Meet Your Team

Of Experienced Tax and Financial Planning Advisors

What’s the key to finding your financial clarity? Collaboration.

Delta Wealth Advisors is dedicated to helping business owners meet their financial goals. Delta combines our integrated services of in-house financial planning and CPAs to address every angle of your financial picture.

We offer accounting and tax services, financial planning, and private real estate investments to our clients nationwide.

Communication is critical, with prompt responses being a priority with our team.

We’ve built our firm by collaborating with hardworking business owners and executives who understand the importance of proper financial planning. Our advisors build partnerships with our clients and fight for every edge in their finances to help them achieve their short- and long-term goals.

Meet Our Team of Experienced

Tax and Financial Planning Experts

Dino Efthimiou, CFP®

Partner - CEO

dino@deltawealthadv.com

Dino Efthimiou, CFP ®

Partner - CEO

Dino founded Delta Wealth Advisors in October 2017 and serves as the firm’s CEO. He brings more than 15 years of experience in wealth management, helping clients implement tax-efficient wealth strategies, cash flow management, retirement planning, and estate planning solutions. Dino graduated from Indiana University’s Kelley School of Business, where he was a member of the Indiana University Track & Field Team, earning All-American honors and a Big Ten Championship in pole vault. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Outside of work, Dino enjoys spending time with his wife, Stacey, and their children, Niko and Maia. He also enjoys traveling and staying active through fitness.

What are three words that describe you?

Determined. Disciplined. Motivated.

What is one bucket list item still unchecked?

A European wine-tasting experience.

What is your favorite quote or life mantra?

“Never a better time than now.”

What do you love about working at Delta Wealth Advisors?

What I love most about working at Delta is the way our team has truly banded together to make a meaningful impact in the advisory space. Building something different—and better—requires adaptability, resilience, and trust, and our people consistently rise to that challenge. Growth demands change, and change is never easy, but the Delta team embraces it with a shared sense of purpose, collaboration, and commitment to excellence. That collective mindset allows us not only to navigate change, but to lead it—and it’s what makes Delta such a special place to build the future of financial services.

Niko Finnigan, CFA®, CAIA®

Partner - Wealth

niko@deltawealthadv.com

Niko Finnigan, CFA® , CAIA®

Partner - Head of Wealth

Niko founded Delta Wealth Advisors in October 2017 and serves as the firm’s head of Wealth and Head of Sales & Marketing. He brings more than a decade of experience in the investment management industry, including work with pensions, foundations, and endowments as a global institutional investment manager. Niko holds both the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst® (CAIA®) designations and earned his degree from the Kelley School of Business at Indiana University – Bloomington. He is deeply committed to disciplined investment strategy and client-first decision-making.

Outside of work, Niko enjoys Saturday morning hockey, reading, and trying new restaurants in Chicago. He lives in Hinsdale, IL with his wife, Alexandra, and their two children.

What are three words that describe you?

Passionate. Prepared. Hungry.

What is one bucket list item still unchecked?

Singing “You’ll Never Walk Alone” at a Liverpool home match.

What is your favorite quote or life mantra?

“Luck is what happens when preparation meets opportunity.” — Seneca

What do you love about working at Delta Wealth Advisors?

From day one, we’ve centered every decision around a single question: What’s best for the client? Each time we’ve answered that question honestly and consistently, we’ve become a stronger firm. That client-first mindset has shaped our culture, our process, and our growth, and it continues to push us to raise the bar in how we serve. Being part of a firm that prioritizes preparation, integrity, and long-term impact—for both clients and teammates—is what makes building Delta so meaningful.

Carla H. Hayden

Chief Operating Officer

chayden@deltawealthadv.com

Carla H. Hayden

Chief Operating Officer

Carla joined the Delta Leadership Team in December 2022 as the firm's first Chief People Officer. She was promoted to the role of Chief operating Officer in January 2025. Carla brings over 15 years of administrative and operational experience, including seven years as a C-suite executive and more than seven years helping companies self-implement EOS as a full-time EOS Integrator. Outside of work, she enjoys traveling, photo-journaling, hosting friends in her home, mentoring young professionals, and attending conferences.

