Our Qualifications

     Krysten A. Overly-Armour

Krysten has well over twenty years of experience in the financial services industry. Her background includes attending the University of Indianapolis. She is an active member in the Noblesville and Hamilton North Chamber of Commerce, a member of the National Association of Women Business Owners (NAWBO),  a board member on the Christian Professional Chamber of Indiana. She has successfully completed the FINRA sponsored securities examinations which include the  Securities Registered Representative: Series 7,  Securities Registered Representative; a Series 6, Investment Company Products/ Variable Contract Representative, a Series 66, Investment Advisor Representative; a Series 63, Uniform Securities Agent State Law. Krysten is an Investment Advisory Representative of Camridge Research Investment Advisors Inc. In addition, she is appointed for Life and Health Insurance in IN, AR, AZ, CA, CT, FL, HI,  IL, MI, MO, NC, NY, OH, PA, TX, UT, WA and WI. In Indiana, she is also carries the certification designation for Long-term Care (LTC) along with the Indiana Partnership LTC designation.

In the Past, Krysten served as Chairwoman of the Board of Advisors of her prior Broker Dealer. In addition, she served as Chairwoman to the Practice Management Committee and had participated as a member of the commitee from 2016-2020.  From 2012 to 2020, she was recognized in the top 100 of advisors at her previous firm. For the last 8 years, Krysten had received the distingushed recognition of Executive Advisor on the Premier Consultant's platform of her prior firm. 

Krysten's passion in the client planning business brings a disciplined, analytical approach in helping create financial solutions and striving for retirement goals for all of her clients.

 

 

 

 

 

 

 

Katie Scroggin, Relationship Manager

Katie brings over seven years of Securities and Banking office experience. She is a integral team member by embracing her part in the development of lasting relationships with our clients. She consistently strives to improve upon our high standards of customer service by finding additional ways to create an ongoing "WOW" delivery of service for our clients.