About

With over two decades of experience in the investment services industry, Michael Stewart has been helping families build, preserve and transfer wealth since 2000. As a CERTIFIED FINANCIAL PLANNER® practitioner, Michael specializes in goal-based planning with an emphasis on generational family wealth because true financial success extends beyond one generation.  His approach includes retirement planning, investment management, estate planning strategies, and wealth preservation, all tailored to each family’s unique needs and aspirations.
 
A resident of Whitestown, Indiana, Michael and his wife Jennifer are busy raising their two sons, Owen and Elijah.  During his downtime, Michael enjoys fishing, skiing and pickleball.  He holds a bachelor’s degree in finance from Butler University.

Rick’s extensive experience of over 19 years in management positions him as a significant asset in the financial advisory landscape. His role involved coaching and mentoring numerous financial advisors while serving as a liaison with top management, which underscores his leadership capabilities and commitment to professional development.

Through his introduction of best practices, he championed a highly personalized client service model tailored to meet diverse client needs. Rick’s development of user-friendly tools and technologies, along with a goal-oriented approach, ensures that each client’s life priorities are at the core of the integrated strategies he implements on their behalf.

Today, Rick leverages his rich background to provide clients with a well-rounded perspective. He is focused on helping them not only navigate challenges but also seize opportunities, reflecting his dedication to their long-term financial success and well-being. This holistic approach reinforces his role as a trusted advisor in his clients' financial journeys.

For almost 30 years, Tom has been dedicated to helping clients meet their financial goals.  With an eye on retirement and living comfortably in retirement, he helps clients put a sound investment plan in place by evaluating their needs, goals and personal risk tolerance. 

Before joining the financial services Industry, Tom graduated with a degree in Industrial Engineering and worked for RR Donnelly for a decade before he followed his true passion of helping people meet their lifelong financial objectives.

While at Wells Fargo Advisors, Tom has specialized in helping families and individuals manage their financial and personal affairs with a goal of a comfortable retirement.  We develop a very personal relationships with our clients which is so important to meeting their needs in a world of complex investments and uncertain times. 

Tom graduated from the University of Toledo with a Bachelor of Science in Industrial Engineering.  He spent first decade of his career in various management positions at RR Donnelley and Sons before starting in the financial services industry ultimately working here at Wells Fargo Advisors.  Tom is an active member of the Kiwanis Club of Zionsville/Whitestown where he serves as the current president and a board member.  He has been actively involved in coaching youth sports and activities in his home community of Zionsville, Indiana where he currently lives with his wife, and has two grown children.

Tom currently holds the FINRA Series 7, 63, and 65 security registrations.  In addition, Tom holds applicable Life and Annuity Insurance Licenses. 

Dodie Kirby is a seasoned financial professional and Registered Client Associate with a distinguished career spanning over 35 years. Since entering the financial industry in 1988, she has cultivated a deep and broad foundation of experience across multiple facets of the business — beginning in operations, progressing through fixed income trading, and establishing herself in institutional sales in 1991 and transitioned to the retail side in 2022.

Throughout her career, Dodie has built a strong reputation for her expertise in both taxable and municipal fixed income products. Her insights have made her a trusted resource to both clients and colleagues, consistently delivering high-level support. Her attention to detail has earned her a reputation for excellence in client service, reliability, and professionalism. As a Registered Client Associate, she plays a vital role in developing and maintaining long-term client relationships, ensuring each interaction reflects the highest standard of care. What truly sets Dodie apart is her commitment to a client-first philosophy. She takes pride in building strong, lasting partnerships through open communication, trust, and personalized service.

Outside the office, Dodie leads a full and active life. She has been happily married to her husband, Scott, for 40 years and is the proud mother of two children and grandmother to two grandchildren. In her free time, she enjoys golfing, traveling, boating, and camping.

With over 11 years of experience in the financial industry, Will brings a deep understanding of markets, client service, and investment strategy. He began his career on the trading desk at Charles Schwab, where he developed a strong foundation in trade execution and market operations. Will’s journey continued in roles supporting private client groups, where he focused on delivering personalized financial guidance and fostering long-term client relationships.

Will holds FINRA Series 7, 63, and 65 licenses. His goal is to become a trusted financial advisor, helping individuals navigate their financial journeys with a comprehensive, client-centric approach.

Before entering the financial sector, Will served in the United States Marine Corps, where he learned the values of discipline, leadership, and resilience—qualities he continues to carry into every aspect of his work.

Will earned his degree from Indiana University and currently resides in Carmel, Indiana with his fiancée and their three children. Outside of work, you’ll often find him golfing, cheering at his kids’ softball games, or enjoying the outdoors with family.