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1661 US 231 South
Crawfordsville, IN 47933

Phone:  765.361.3343
Fax:  765.361.3342

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Hoosier Heartland
Financial Services

 

Team

At Hoosier Heartland Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Bob Milligan

Investment Advisor Representative

(765) 361-3343

(765)361-3342

bob.milligan@ceteraadvisors.com

 Bob has been helping individuals and businesses with their financial needs since 1981. Upon earning an undergraduate degree in Agricultural Economics from Purdue University, he started...

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Danielle Kinkead

Assistant

(765) 361-3343

(765) 361-3342

danielle.kinkead@ceteraadvisors.com

In addition to managing the day to day operations of the HHFS office, Dani is responsible for ensuring that all clients are “treated like family”.

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Brad Tribble

Investment Executive

765-361-3343

765-361-3342

As an Investment Executive at Hoosier Heartland Financial Services, Brad works with clients to manage their assets in planning for their future. Brad enjoys planning hand in hand for clients, short, intermediate, and long term needs...

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