facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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. 

Serving clients in Indianapolis, Chicago, and across the United States, we offer accounting and tax services, financial planning, and private real estate investments via remote and in-person meetings. Communication is critical, with prompt responses being a priority with our clients.

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® Photo
READ BIO

Dino Efthimiou, CFP®

Partner - CEO

Dino Efthimiou, CFP®

Partner - CEO

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
READ BIO

Niko Finnigan, CFA, CAIA

Partner - Wealth

Niko Finnigan, CFA, CAIA

Partner - Wealth

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
READ BIO

Ryan Robertson, CPA

Partner - Tax

Ryan Robertson, CPA

Partner - Tax

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
READ BIO

John Henn, CPA

Partner - Audit & Assurance

John Henn, CPA

Partner - Audit & Assurance

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.

Alexis McDonald Photo
READ BIO

Alexis McDonald

Operations Specialist II

Alexis McDonald

Operations Specialist II

amcdonald@deltawealthadv.com


Alexis joined Delta Wealth Advisors to help provide the best experience possible to our clients. She strives to assist clients with whatever issues or questions they may have. Alexis graduated with honors from Indiana University in 2019. There, she was captain of her sorority's Little 500 bike team, a lead chair on the Indiana University Dance Marathon committee, and a coordinator for Camp Kesem. She remains active in her community today.


Carla H. Hayden Photo
READ BIO

Carla H. Hayden

Chief People Officer


Carla H. Hayden

Chief People Officer

chayden@deltawealthadv.com


Bio coming soon!


Chris Haywood, CPA Photo
READ BIO

Chris Haywood, CPA

Consulting Advisor - Tax


Chris Haywood, CPA

Consulting Advisor - Tax

jchaywood@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.

Devon Joray Photo
READ BIO

Devon Joray

Associate Advisor II - Tax
 

Devon Joray

Associate Advisor II - Tax

djoray@deltawealthadv.com

             

Bio coming soon!


Gavin Tribble Photo
READ BIO

Gavin Tribble

Client Service Associate I - Tax

Gavin Tribble

Client Service Associate I - Tax

gtribble@deltawealthadv.com


Bio coming soon!


Hayley Morris Photo
READ BIO

Hayley Morris

Client Service Associate II - Tax
 

Hayley Morris

Client Service Associate II - Tax

hmorris@deltawealthadv.com

     

Bio coming soon!




Jamie Koglin Photo
READ BIO

Jamie Koglin

Lead Advisor I - Tax

Jamie Koglin

Lead Advisor I - Tax

jkoglin@deltawealthadv.com


Bio coming soon!


Jarrett Phelan Photo
READ BIO

Jarrett Phelan

Tax Prep Associate I - Tax


 

Jarrett Phelan

Tax Prep Associate I - Tax

jphelan@deltawealthadv.com


Bio coming soon!



J.D. Harrison, CPA  Photo
READ BIO

J.D. Harrison, CPA

Associate Advisor II - Tax
                         

         


J.D. Harrison

Associate Advisor II - Tax

jharrison@deltawealthadv.com

             

Bio coming soon!

Kara Magsamen, CPA Photo
READ BIO

Kara Magsamen, CPA

Lead Advisor I - Tax

Kara Magsamen, CPA

Lead Advisor I - Tax

kmagsamen@deltawealthadv.com


Kara joined Delta Wealth recently as a Tax Manager. She has 9 years of experience working with individuals and small businesses with various accounting and tax consulting needs. Kara 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 Master of Professional Accounting from Butler University in 2011.   

Kara and her husband, Ben, live in Fishers with their two children, Kinley and Maverick.    





Katie Loveday, FPQP® Photo
READ BIO

Katie Loveday, FPQP®

Client Service Associate II - Wealth

Katie Loveday

Client Service Associate II - Wealth

kloveday@deltawealthadv.com


Bio coming soon!


Kristen Hopkins Photo
READ BIO

Kristen Hopkins

Business Services Associate II - Financial Planning & Analysis

Kristen Hopkins

Business Services Associate II - Financial Planning & Analysis

khopkins@deltawealthadv.com

Kristen joined the firm’s payroll department in March 2021. She has over 21 years of experience providing payroll to many businesses, ranging from 1 to 100 employees. Kristen is committed to deliver quality customer service and administer accurate payrolls.

Kristen resides in Fishers with her daughter Kayla and their dog Dexter. She enjoys spending time with her family and friends.


 
Logan Dutton Photo
READ BIO

Logan Dutton

Business Services Associate I - Financial Planning & Analysis

Logan Dutton

Business Services Associate I - Financial Planning & Analysis

ldutton@deltawealthadv.com


Bio coming soon!


Mackenzie Hayden Photo
READ BIO

Mackenzie Hayden

Operations Specialist I
 

Mackenzie Hayden

             

Operations Specialist I

mhayden@deltawealthadv.com


Bio coming soon!



Matt Horan Photo
READ BIO

Matt Horan

Tax Prep Associate III - Tax

Matt Horan

Tax Prep Associate III - Tax

mhoran@deltawealthadv.com


Matt joins Delta Wealth Advisors as a Senior Staff Accountant with 9 years of experience in public accounting. He specializes in tax planning, tax compliance, accounting and general advisory for businesses and individuals. Along with that, he also works with compliance audits for pension plans. Matt finds his work most rewarding when he can assist clients in understanding and achieving financial goals, whether it be business related or personal. 

Matt received his dual Bachelor of Science degrees in Accounting and Finance from Marian University in Indianapolis in 2011. 

He resides in Indianapolis with his wife, daughter, and 4 cats. If not relaxing at home he enjoys traveling, supporting vegan and minority-owned restaurants, and running trails in Eagle Creek Park. 


Michelle Boyden, CPA, CGMA Photo
READ BIO

Michelle Boyden, CPA, CGMA

Lead Advisor I - Financial Planning & Analysis
 

Michelle Boyden, CPA, CGMA

Lead Advisor I - Financial Planning & Analysis

mboyden@deltawealthadv.com


Bio coming soon!




Noah Bannister Photo
READ BIO

Noah Bannister

Tax Prep Associate II - Tax

Noah Bannister

Tax Prep Associate II - Tax

nbannister@deltawealthadv.com


Bio coming soon!


Shannon Wiggins Photo
READ BIO

Shannon Wiggins

Business Services Associate II - Financial Planning & Analysis

Shannon Wiggins

Business Services Associate II - Financial Planning & Analysis

swiggins@deltawealthadv.com


Shannon joined the firm in early 2022 as part of the bookkeeping team.  She has over 10 years of experience in accounting. Shannon has worked in small and large business settings assisting with daily accounting functions to monthly financial reporting. She earned her accounting degree from Marian University.

Shannon and her husband spend their free time watching their 3 children play sports. They also enjoy traveling and being outside as a family.