Team

At Wells Financial Group, LLC, we believe our approach adds a broader perspective to all we do and strives to provide increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and income strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
What will my income look like when I retire?
Are my investments working hard enough?
What’s a good approach for college savings?
Do I have enough life insurance protection for my family?

We have helped many people just like you with similar issues and concerns. Let our experience help you create an approach that is designed to address your individual situation.

Kevin M. Wells, CFP®

Financial Consultant

317-780-8377

kevin.wells@lpl.com

From “millionaires next door” to busy professionals and business owners, Kevin’s mission is to guide clients towards financial independence. Pursuing and maintaining financial independence requires a planning system...

Lynae Danzeisen

Client Service Manager

317-780-8377

lynae.danzeisen@lpl.com

Planning is all in the details; and it’s the details that Lynae coordinates to ensure our clients receive the exceptional service they deserve. If there is anything that we can do to improve your client experience, Lynae will do her...

Shelley Lytle

Client Service Associate

317-780-8377

Our Director of First Impressions, Shelley is quick to welcome everybody with a warm smile. Her attention to detail will ensure that you receive thorough and professional service with each request; and clients can expect a great deal...