted on ConsumerReports.org
September and November 2010: Quoted in The Wall Street Journal
February 2010: Quoted in Bloomberg's Business Week
October 19, 2009: Article Published in the Indianapolis Business Journal
September 14, 2009: Quoted on NYTimes.com
Summer 2009: Quoted in TD Ameritrade's Enlightened Investor
October 2008: Quoted in Kiplinger's Personal Finance
Previous contributor: Liberty Tree News, Columbus, IN and The Indianapolis Star's "Your Money" column

Elected Offices
2006 - Present: Perry Township Advisory Board Member, Indianapolis, IN
2004 - Present: Perry Township Precinct Committeeman, Indianapolis, IN

Accolades
2015, 2016: Voted a FIVE STAR: Best in Client Satisfaction Wealth Manager as featured in Indianapolis Monthly Magazine

 

John Wheeler, CFP® CPA/PFS

John Wheeler, CFP® CPA/PFS

John Wheeler, CFP® CPA/PFS

Senior Financial Consultant
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John joined Castle Wealth Advisors, LLC in January 2013. He has over 18 years of experience as a consultant including tax planning, personal financial planning, investment management, business succession planning and employee benefits analysis. For much of his career, John practiced as a tax accountant and a fee-only financial planning specialist for a large national bank. Prior to joining the Castle Wealth Advisors team, John was a wealth advisor with a boutique investment management firm located in Indianapolis.

Professional Experience
2011 - 2012: Wealth Advisor, David A. Noyes & Company, Indianapolis, IN
John served as a financial advisor performing personal and investment analysis for his clients. John also collaborated with other advisors as a planning specialist. As a co-advisor, he conducted advanced planning for high net worth clients, expanded client relationships, and helped to introduce and implement innovative wealth management concepts.

1995 - 2011: Wealth Planner, Senior Wealth Planning Analyst, Senior Tax Accountant, Fifth Third Bank, Indianapolis, IN, Cincinnati, OH
John began his career at Fifth Third Bank as a Senior Tax Accountant with the firm's Investment Advisor Division. After eight years of consulting with cients on individual, trust and estate tax matters, he was asked to join the Bank's Wealth Planning group to conduct comprehensive, fee-based financial planning for their high net worth clients. John started in the position by working with financial planners across the Bank's footprint by developing plans and consulting with those advisors on various planning technizues and best practices. He then headed up wealth planning efforts for the Bank's Central Indiana affiliate and worked with clients in the Indianapolis, Chicago and Louisville markets.

Education
1995: Bachelor of Science in Accounting, Miami University, Oxford, OH
2004: Masters of Business Administration, Xavier University, Cincinnati, OH

Certifications
2001 - Present: Certified Public Accountant, Ohio
2008 - Present: Certified Financial Planner
2011 - Present: Personal Financial Specialist

Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
AICPA Personal Financial Planning member (PFP)
Ohio Society of Certified Public Accountants (OSCPA)
National Financial Planning Association (FPA)
Financial Planning Association of Greater Indiana

Speaking Engagements
2013, 2014, 2015, 2016: Ace Hardware Spring and Fall Conventions
2013, 2014, 2015, 2016: CCA Global Conventions
2014: Co-Speaker with Charitable Advisor's - Retirement planning seminar for Non-Profit Executive Directors
2011, 2012, 2013, 2015: Speaker at the Indianapolis Mayor's annual "Day of Financial Planning" conference
2014: Speaker for the Financial Planning Association of Greater Indiana's Student Day Luncheon
2012: American Woodworkers Association (AWI) - Business Transition Planning seminar

Publications
April 2016: Quoted on NewsMax.com
March 2016: Quoted on CNBC.com

Elected Offices
2013 - Present: President Elect of the Financial Planning Association of Greater Indiana
2005 - Present: Treasurer of the Conner Knoll Homeowner's Association

 

Darren Nyce, CFA

Darren Nyce, CFA

Darren Nyce, CFA

Senior Research Analyst
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Darren joined Castle Wealth Advisors, LLC in January 2006 and has five additional years of experience in the fee-based financial planning industry. He earned a bachelor's degree from Taylor University and taught math and prepared income taxes prior to joining the financial planning field.

Darren researches the best investment options for the Castle Investment Advisors clients and manages investment data and software used for clients. He also evaluates the effectiveness of portfolio managers, determines appropriate allocation of investments for clients and reviews quarterly reports and answers questions about individual holdings for clients. In addition, he monitors economic data and provides leadership to the Castle Investment Committee.

Professional Experience
2005: Client Services Broker, Charles Schwab & Company, Indianapolis, IN
Darren provided customer service to clients by answering questions, solving problems, and placing trades in a call center environment. Darren also used listening and communication skills to guide clients into products and services that would best suite their goals and objectives.

2001 - 2005: Research Analyst, MFG Wealth Management, Indianapolis, IN
Darren provided research, analysis and advice for the client investment portfolios of MFG. He researched the release of economic data and the influence this data had on investment trends and developed systems and spreadsheets that improved efficiencies of trading and client portfolio management. His other duties included client communication, trade execution, report creation and account monitoring and reallocating.