What are three words that describe you?

Strategic. Confident. Clear.

What is one bucket list item still unchecked?

Spending 90 days doing my own version of "Eat, Pray, Love" in Italy!

What is your favorite quote or life mantra?

"Don't judge each day by the harvest you reap but by the seeds you plant." (Robert Louis Stevenson)

What do you love about working at Delta Wealth Advisors?

I love working at Delta Wealth Advisors because we genuinely care about people—our clients and our team—and we’re intentional about building something that lasts. I get to partner with thoughtful leaders, bring structure and clarity to complex ideas, and help align great people with meaningful work. It’s deeply rewarding to build systems, teams, and a culture that supports both growth and integrity.

John Henn, CPA

Partner - Assurance

jhenn@deltawealthadv.com

John Henn

Senior Advisor - Tax and Financial Planning & Analysis

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

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.

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, and has been a volunteer with the Boy Scouts of America serving in various positions including 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.

Alexis (McDonald) Drab

Operations Specialist II

amcdonald@deltawealthadv.com

Alexis (McDonald) Drab

Operations Specialist II

Alexis is an Operations Specialist II and joined Delta Wealth Advisors in June 2022. She earned her Bachelor of Science in Psychology from Indiana University. Outside of work, she enjoys staying active, traveling, hiking, reading, and arts and crafts.

What are three words that describe you?

Reliable. Adventurous. Improvement-Oriented.

What is one bucket list item still unchecked?

Seeing the Northern Lights in person.

What is your favorite quote or life mantra?

The meaning of life is to give life meaning.

What do you love about working at Delta Wealth Advisors?

I enjoy taking on new challenges that allow me to continue to learn and grow. Delta has provided many opportunities to wear multiple hats, which has given me valuable experience across different departments and real-world strategies. I also love working closely with our clients and helping connect processes to create effective solutions that lead to a strong client experience.

Alyssa Martin

Client Service Associate I - Tax

amartin@deltawealthadv.com

Alyssa Martin

Client Service Associate I - Tax

Alyssa joined the Tax team in September 2024 as a Client Service Associate I. She earned her bachelor’s degree in Financial Counseling and Planning from Purdue University and brings experience in both wealth management and accounting.

Outside of work, Alyssa enjoys trips to the dog park with her dog, Reggie, cheering on the Boilers, Bears, and Cubs, staying active at the gym, shopping, and spending time with family and friends. She is also actively involved with Big Brothers Big Sisters.

What are three words that describe you?

Driven. Dependable. Supportive.

What is one bucket list item still unchecked?

Experiencing Oktoberfest in Germany.

What is your favorite quote or life mantra?

“Setting goals is the first step in turning the invisible into the visible.” — Tony Robbins

What do you love about working at Delta Wealth Advisors?

I enjoy being part of a collaborative, energetic team with opportunities to learn, grow, and make an impact early in my career.

Chris Makin, CPA

Lead Advisor II - Tax

cmakin@deltawealthadv.com

Chris Makin, CPA

Lead Advisor II - Tax

Chris is a Lead Advisor II in the Tax department. He earned his Bachelor of Science in Accounting from Manchester University and holds his CPA designation. Chris brings 10 years of experience in public accounting and continues to seek learning opportunities to better serve clients. Outside of work, he enjoys sports (Packers, Cubs and Notre Dame), traveling, and reading.

What are three words that describe you?

Stoic. Grateful. Steady.

What is one bucket list item still unchecked?

Scuba diving the coral reef.

What is your favorite quote or life mantra?

How we respond to adversity is most often more important than whatever the adversity is.

What do you love about working at Delta Wealth Advisors?

I love working at Delta Wealth Advisors because it lets me apply technical expertise in a collaborative, client-first environment where the work genuinely improves people’s long-term financial outcomes.

Gavin Tribble

Client Service Associate II - Tax

gtribble@deltawealthadv.com

Gavin Tribble

Client Service Associate II - Tax

Gavin is a Client Service Associate II and joined the Delta Tax department in August 2023. He earned his Finance degree from Butler University and brings three years of experience in tax client service and operations. Outside of work, Gavin enjoys traveling, fishing, attending sporting events, and cooking.

