Meet our team
Kris is our clients' point of contact and guiding light through financial planning. Kris has over 20 years of experience in the financial industry. Kris holds an MBA from Indiana Wesleyan University, and as a licensed Life Insurance and Fixed Index Annuity agent, Kris is passionate about helping people make smart investments and save money through strategic tax planning.
Mark is our clients financial advocate and planning advisor. Mark has been with D.R. Financial Group for over 5 years and carries over 25 years of utilizing tax reductions strategies and asset protection planning experience as a business owner and pastor. As a licensed Life Insurance and Fixed Index Annuities agent, Mark is obsessed with making sure our clients are making the best financial decisions to create and protect their wealth.
FINANCIAL PLANNING ASSISTANT
Wendy is the initial contact to point our clients towards the right financial advisor for their needs. Wendy has her Bachelors of Science from Ball State and carries over 19 years of administrative and support experience. Wendy is committed to providing incredible support to our team and ensuring the financial planning process is as easy as possible for our clients.
Deb is the heart of D.R. Financial Group’s Florida Office. Deb has been with D. R. Financial since its inception and lends her decades worth of entrepreneurial experience to operating the company and maximizing client success. Deb is passionate about helping our clients create, preserve, and retain wealth and managing the systems that allow our team to do so to the best of their abilities.