Broker Check
Kris Callaway, CIMA®

Kris Callaway, CIMA®

Managing Director | Financial Advisor

Kris graduated Indiana University with a degree in Economics and became a financial advisor in 1995. Over this time, he developed a set of skills in money management, financial planning, and retirement planning. His approachable style helps his clients make well-informed decisions while maintaining the discipline necessary to navigate the most challenging of markets.

Kris earned the Certified Investment Management Analyst (CIMA®) certification in 2000. His commitment to continuing education enables him to remain on the forefront of the latest and most effective wealth management strategies, for even the most complicated situations. For more than 28 years, Kris has guided individuals, families, and corporations to think about their finances in a new way and envision their future with anticipation rather than apprehension. Whether he is helping someone in the prime of their career develop a plan for retirement or a business map out its pension obligations, he will break down complicated concepts into simple, actionable ideas so clients can make thoughtful and informed decisions. Kris takes pride in taking care of the details so his clients can focus on those things that bring them, joy, peace, and fulfillment.

Kris also has tenured involvement working with Indiana county police retirement plans. One of the highlights of his career has been serving and forming meaningful relationships with Sheriffs and Merit Deputies throughout the state of Indiana. In 2008, Kris created and grew the idea which has now evolved to The Indiana Sheriffs’ 457(b) plan.

With a commitment to excellence, Kris was recognized as a *2023 Forbes/Shook Research Best-in-State Advisor, by helping individuals and families achieve their financial goals and build long-term wealth.  

* Forbes/SHOOK Research Best-In-State Wealth Advisor published April 4, 2023. Ranking as of June 30, 2022.