What are three words that describe you?

Organized. Dependable/Reliable. Observant.

What is one bucket list item still unchecked?

Travel to every country in Europe (currently have traveled to 16).

What is your favorite quote or life mantra?

"Every day you either get better or you get worse. You never stay the same." - Bo Schembechler

What do you love about working at Delta Wealth Advisors?

What I enjoy most about working at Delta Wealth Advisors is the strong collaboration across teams and our shared commitment to delivering a true one stop experience for our clients. Our culture is welcoming, supportive, and full of opportunity, with an emphasis on growth, accountability, and recognizing hard work. I also value our ability to adapt and continually improve through process enhancements, ongoing education, and new tools that allow us to consistently elevate the client experience and provide the highest level of service.

Jacob Wynn

Client Service Associate I - Financial Planning & Analysis

jwynn@deltawealthadv.com

Jacob Wynn

Client Service Associate I - Financial Planning & Analysis

Jacob is a Client Service Associate I in the FP&A department and joined Delta Wealth Advisors in February 2025. He earned his Bachelor of Science in Business Administration with an emphasis in Finance, Real Estate, and Business Law from Cal Poly Pomona and holds a Notary certification. Outside of work, he enjoys spending time with family and motorcycling.

What are three words that describe you?

Deliberate. Analytical. Conscientious.

What is one bucket list item still unchecked?

Watching my kids graduate from school.

What is your favorite quote or life mantra?

It is what it is.

What do you love about working at Delta Wealth Advisors?

It's a great organization with strong leadership and values.

Jarrett Phelan

Associate Advisor I - Tax

jphelan@deltawealthadv.com

Jarrett Phelan

Associate Advisor I - Tax

Jarrett is an Associate Advisor I in the Tax department, joining the firm in August 2023. He earned his Bachelor of Science in Finance from IUPUI (now IU Indy) and brings over two years of experience in tax and public accounting. Jarrett is currently studying for the CPA exam. Outside of work, he enjoys golfing, walking his dogs, and watching Pacers, Colts, and IU sports.

What are three words that describe you?

Determined. Dependable. Analytical.

What is one bucket list item still unchecked?

Play golf at a historical course in Europe.

What is your favorite quote or life mantra?

“Make each day your masterpiece.” – John Wooden

What do you love about working at Delta Wealth Advisors?

I enjoy working at Delta Wealth Advisors because of the emphasis on excellence, continuous improvement, and teamwork. It’s an environment that supports both professional growth and exceptional client service.

Katie Landry, FPQP®

Client Service Associate II - Wealth

klandry@deltawealthadv.com

Katie Landry

Client Service Associate II - Wealth

Katie is a Client Service Associate II in the Wealth department and joined Delta Wealth Advisors in January 2022. She earned her bachelor’s degree from Denison University and holds the FPQP® designation, with four years in financial planning. Outside of work, she enjoys cooking, baking and football.

What are three words that describe you?

Kind. Inclusive. Silly.

What is one bucket list item still unchecked?

Machu Picchu.

What is your favorite quote or life mantra?

Be the woman you needed as a girl.

What do you love about working at Delta Wealth Advisors?

All of us are helping our clients achieve their dreams!

Mackenzie Hayden

Operations Specialist II

mhayden@deltawealthadv.com

Mackenzie Hayden

Operations Specialist II

Mackenzie joined the Office Operations team in February 2023 as an Operations Specialist II. She brings over 10 years of experience in client service and staff management, along with more than five years of experience in office operations. Mackenzie is interested in exploring all areas of business operations, including HR, IT, finance, marketing, administration, client service, and staff management. She is currently building Delta’s high school and college internship program, with a goal of having a formal curriculum in place by the end of 2026.

Outside of work, Mackenzie is passionate about solo international travel and aims to visit at least one new country each year. She is an avid painter and illustrator and enjoys exploring new genres of music, studying film and literature, and visiting art museums for inspiration. Deeply inspired by fashion history, she also enjoys working on film sets and photoshoots as an Art Director, Costume Designer, and Hair and Makeup Stylist.

