Call us now:
317-550-3400
Our Team
We listen to understand your goals, create personalized financial strategies, and build lasting partnerships that evolve with your changing needs.
Jason Llewellyn
CPA, CDFA®
President
An Indiana native, Jason enjoys spending time with his family, cheering on the Colts, and perfecting his swing on the golf course.
Jason takes a holistic, personalized approach to financial well-being, providing clients with tailored guidance based on their unique needs and goals. With a background in accounting and his CDFA® certification, Jason brings technical expertise and genuine commitment to every client relationship. He serves on the IDFA (Institute for Divorce Financial Analysts) Board of Advisors and regularly speaks at legal education forums.
317-550-3404
Mark Hildebrand
CFP®, CDFA®
Financial Advisor
Mark focuses on building long-term client relationships rooted in trust and personalized service. With credentials in accounting, financial planning, and divorce financial analysis, he helps clients navigate complex transitions—offering steady, strategic support through every stage of life. Mark lives on the near eastside of Indianapolis with his wife, Patricia, and their two children, Caroline and Gabriel. Their family stays active with school, church, sports, and extracurriculars. Mark serves on the board of The Oaks Academy, a school community his family is deeply connected to.
317-550-3405
Mark Idzik
CDFA®
Financial Advisor
Mark is committed to bringing comfort and clarity to clients facing significant financial transitions. He combines empathy with deep technical knowledge to help individuals make confident decisions in uncertain times. With a background in corporate financial planning and specialized training in business valuation and litigation support, Mark offers a steady presence and practical insight when it matters most.
As a Certified Divorce Financial Analyst®, he works closely with clients and their legal teams to simplify complex financial issues and support long-term financial well-being. Originally from South Bend, Mark now lives in Carmel with his wife, Carrie and two sons, Jack and Ben. Outside the office, he enjoys watching his sons compete in various youth and high school sports, attending live music events, and cheering on Notre Dame football.
317-550-3402
Christina Harmon
Client Service Associate
With more than 20 years of industry experience, Christina specializes in building trust and strong relationships with clients. Her background in private banking and wealth management for high-net-worth individuals makes her an invaluable resource for our clients.
Christina’s dedication to client service is matched by her passion for supporting our troops and maintaining an active lifestyle. When not assisting clients, she enjoys reading, exercising, attending sporting events, and creating memories with family and friends.
317-550-3406
Julie Dant
Client Service Associate
Julie brings a client-first mindset to everything she does, offering thoughtful, personalized support across all areas of the firm. From trading and compliance to day-to-day service needs, she’s a dependable, behind-the-scenes force who helps keep things running smoothly.
Julie earned her Finance degree from Butler University and is passionate about building meaningful connections with the clients she serves. Outside of work, she enjoys reading, boating, and spending time with her three children, friends, and extended family.
317-550-3398
Whitney Schmitt
Marketing Director
With twenty years of financial services experience, Whitney specializes in event planning and educational programming, with a particular focus on women’s financial literacy. Whitney’s commitment to education extends beyond her professional life into her volunteer work with F3+R, supporting cancer research for better patient outcomes. A University of Kentucky graduate and Kentucky native, she now calls Fishers home with her husband and four daughters, balancing family life with her passions for reading, cooking, and travel adventures.
317-744-2804
Andrew Armstrong
Compliance Officer
With more than a decade of experience in compliance and risk management, Andrew keeps our team updated on industry regulations and best practices and ensures our firm adheres to all regulatory requirements. Andrew is a vice president and compliance officer with Dinsmore Compliant Services.
With professional vigilance, Andrew serves as our representative with industry regulators. He’s known for his quick thinking and proactive approach to minimizing risk. His attention to detail serves him well both in maintaining compliance policies and in his passionate pursuit of strategy board games in his free time.
513-832-5385
“We have one goal when working with individuals going through divorce. Whether it’s monthly budgeting, income tax planning, or long-term financial planning, our goal is to provide peace of mind to you that your best interests are being looked out for.”
– Mark Hildebrand, Financial Advisor