2001 - 2002: Lead Tax Preparer, Liberty Tax Service, Indianapolis, IN
Darren delivered training to equip future tax professionals with the skills needed to prepare and file income tax returns. He advised and served as a resource for those preparing income tax returns and provided excellent customer service and information while preparing tax returns himself.

1991 - 2001: Math Teacher, Eminence Cascade and Ben Davis High Schools, Eminence, Clayton and Indianapolis, IN respectively
Darren taught multiple mathematics courses to students of basic, average and advanced abilities. He aligned local curriculum with state standards and identified gaps between secondary and post-secondary instruction to improve students' college success as the school representative for Project SEAM. And, he participated on a team of four College Potential teachers who prepared at-risk students to be the first in their family to attend college.

Education
Bachelor of Science in Mathematics and Education, Taylor University, Upland, IN
CFA Charterholder

Speaking Engagements
2016: Financial Advisor Magazine's Alternative Investment Conference

Elected Offices
2002 - 2006: Pike Township Precinct Committeeman, Indianapolis, IN
2003 - 2008: Treasurer, Eagle Church, Zionsville, IN

Accolades
2014, 2015, 2016: Voted a FIVE STAR: Best in Client Satisfaction Wealth Manager as featured in Indianapolis Monthly Magazine

 

Amy Hayes

Amy Hayes

Amy Hayes

Communications Manager
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Amy joined Castle Wealth Advisors, LLC in September of 2008 and has 15 years of experience in the graphic design, communications and brand management industry. Amy earned a bachelor's degree from Miami University in Oxford, Ohio as well as an Associate's Degree in Fashion Design and Small Business Certification from the Fashion Institute of Technology in New York City.

Amy is responsible for managing the Castle Wealth Advisors brand, editing, formatting and distributing monthly articles for Castle Wealth Advisors and Castle Investment Advisors, preparing all materials for convention speeches, developing and managing media relations and maintaining Castle's website.

Professional Experience
2001 - 2008: Vice President, Marketing and Design, JMH Corporation, Indianapolis, IN

Amy was responsible for client contact and overall graphic design project management, including client meetings, obtaining client input and final approvals, computer design and artwork layouts and proofreading and attending press checks for printed materials.

2006 - 2007: Marketing Director, Casalini Portraits, Zionsville, IN

Amy was responsible for developing new commercial and individual portrait exhibits, speaker series and commission opportunities including researching/scouting locations and contacting appropriate parties, preparing event proposals and scheduling event dates.

1998 - 2001: Client Services Manager, BHI Design, Chicago, IL

Amy was responsible for client contact and project management from initiation through final billing, including attending client meetings, formulating budgets and production schedules, monitoring initial and development conference calls, relaying client needs to designers, presenting/selling designer's work to clients, obtaining client initial input and final appprovals.

1995 - 1997: Designer, Marketing and Client Service Manager, JMH Corporation, Indianapolis, IN

Amy served as the main client contact for numerous projects and also prepared initial, production and final electronic files for those projects. She attended client meetings, press checks, coordinated illustrators, photographers and writers and coordinated final product delivery.

Education
Bachelor of Arts in Psychology, Minor in Creative Writing, Miami University, Oxford, OH

Associates Degree in Fashion Design, Fashion Institute of Technology, New York City, NY (Summa Cum Laude)

Certifications
Small Business Certification, Fashion Institute of Technology, New York City, NY

 

Marcie Gronberg

Marcie Gronberg

Marcie Gronberg

Adminstrative Assistant
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Marcie joined Castle Wealth Advisors, LLC in July of 2006 and had three years of experience working as a Consultant for CP Morgan before joining CWA. In 2003, she earned a Bachelor's Degree in Business Information Technology from Ball State Univeristy.

Marcie manages Castle's reception desk and is the clients' first person of contact. She also assists in controlling client financial data monthly and pulling together client account reports, letters and statements.

Professional Experience
2003 - 2006: Showroom Consultant, CP Morgan, Indianapolis, IN

Marcie finalized selection appointments with new homebuyers, resolved customer issues, assisted in the development of a new process for homebuyers, trained new conultants in preparation for certification testing and cross trained with other departments in the company to develop a better understanding of process and procedures.

2002 - 2003: Assistant Manager, Benjamin's Restaurant, Muncie, IN

Marcie presented marketing, advertising and special event proposals at weekly manager's meetings and implemented plans with appropriate resources, reconciled daily/weekly sales numbers, processed weekly payroll, developed and maintained computer database of customers and initiated client contact, maintained logs of meetings and followed up with contacts.

2000 - 2001: Server/Manager Intern, Riley Jones Club, Muncie, IN

Marcie participated with the organization and scheduling of all banquets and special events, assisted manager with weekly payroll and accounts payable and receivable and handled daily restaurant functions.

Honors/Activities
Received Outstanding Senior Award and Presidential Scholarship, Ball State University, Muncie, IN

Education
Bachelor of Science in Business Information Technology, Ball State University, Muncie, IN (graduated with Honors, made Dean's list 5 semesters)