What are three words that describe you?

Creative. Ambitious. Authentic.

What is one bucket list item still unchecked?

Flying in a helicopter to hike in Ecuador.

What is your favorite quote or life mantra?

“The joy of the LORD is my strength.” — Nehemiah 8:10

What do you love about working at Delta Wealth Advisors?

What I love most about working at Delta is the opportunity to grow, contribute, and be part of something meaningful. Since joining the firm as an intern, I’ve progressed from Operations Specialist I to Operations Specialist II, supporting payroll, financial planning and analysis, tax, and in-person office operations—experience that has allowed me to understand the business from multiple angles and continuously take on new challenges. As a young professional, I’m grateful to have a seat at the table where my voice is heard and my contributions help create lasting impact for both our team and our clients. I strongly believe in Delta’s vision of being a one-stop resource for financial services, helping simplify complexity so clients can focus on what matters most. The leadership team’s humility, drive, and purpose are incredibly motivating, and I value the opportunity to build meaningful client relationships while helping develop processes and systems that make life easier for business owners and families. Delta’s positive, hardworking, and collaborative culture—especially during busy seasons—makes it an exceptional place to grow a career.

Nathan Stone, CFP®

Client Service Associate I - Wealth

nstone@deltawealthadv.com

Nathan Stone

Client Service Associate I - Wealth

Nathan is a Client Service Associate I in the Wealth Department and joined the firm in March 2024. He earned his bachelor’s degree in Business and holds a Master’s Certificate in Business Management from the Kelley School of Business at Indiana University Bloomington. Nathan has also recently earned his CERTIFIED FINANCIAL PLANNER® designation.

Outside of work, Nathan enjoys staying active—especially pole vaulting—along with just about any sport. He also enjoys reading on the beach, tackling a good Sudoku puzzle, and spending time with his wife, Allison, and their son, Peter.

What are three words that describe you?

Approachable. Driven. Hoosier.

What is one bucket list item still unchecked?

Skydiving.

What is your favorite quote or life mantra?

Big picture, steady steps.

What do you love about working at Delta Wealth Advisors?

The team is great and we make a difference in our clients lives.

Shannon Wiggins

Associate Advisor II - Financial Planning & Analysis

swiggins@deltawealthadv.com

Shannon Wiggins

Associate Advisor II - Financial Planning & Analysis

Shannon joined Delta Wealth Advisors in February 2022 and is an Associate Advisor II in the FP&A department. She holds a Bachelor of Science in Accounting from Marian College and is a QBO ProAdvisor with 15 years in the accounting industry. Outside of work, she enjoys travel, watching her kids play sports, and attending professional sports events.

What are three words that describe you?

Grounded. Driven. Reliable.

What is one bucket list item still unchecked?

Spend time in Ireland, England and Italy.

What is your favorite quote or life mantra?

Success to me is time with my family and raising my children with love and intention.

What do you love about working at Delta Wealth Advisors?

The intentional balance between family and work.

Stephanie Dunkel, EA

Associate Advisor I - Tax

sdunkel@deltawealthadv.com

Stephanie Dunkel, EA

Associate Advisor I - Tax

Stephanie joined the Tax department as an Associate Advisor I in May 2025. She studied Accounting & Finance at IUPUI and is an Enrolled Agent with three years in accounting experience. Stephanie is studying for the CPA exam and hopes to obtain her certification by the end of 2026. Outside of work, she enjoys coaching volleyball, working out, and making memories with her kids.

What are three words that describe you?

Trustworthy. Determined. Authentic.

What is one bucket list item still unchecked?

Visit Seoul, South Korea.

What is your favorite quote or life mantra?

Clarity through curiosity.

What do you love about working at Delta Wealth Advisors?

I love the collaborative and welcoming culture. It's a place where people are genuinely friendly, supportive, and open to ideas. The flexibility to work both in the office and from home, combined with a modern, inclusive environment, creates a sense of belonging that I haven't experienced anywhere else.