Key dates/events
2015Mark Lux joins firm as Investment Advisor RepresentativeDeepens presence across Central Indiana
Josh Brumbaugh joins firm as Investment Advisor RepresentativeDeepens our presence across Central Indiana |
2015Brenda K Baier joins firm as Investment Advisor RepresentativeDeepens presence across Central Indiana and Midwest 2012Independent member of the BAM ALLIANCE initiativeA community of investors and independent wealth advisors who have discovered a better way to take control of financial futures and achieve life’s most important goals |
2009Co-founder of national Bright Sky GroupA forum for investment advisors committed to putting client interests first |
2009Acquired Rammelsberg & Rumsey, CPA firmFurther developing our presence across Central Indiana |
2004Initiated annual corporate sponsorship of Big Brothers Big Sisters of Henry CountyDemonstrating our commitment to community well-being |
2002Jay Bumbalough joins as co-ownerExpanding our manpower and deepening our executive/owner expertise |
2001Added 401(k) retirement plan servicesProviding 401(k) plan oversight in an independent, fiduciary relationship |
1998Joined BAM Advisor NetworkStrengthening our regional financial focus with broad, nationally based support services |
1998Shoreline Asset Management foundedInvestment and wealth management for business executives/owners, doctors and other professionals |
1995Personal financial planning services initiatedAdding financial planning to enhance accounting practice |
1990Shore & Company CPA firm foundedBringing quality accounting services to businesses and individuals in Central Indiana |