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Valparaiso, Indiana

Private Wealth Management & Financial Planning in Valparaiso

Providing financial clarity across the nation and in your local area.

Ready to learn more?

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local knowledge. all in-house.

About the Valparaiso Team

Each member of our Valparaiso team brings a different perspective, skills, and creativity to the table, fostering a collaborative environment where thoughtful ideas flourish. We value teamwork, professionalism, and a relentless pursuit of evolution, to help ensure that we deliver quality advice to our clients.

Contact Valparaiso Team

15 N. Franklin Street
Suite 100
Valparaiso, IN 46383

(219) 531-4941

services offered

  • Comprehensive wealth management

  • Investment management

  • Tax Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

  • Insurance

Recent Thought Leadership

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Meet your team

  • Timothy Scannell Wealth Advisor, Managing Director headshot

    Timothy Scannell

    CPA, CFP®

    Wealth Advisor, Managing Director

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  • Lukas Duffy Wealth Advisor, Director headshot

    Lukas Duffy

    CFP®, CEPA®

    Wealth Advisor, Director

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  • Deakon Lee Associate headshot

    Deakon Lee

    Associate

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  • Sean Prendergast Wealth Advisor, Director headshot

    Sean Prendergast

    Wealth Advisor, Director

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  • Gina Stahl Client Service Associate headshot

    Gina Stahl

    Client Service Associate

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Request a meeting

Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

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