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. Niko 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.
Dino Efthimiou, CFP
With more than 10 years of experience in wealth management, Dino deals in 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. Dino holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. Dino, his wife Stacey and children, Niko and Maia, live in the Meridian Kessler neighborhood of Indianapolis.
Niko finnigan, CFA, CAIA
Ryan robertson, CPA
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. 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 three kids, Lucy, Darla and Reggie.