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Create. Cultivate. Thrive.

TAX SERVICES 

FINANCIAL PLANNING

PRIVATE REAL ESTATE


Are We Right For You?

What’s the Key to Finding Your Financial Clarity?

Collaboration.

Combining the specialized services of our in-house financial planning experts and CPAs, Delta Wealth Advisors addresses every angle of your financial picture from growing, protecting and preserving the wealth of your family and your business. 

Delta Wealth Advisors Offers Fee-Only, Commission-Free Financial Planning

Delta Wealth CPAs Provides Tax Services for Business and Personal Needs

Serving clients in Indianapolis, Chicago & Beyond


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Meet Your Team

Of Experienced Financial Planning Partners

Dino Efthimiou, CFP® Photo

Dino Efthimiou, CFP®

Co-Founder
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Dino Efthimiou, CFP®

dino@deltawealthadv.com


With more than 15 years of experience in wealth management, Dino helps his clients through tax-efficient wealth strategies, cash flow management, retirement and estate planning services. Dino graduated from the Kelley School of Business at Indiana University – Bloomington, where he was a member of the Indiana University Track & Field Team earning All-American honors and Big Ten Champion in pole vault. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, which is awarded by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc.

Dino, his wife, Stacey, and their children, Niko and Maia, live in the Meridian Kessler neighborhood of Indianapolis.

Niko Finnigan, CFA, CAIA Photo

Niko Finnigan, CFA, CAIA

Co-Founder
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Niko Finnigan, CFA, CAIA

niko@deltawealthadv.com


Niko has more than a decade of experience in the investment management industry. Previously, Niko worked with pensions, foundations and endowments as a global institutional investment manager. He currently holds both the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst® (CAIA®) designations. Niko graduated from the Kelley School of Business at Indiana University – Bloomington.

Niko and his wife, Alexandra, live in Hinsdale, IL with their two kids.

Ryan Robertson, CPA Photo

Ryan Robertson, CPA

Partner
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Ryan Robertson, CPA

ryan@deltawealthadv.com


With 10 years of experience in public accounting, Ryan specializes in tax planning, tax compliance, bookkeeping and general business advisory services for his business, individual and nonprofit clients. Before entering the financial services industry, Ryan graduated from the Krannert School of Management at Purdue University in 2009. Ryan is a licensed Certified Public Accountant (CPA) and is a current member of the American Institute of Certified Public Accountants and The Indiana CPA Society.

Ryan currently resides in McCordsville, Indiana with his wife, Abby, and their three kids, Lucy, Darla and Reggie.

John Henn, CPA Photo

John Henn, CPA

Partner
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John Henn, CPA

jhenn@deltawealthadv.com


John graduated from Marian University earning a Bachelor of Science degree in Accounting. John was hired as the first full-time CPA for Haywood Henn P.C., promoted to junior partner in 1999, and became a senior partner in January 2009. John is now a partner of Delta Wealth.  

John works with privately held business clients in retail, manufacturing, restaurants, and a wide variety of professional corporations.  He also has extensive experience in U.S. Department of Labor pension audits and currently oversees all the accounting and audit work for the firm.  In addition to assisting clients with their current accounting, tax and finance needs, John strives to help clients realize their long-term strategic objectives.  He does this by actively listening, developing a custom solution for each clients’ specific needs and proactively monitoring progress towards stated objectives.

John and his wife (Michelle, Indiana University) have two sons (Matthew, Purdue University and Mark, Indiana University). The Henn family enjoys the outdoors, traveling and motorcycling-both dirt biking and street riding. He is an active member of his church, serving as a Eucharistic minister and usher; as well as the Boy Scouts of America where he previously held a variety of volunteer positions including serving as a den leader, assistant scoutmaster, Scoutmaster and troop committee member over a ten-year time period.  As he and Michelle begin the empty nest phase of their marriage, they are looking for new ways to give back to faith-based and local not-for-profit activities.

Chris Haywood, CPA Photo

Chris Haywood, CPA

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Chris Haywood, CPA

chaywood@deltawealthadv.com


Chris was a founding partner of Haywood Henn P.C. and for over 35 years, he has worked with privately held business owners and individuals to help them realize their financial goals. Chris focuses on developing a relationship with each client to better understand their needs and assist in proactive decision making.

