Meet our team
Kristopher is our clients point of contact and guiding light through financial planning. Kris has been with D.R. Financial Group for over 13 years. Prior to that, he spent over 5 years owning and operating Professional Tax & Accounting. Kris graduated from Indiana Wesleyan with a Master of Business Administration. Kris is passionate about helping people invest smart and save money by providing the best tax planning and financial advising.
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. 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 is new to the D.R. Financial team. 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 advisors and ensuring your financial planning process is as easy as possible.
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.