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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
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Dino Efthimiou, CFP®

Co-Founder

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
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Niko Finnigan, CFA, CAIA

Co-Founder

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
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Ryan Robertson, CPA

Partner

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
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John Henn, CPA

Partner

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
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Chris Haywood, CPA


Chris Haywood, CPA

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.

Megan Amick, CPA Photo
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Megan Amick, CPA

Senior Tax Manager

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
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Sarah Wilkes, CPA

Audit Manager

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.

Molly Griswold, CPA Photo Molly Griswold, CPA Hover Photo
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Molly Griswold, CPA

Audit Manager

Molly Griswold, CPA

mgriswold@deltawealthadv.com 


Molly has worked in public accounting since 2010 and has been with Delta Wealth Advisors since 2021.   Molly specializes in audit, assurance, and financial reporting.  Coordinating and executing all phases of an engagement to ensure deadlines are met and excellent client service is provided.   

Prior to joining Delta Wealth Advisors, Molly was with Dauby, O’Connor & Zaleski, LLC (DOZ) for over a decade.  While with DOZ she specialized in the real estate industry, serving not-for profit corporations, construction companies, multifamily housing developers, real estate limited partnerships, tax credit syndicators and property management organizations.  She also oversaw the training and development of all professional staff during her final 7-years with the DOZ. 

Molly is a licensed Certified Public Accountant (CPA) since 2012 and is a current member of the American Institute of Certified Public Accountants and The Indiana CPA Society.  She graduated from Indiana University Kelley School of Business in 2010 where she earned her degree in Accounting and Finance.  

Molly resides in Zionsville with her family.  When not serving clients, she enjoys cooking, working out, golf and traveling. 




Kara Magsamen, CPA Photo
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Kara Magsamen, CPA

Tax Manager

Kara Magsamen, CPA

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.    





Elisa Skees Photo
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Elisa Skees

Manager Bookkeeping/Payroll

Elisa Skees

elisa@deltawealthadv.com


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.

Kristen Hopkins Photo
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Kristen Hopkins

Payroll Manager

Kristen Hopkins

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.

 
Gary Hall, CPA Photo
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Gary Hall, CPA

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
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Peter Frankos, CPA

Senior Staff Accountant

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.

Matt Horan Photo
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Matt Horan

Senior Staff Accountant

Matt Horan

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 3 cats.  If not relaxing at home he enjoys traveling, supporting vegan and minority-owned restaurants and running trails in Eagle Creek Park. 


Alan Skillern, CFP®, MBA Photo
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Alan Skillern, CFP®, MBA

Net Worth Advisor

ALAN SKILLERN, CFP®, 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 May of 2021, Alan became a CFP® professional. 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
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Linda Sackett

Office Manager

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.

Lisa Orbaugh Photo
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Lisa Orbaugh

Paraprofessional

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
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Tammy Roudebush

Administrative Assistant

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. 

 Robert Krahulik  Photo  Robert Krahulik  Hover Photo
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Robert Krahulik

 Robert Krahulik 

rkrahulik@deltawealthadv.com 


As a new addition to the firm, Rob works on individual tax returns and audit testing. He graduated from Indiana University Kelley School of Business with degrees in Accounting and Finance and is currently working to obtain his CPA license.

During his 4 years at Indiana University, Rob competed in the Little 500 Bicycle Race which culminated with a victory in his senior year. Rob continues to race bikes competitively and coaches current Little 500 riders.



Jeremy Gates, CPA Photo Jeremy Gates, CPA Hover Photo
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Jeremy Gates, CPA

Jeremy Gates, CPA

jgates@deltawealthadv.com


Jeremy has been in the finance and accounting fields since 2004, when he graduated with a B.S. in Business from Indiana University. He returned to school in 2009 and graduated from IUPUI with a M.S. in Accounting in 2011.

 Jeremy is a licensed CPA and brings a diversified skillset to DWA. He has worked for Ameriprise Financial, Charles Schwab, Ernst & Young, and SEI AFO before finding his way to DWA in early 2022. He has experience in financial planning and securities, tax compliance for investment partnerships, hedge and private equity funds, and family office accounting. For the past several years, he has mostly been involved with tax compliance for individuals and businesses. 

 Jeremy and his wife, Bena, live in Westfield with their son, Sylas, and their two dogs, Lucky and Sparky.


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LeeAnn Andrews

LeeAnn Andrews

landrews@deltawealthadv.com

Bio coming soon!



Dan Holt, CPA Photo Dan Holt, CPA Hover Photo
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Dan Holt, CPA

Dan Holt, CPA

dholt@deltawealthadv.com


Dan specializes in the construction and nonprofit area.  Audits, reviews, accounting, planning and tax compliance for nonprofits comprise about 45% of the services Dan provides to clients.   The remainder of his efforts is focused on construction and general owner operated businesses and tax returns for individuals.  Dan has been a CPA for 39 years, working at large local and regional firms in Oregon and Indiana before joining DWA in 2022.  Prior to working in public accounting, Dan spent six years working in industry for an oil and gas exploration company.   

 Dan is a member of the American Institute of Certified Public Accountants and the Indiana CPA Society.

 Dan is a 1981 graduate of Indiana University, with a B.S. degree in Accounting.


Rachel Martin Photo Rachel Martin Hover Photo
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Rachel Martin

Staff Accountant

Rachel Martin

rmartin@deltawealthadv.com

Rachel recently joined Delta Wealth Advisors in 2022 as a Staff Accountant with over 4 years of experience in both personal and business tax preparation. Prior to entering the tax services industry, Rachel received her Bachelor of Science degree from Purdue University in 2015 and a Master’s of Arts degree from Ball State University in 2017.

Rachel lives near Broad Ripple and enjoys hiking, biking, and going out to local restaurants around Indianapolis.


Shannon Wiggins Photo Shannon Wiggins Hover Photo
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Shannon Wiggins

Bookkeeper

Shannon Wiggins

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.


Mary Pat Young, CPA Photo Mary Pat Young, CPA Hover Photo
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Mary Pat Young, CPA

Mary Pat Young, CPA

mpyoung@deltawealthadv.com

Mary Pat provides assurance services (audit and review), tax planning and preparation for all types of taxpayers, business consulting, along with services related to the general accounting and financial statement preparation. Mary Pat’s experience includes non-profit, the construction industry, printing, the food industry, and retail.

Affiliations

        Member:  American Institute of Certified Public Accountants

        Indiana CPA Society

Education

         B.S., Accounting, Indiana State University

In her spare time Mary Pat and her husband Lee enjoy playing golf and attending as many professional golf tournaments as they can fit in.  Mary Pat and Lee have two children who are in their twenties, Jackson and Jessica.


Barbara Buschman, CPA Photo Barbara Buschman, CPA Hover Photo
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Barbara Buschman, CPA

Barbara Buschman, CPA

bbuschman@deltawealthadv.com

Bio coming soon!