Chris is experienced in auditing, taxation and finance and has developed a niche with wealth and compensation planning. His clients include closely held businesses in a variety of industries including: professional business groups, service industry, construction and real estate. He also works with many high net worth individuals and their investment and legal advisors to achieve tax and estate planning goals.

A 1979 graduate of Indiana University where he earned a Bachelor of Science degree in Accounting, Chris is licensed as a Certified Public Accountant in the state of Indiana. He previously worked for both a local and national accounting firm before establishing his own business over 25 years ago. He is a member of the Indiana CPA Society and the American Institute of Certified Public Accountants.

Chris is married, has two daughters and is active at Northview Christian Life Church in Carmel.

Megan Amick, CPA Photo

Megan Amick, CPA

Tax Manager
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Megan Amick, CPA

mamick@deltawealthadv.com


Megan joined the firm in 1998 and was promoted to Tax Manager in 2006. She works with small businesses in all areas of accounting and tax planning. She also handles the needs of individual clients regarding tax planning and tax returns. Megan is committed to partnering with clients by providing useful and timely information in order to help them make proactive financial decisions. In addition to her client responsibilities, she is also involved with training and development of new staff and many other management functions.

Megan is licensed as a Certified Public Accountant in Indiana and is a member of the Indiana CPA Society and the American Institute of Certified Public Accountants.  She earned a Bachelor of Science degree in Business from the Indiana University Kelley School of Business in 1998.

Megan and her husband Jarrad live in Indianapolis and have two daughters, Emily and Addyson. They enjoy spending time together as a family whether it be traveling, watching the girls play sports or even just having family game night at home.

Sarah Wilkes, CPA Photo

Sarah Wilkes, CPA

Audit Manager
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Sarah Wilkes, CPA

swilkes@deltawealthadv.com


Sarah joined the firm in 2008 and became the A&A manager in 2013.  Sarah’s primary focus is on accounting and financial services for small businesses and pension plans, including audits, reviews and compilations of financial statements. Sarah is well versed with QuickBooks and can provide insight and advice regarding the setup and use of Intuit QuickBooks software.  She also spends a significant amount of time with the firm’s tax clients, assisting with tax planning and projections and tax return preparation for both individual and business clients.

Sarah is licensed as a Certified Public Accountant in Indiana and is a member of the Indiana CPA Society and the American Institute of Certified Public Accountants.  She received dual Bachelor of Science degrees in Accounting and Finance from the Indiana University Kelley School of Business at Indianapolis in 2006, and was a high grade award winner on the Indiana Uniform CPA Examination for 2008.

Sarah is married, has two cats, two dogs, and two horses; and lives in Lebanon just outside the town limits.

Gary Hall, CPA Photo

Gary Hall, CPA

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Gary Hall, CPA

ghall@deltawealthadv.com

After serving seven years in the U.S. Navy, Gary returned to college and graduated summa cum laude from Ball State University in 1979 with a Bachelor of Science degree in Accounting. Initially, he worked for an area firm where he became a partner four years later. Twenty-six years ago, Gary started his own firm in Indianapolis, and then merged his practice with Haywood Henn in 2007.

Gary has extensive experience working with restaurant franchises, in addition to many medical and dental practices. He is a member of the Indiana CPA Society and American Institute of Certified Public Accountants.

Gary and his wife live in Indianapolis. He traded in his slalom ski for golf clubs and enjoys golf, gardening and volunteer work when not at the office.

Peter Frankos, CPA Photo

Peter Frankos, CPA

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Peter Frankos, CPA

pfrankos@deltawealthadv.com


Peter joined the firm in 2019 as a senior accountant after four years with national accounting firms. He works with both individuals and businesses to ensure tax compliance with federal, state, and local jurisdictions. He also provides individualized consulting around various matters such as international work assignments.

Peter is licensed as a Certified Public Accountant in Indiana and is a member of the Indiana CPA Society and the American Institute of Certified Public Accountants. He earned a Bachelor of Science in Accounting and Technology Management degree from the Indiana University Kelley School of Business in 2015.

Peter is an active member in the Indianapolis Umpire Association. He enjoys umpiring high school, travel, and college baseball games, as well officiating Catholic Youth Organization basketball games. In addition, Peter enjoys cooking, bicycling, and hiking.

