• Stephen Colligan, CFP®

    Financial Advisor

Stephen specializes in building comprehensive, individualized goal plans for individuals and families. Additionally, he assists pre-retirees and retirees through the Medicare decision making process. Stephen has also developed a financial program for younger investors. He is a CERTIFIED FINANCIAL PLANNER™ professional. Stephen graduated from Franklin College with a quadruple major in Finance, Economics, Marketing, and Management. While at Franklin, he was also a 4-year member of the football team. Originally from Fort Wayne, Stephen now calls Indianapolis home. In his free time, Stephen loves to play sports with friends, hike during the summer and ski during the winter. He is also passionate about traveling and experiencing different cultures.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.