My Team
Mike McGinley and his team are dedicated to providing outstanding customer service and guidance as it relates to their clients’ needs. Together, they have over 80 years of financial industry experience and are focused on offering each and every client a complete financial plan- whether a client is focused on managing current financial success, or on protecting and preserving assets over the long-term. Please call whenever you have a question or need assistance; Mike and his team are happy and prepared to help.
Scott P Cork, CLU®, ChFC®
With 22 years of industry experience, Scott leads our investment operations. Scott develops customized investment strategies and oversees account management initiatives, including required minimum distributions, tax loss harvesting, and advisory trade functions. Scott is a Ball State graduate and is married to Sonya with one child, Toby.
What Scott can do for you:
- Answer any investment related question
- Take orders to buy or sell securities
- Clarify tax related items with your CPA
- Coordinate money movement between other institutions / banks
Stephanie Taylor
Stephanie joined our practice after 9 years at Oxford Financial Group. Stephanie leads the creation of customized retirement plans with a focus on asset accumulation and income distribution. Stephanie is graduate of the Kelley School of Business of Indiana University and is married to Chris with three children, Kennedy, Marley and Cameron.
What Stephanie can do for you:
- Create a customized retirement plan with Monte Carlo simulation
- Assist with website access and navigation
- Help facilitate customer service items
- Coordinate with Mike, Joe, and Andy on planning items
Joe Reitz, CFP®
Joe is primarily focused on discovering and determining clients' goals and objectives. He graduated from Western Michigan University and received his MBA from the Kelley School of Business at Indiana University. Joe was a 7x captain of the Indianapolis Colts and Indianapolis Colts 'Man of the Year.' Joe is married to Jill. They have six children, Juliana, AJ, Ginny, Johnny, Hannah and Pete.
What Joe can do for you:
- Meet in person or via Zoom
- Help clarify retirement goals
- Develop comprehensive investment strategies
- Solidify risk management funding
Alyson Frantz
Aly has 13 years of investment experience, including valuable time with Merrill Lynch. Aly is readily available to answer any investment related questions and takes orders to buy and sell securities. Aly is a graduate of Indiana University.
What Aly can do for you:
- Answer investment related questions
- Take orders to buy or sell securities
- Coordinate money movement between other institutions / banks
- Establish and fund new investment accounts
Robin Kontor
Robin leads our client communication efforts and the scheduling of in-person and virtual meetings. Robin also coordinates internal communication within our team. Robin is a Ball State graduate and is married to Jeff with three children, Courtney, Jordan, and Frankie.
What Robin can do for you:
- Schedule in-person or Zoom meetings with Mike, Joe, or Andy
- Assist with website access
- Help facilitate any customer service item
- Coordinate planning items with any team member
Andrew Crooks, ChFC®
Andy initially established his own practice 9 years ago. Since joining our team, he has continued to work directly with clients with a special focus on retirement saving and planning. Andy is an Indiana University graduate and is married to Gwen.
What Andy can do for you:
- Meet in person or via Zoom
- Help clarify retirement goals
- Develop comprehensive investment strategies
- Solidify risk management funding
Amy Elizabeth Clark
Amy joined our practice in 2020. Amy assists with insurance funding and customer service requests. Amy is an Indiana University graduate and is married to JJ with four children, Maura, Grant, Lucy, and Ian.
What Amy can do for you:
- Execute insurance underwriting
- Assist with beneficiary, ownership, premium payments, or address changes
- Coordinate with Scott and Aly on related items for investment accounts
Christopher M Lawson
Chris has 10 years of industry experience. Chris assists clients with various customer service and planning items. Chris is a graduate of Lincoln Christian University and is married to Sarah with one child, Brooks.
What Chris can do for you:
- Help implement various planning items, with a special focus on complex insurance planning
- Help facilitate any customer service item
- Coordinate with Scott and Aly on related items for investment accounts