Elisa Daras Photo

Elisa Daras

Staff Accountant
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Elisa Daras

elisa@deltawealthadv.com


A newcomer to Delta, Elisa joined the firm in June 2019 with 6 years of experience in public accounting and firm management. Elisa specializes in monthly accounting, financial statement preparation, and payroll tax compliance. She is dedicated to helping our clients achieve business success by working with them to establish practical and sound financial processes. Elisa finds it rewarding to help clients become better organized and get them to a place where they are not overwhelmed with the accounting side of running a business. She is committed to delivering tax and financial services that meet each client’s unique objectives. Elisa is a notary public and has a knack for training others in the use of QuickBooks and other accounting systems.

When not crunching numbers, Elisa volunteers at her church teaching Kindergarten and enjoys playing beach volleyball.

Alan Skillern, MBA Photo

Alan Skillern, MBA

Net Worth Advisor
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ALAN SKILLERN, MBA

alan@deltawealthadv.com


A recent addition to the Delta Wealth Advisors team, Alan brings a unique perspective to the financial planning process. After completing Ball State University's financial planning program he went on to earn an MBA with a concentration in entrepreneurship. In March of 2019, Alan passed the CFP® certification examination. A passion for tailored and comprehensive advice drives Alan to ensure that action items become reality.

Alan and his wife, Gwen currently live in a fixer-upper on the west side of Indianapolis with their pet cat Mike Tyson.






Linda Sackett Photo

Linda Sackett

Office Administrator
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Linda Sackett

lsackett@deltawealthadv.com

Linda joined the firm in 2008 as Office Administrator, bringing administrative experience from multiple industries.  She is the initial team member you meet when contacting the office and is committed to providing quality service and solutions for clients.  Linda manages all administrative functions, scheduling, client portal maintenance, firm accounts receivable/payable, as well as assisting with tax preparation services and client accounting.  As part of her Human Resources responsibilities, she focuses on firm marketing, branding and staff recruitment.

Linda resides in Indianapolis where she is an active member of College Park Church volunteering in the Whiz Kids mentoring ministry, Soul Care counseling ministry and the Guest Services area.  She has three children, six grandchildren, and enjoys spending time with family and friends, reading, traveling, and any outdoor activity.

Kathy Browning Photo

Kathy Browning

Paraprofessional
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Kathy Browning

kbrowning@deltawealthadv.com

Kathy joined the firm in 2008 as a paraprofessional. She has had a business relationship with the partners of Haywood Henn, P.C. for over 17 years as the in-house accountant for several of the firm’s clients. Kathy has over 25 years of experience in accounting, working both in the private sector and in public accounting firms. She assists small business clients with monthly write-up, payroll and accounts receivables and payables functions in addition to preparing individual and small business tax returns. Kathy received her accounting and tax education at Butler University. She resides in Pendleton and has three children and five grandchildren.

Lisa Orbaugh Photo

Lisa Orbaugh

Paraprofessional
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Lisa Orbaugh

lorbaugh@deltawealthadv.com

Lisa joined the firm in 2017 as a paraprofessional in the accounting and payroll department.  She has 20 years of experience in providing payroll and accounting services.  Lisa has worked for several small businesses assisting with accounting needs, customer service, and payroll functions. 

Lisa lives in Sheridan with her husband Jeff and two dogs.  She has one son. She enjoys spending time outdoors and traveling.

Tammy Roudebush Photo

Tammy Roudebush

Administrative Assistant
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Tammy Roudebush

troudebush@deltawealthadv.com

Tammy joined the team in 2017 as an Administrative Assistant.  She has previous experience in the administration and operation of public accounting firms, as well as a customer service and client relations background.  Tammy consistently strives to provide clients with exceptional service.

Tammy and her husband, Dennis, are natives and still residents of Noblesville, IN.  They have two adult children and two Labrador Retrievers.  She enjoys traveling with and visiting her children, spending time with family and friends, and supporting Purdue and LSU athletics. 

You’re Focused on Achieving Your Dreams

Your Wealth Should Be Too


Our Clients

Does This Sound Like You?

