Brian Bischoff has been a Financial Advisor for over 20 years. He started his career with Merrill Lynch in downtown Indianapolis and worked with the firm for 12 years. He joined Wells Fargo Advisors in 2007 and remained there until he decided to start his own Registered Investment Advisory firm aptly named: Bischoff Wealth Management in September 2015. Brian’s office is located in Greenwood, IN.
Brian truly enjoys building a one-on-one relationship with his clients to ensure their financial needs are met. His focus everyday is to provide his clients with sound investment advice suited to their individual needs and circumstances using a low cost fee structure. Being a financial advisor is not simply dealing with money. You must look at each individual client and understand their goals, investment objectives and time frames. Each client and circumstance is different so you must be able to adapt your strategy through continuous communication. After all, this is a “relationship” business. The goal of Brian’s entire office is to make sure client satisfaction and results are met each and every day. Nothing is more important.
Brian has attained several designations over his career in the financial industry. He has obtained the financial licenses of Series 7, 9/10, 63 and 65. He also earned the designation of a Certified Financial Planner (CFP). He lives in Greenwood with his wife and five children. Brian is an active member in his community.
Kendal serves in a variety of capacities – mainly management of operations within the office on a day-to-day basis. Providing clients with first class service is Kendal’s number one goal and he prides himself on being as efficient and effective for clients as possible. He understands the importance of not only knowing a client’s investment goals but also their needs on a transactional level. Our firm offers a wide variety of banking tools that many of our client utilize regularly. As Operations Manager, Kendal oversees those features to ensure they are executed properly.
A graduate of the University of Indianapolis, Kendal lives in the Greenwood area.
Ed has spent over 45 years in the financial services and investment industry. He holds a bachelor’s degree from DePauw University and a master’s degree from Butler University. His career began in banking for a major regional bank. Ed spent 14 years in the investment and capital markets group; ultimately heading this area. He then moved to the investment banking side of the industry and for 13 years worked with a regional investment banking firm. He was involved in municipal finance, corporate finance, and headed up the retail sales group. Ed served on the Corporate Finance Committee of the Securities Industry Association for three years. Ed currently lives in Fishers, IN
Karen joined our firm in January of 2016. Having worked in the financial industry for several years, Karen brings client service experience to the team and assists with client transactions and day-to-day operations with in the firm. Prior to Bischoff Wealth Management, Karen served as an administrative assistant at Merrill Lynch. Karen lives in Greenwood with her family.