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A network of Greater Indianapolis professional advisors dedicated to building relationships and integrating charitable planning as a strategy for achieving their clients' overall goals.


Join JFGI's Professional Advisors Group


Professional Advisors Group brochure




  • Inclusion in a list of highly qualified professionals
  • Education about JFGI's work for the community
  • Regular updates on JFGI's philanthropic activities and opportunities for your clients
  • Invitations to educational and networking events


Benjamin Abraham, CFP®, CFS®, CASL®, CLU, RICP®, ChFc®, WMCP®

One to One Financial Advisors










Bradley S. Bell, CPA

BGBC Partners, LLP                         





Matthew R. Burnett 












Jude P. Byanski, JD

Dale & Eke








Bradley H. Cohen, JD

Cohen Garelick & Glazier









Peter Cukier

Equitable Advisors







William J. Dale, JD

Dale & Eke







Adan H. Diaz, CFP®, CRPC

Fresco Financial Advisors






Brian Eagle, JD

Eagle & Fein, P.C.





George S. Farra, CFA

Woodley Farra Manion Portfolio Management, Inc.







 David Franklin, CFA, CMT

Diamond Capital Management  The National Bank of Indianapolis








Lana Fridman, CPA

Lana Fridman, CPA, PC






Avshalom Gad,  CFP®, CLU, ChFC®, RICP®, LL.B

Eagle Strategies - New York Life Insurance









Rebecca W. Geyer, JD

Rebecca W. Geyer & Associates, PC









Len Grabovsky, CRPC, CFP®, APMA

The Grabovsky Group - Ameriprise Financial














Ronald M. Katz, JD

Katz Korin Cunningham, PC









Michael Kerschner, JD

Katz Korin Cunningham, PC






Paul A. Kraft, JD

Frank & Kraft, P.C.







Helen Kurlander Goldstein, CFP®

Goldstein Group Finanacial Advisors, LLC







James M. Macdonald, III

J.P. Morgan










Suzanne Marshall, Financial Advisor

Stifel Investment Services, Tanner Wealth Management Group









William R. Owen, CPA, CFP®

Denali Wealth Management Advisors, LLC












Jamie B. Ratner Rich, CFP®

The Knall/Cohen/Pence Group 










Jill Hauser Robisch, MBA

The National Bank of Indianapolis










Michael Schankerman, CFP®, CASL®, ChFc®, CFS®, RICP®

One To One Financial Advisors









Julie D. Singer, AAMS®, CFP®

Singer Wealth Advisory of Raymond James











Mark Smiley, CFA

Diamond Capital Management - The National Bank Of Indianapolis








Jeff Sondhelm, CRPC

Greenway Advisors











Larry Turow, CFP®, APMA

The Grabovsky Group - Ameriprise Financial


*The individuals identified above are participants in JFGI’s Professional Advisors Group, and this listing is provided  for informational purposes only.  JFGI does not directly or indirectly endorse or recommend any specific professional advisor.


For additional questions, contact us:


Paula Glanzman Goldberg

Director of Women's Philanthropy | 317-715-6980


Josh Lodolo

Senior Director of Planned Giving & Endowment | 317-715-9266