You’re a smart, savvy entrepreneur who made a living doing what you love. And while you’ve done a decent job managing your and your business’s finances on your own, there comes a point where the need to delegate these responsibilities becomes apparent. Whether it’s lack of time, know-how or the desire to get it right, you understand the importance of working with someone who can align every aspect of your financial life with your vision for the future.


Discover How We Can Help



Dave & Laura Wilson

Business Owners Nearing Retirement

Dave and Laura Wilson worked for Laura’s family business for over 30 years. Starting as an intern in high school, Laura has recently retired as COO. With work, family and commitment to community service, the Wilson family never had the time or interest in learning how to invest in financial markets. Now faced with the next step in their lives, Dave and Laura reached out to Delta Wealth Advisors to build solutions for their questions.



Joe & Mary Dawson

Young Business Owners Growing Their Business

Joe and Mary Dawson are busy raising their young family, leaving them limited time to worry about anything else between work and family. The Dawson’s knew they needed help with their finances because they didn’t have the time or expertise to address all of their concerns – especially with Mary operating her own small business. 

To help simplify and improve their finances, they were looking for a “point guard” advisor to oversee and coordinate their entire personal and business finances.


Jenni and Paul Backland

Busy Professionals

Jenni and Paul Backland are both busy professionals in demanding industries. Paul frequently travels for work as a Director of Sales, and Jenni is expecting to become a partner at her law firm in the next few years. With their focus on their careers, the Backland’s want qualified, skilled professionals who can implement and execute a plan for the future.

We Can’t Be Everything to Everyone

We’ve built our firm by working with hardworking business owners and executives who understand the importance of putting their financial futures in capable, dedicated hands. Our clients work with us because they have a lack of time, willingness or ability to handle their planning, investments and taxes.  

Our clients appreciate having a team of advisors who fight for every edge in their finances.

Are We Right For You?

Let’s Find Out

Keeping Every Aspect of Your Financial Picture

Under One Roof


TAX SERVICES |

FINANCIAL PLANNING | Private Real Estate  

You Have Questions Today.

And Our Answers are Just the Start.

Our financial plans are not “set it and forget it”, leather-bound documents. We are focused on frequent communication and maintaining flexibility today while working towards tomorrow’s goals. This flexibility affords us the opportunity to adjust to life’s inevitable changes.

When presented with life’s uncertainty, we provide you with our knowledge gained from having worked through similar situations many times before. Because we work with a specific client—business owners and executives—we frequently work through similar problems and can present multiples solutions to the same problem. Our advice provides you with new insights and comfort in your decisions.

Sound, Unbiased Financial
Planning Is Designed To

  • Build Your Net Worth
  • Encourage Goal-Based Decision Making
  • Ensure Your Finances Are Professionally Managed

Wondering if You’re Ready For Retirement?

Let’s Find Out

Review your free retirement ready checklist to help you and your advisor determine how prepared you are for financial independence - and what still needs to get done.


Access Now

We Think Beyond Stocks & Bonds Because

The Opportunities to Grow Your Wealth Shouldn’t Be Limited

You’ve accumulated wealth through years of hard work and diligent saving. As you determine your long-term goals, such as financial independence in retirement or paying for  college, you need an investment strategy tailored to preserve, protect and grow your wealth as needed.

With a mindful approach to the effect taxes have on your investments, we extend beyond the realm of stocks and bonds to find the investment approach that works best for your specific needs.


Combining Our Tailored Strategies With

Our Standardized Approach

While we tailor our solutions and advice based on your unique long-term goals, we’ve standardized our investment process by utilizing 5 investment models that vary based on what you need your assets to achieve.

Our Approach to Investments Includes:

  • Utilizing an Evidence-Based Investing Approach
  • Constructing Portfolios Using Proven, Risk-Based Investments
  • Continuously Monitoring Your Investments & Maintaining Liquidity When Needed
  • Focusing on Rules-Based, Low-Cost Investments
  • Incorporating Tax-Minimization Strategies

Does Your Portfolio Align With Your Risk?

Learn Your Risk Number

Interested In Doing Well By Doing Good?

Impact Investing at DWA

You make a statement with how and where you spend your money. Impact investing offers socially conscious investors the opportunity to align these values with their investments. Doing so allows our clients to consider their investment funds an extension of their values and charitable endeavors.

Comprehensive and Unbiased

Net Worth Based Fee

Your financial plan is more than just the value of your investment accounts. By billing on net worth we remove many conflicts of interest and clear the path to your financial goals.

Our net worth financial planning fee is inclusive of a number of hours for accounting and tax services. These hours typically exceed the time required to plan, prepare and file annual taxes. In the event additional hours are required, our clients receive a discounted rate on the required tax services.

New Worth
Fee
Tax Hours Included
First $5,000,0000.50%
5 Hours
Next $10,000,0000.25%
10 Hours
Above $15,000,0000.10%
15 Hours



We grow together


Trailblazer Path 

You have a very bright future with needs beyond retirement planning. Whether it's student loan debt, saving for retirement for the first time, or a first time home purchase we have you covered. 

Our advice extends beyond stocks and bonds into private real estate, tax planning and private business opportunities. 

In order to deliver our level of service to exceed your needs, we've established the Trailblazer Path for growing professionals and business owners. Being mid-career professionals ourselves, we'll work with you for years to come!

Net Worth
Fee
Tax Hours Included
Below $800,000
$1,000/quarterly
2 Hours

Interested In Doing Well By Doing Good?

Impact Investing at DWA

You make a statement with how and where you spend your money. Impact investing offers socially conscious investors the opportunity to align these values with their investments. Doing so allows our clients to consider their investment funds an extension of their values and charitable endeavors.

CPA Services

Delta Wealth CPAs offers a full-suite of accounting, tax, and consulting services to meet your personal or business needs. Our primary services include accounting and bookkeeping, tax planning and consultation, and audits. We also offer specialty services to meet the unique needs of each individual client.  

We’re always here to offer down-to-earth advice when new and unexpected opportunities and challenges arise.

Accounting

Financial Statements

Tax


401k Audits

 Consulting









Accounting

We offer monthly and quarterly bookkeeping services, so you’ll always know your financial picture at a glance. We are also pleased to offer invoicing, bill-paying and payroll preparation services to assist you with time-consuming, but necessary, tasks.

Whether you have a small, personal domestic staff or your company employs hundreds, we make sure everyone is paid and all record keeping is accurate and up-to-date.

We know accounting. With this in-depth knowledge, we offer a systemic analysis to make certain the right programs and methods are in place to ensure accuracy of your personal or company books.


Financial Statements

For a comprehensive profile of your personal or business finances, we are pleased to compile, review, or audit your financial statements based on your needs.


Tax

One of the principal responsibilities of your accounting firm is to manage your tax liabilities. We offer a comprehensive list of tax-related services, both business and personal.

▲ Business and Individual Tax Preparation

▲ Tax Planning and Projections

▲ Liquidations, Mergers, Acquisitions and Reorganizations

▲ Estates and Trusts

▲ Gift Planning

▲ Tax Strategies for High Net Worth Individuals

▲ Stock Options for Executive Compensation

▲ Succession Planning and Transfers of Business Ownership

▲ Representation Before Federal, State, and Local Tax Authorities

▲ Sales and Use Tax


Service, loyalty, and accuracy are the hallmarks of our business. Our relationship with you extends beyond accountant and client. It is our goal to be a trusted and valuable partner that you can always call upon—and always count on.


401(k) Audits

Your active and retired employees rely on their 401(k) for planning their future. As a business owner, you want to provide a fair plan that is compliant with all federal regulations and requirements. That’s where we can help.

During an audit, our team will work with you to confirm that all eligible employees have the same opportunity to participate, plan activity, that contributions to the plan have been made in a timely manner, and that benefit payments are made according to the terms of the plan. 

You’re looking out for the people that work to build your company and we’re looking out for you.


Consulting

We view ourselves as your financial partner, ever ready to offer analysis and advice to enhance your financial picture. You may call upon us at any time to discuss and prepare:

▲   Business and Individual Tax Preparation

▲   Tax Planning and Projections

▲   Liquidations, Mergers, Acquisitions and Reorganizations

▲   Estates and Trusts

▲   Gift Planning

Resources

From Our Point of View


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For Current Clients

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The True Value in Working With Us

Is Building a Partnership For Life



Take the First Step Today

Whether you have a question about our offerings or you’re interested in working with our team, simply give us a call or fill out the form below to get started.

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