Broker Check

Meet Our Team

Approachable, Creative, Reputable

The team at Brunette & Associates has been providing financial advice, recommendations, and planning services to individuals, families, and businesses for more than four decades. In that time, we've helped thousands of clients build strong foundations to create and pursue their goals by helping to protect their assets and wealth.

We are passionate about helping you design a creative financial plan to build the resources you need to pursue the life you envision.

Advisors

Dan Brunette

Dan Brunette, CFP®, RICP®, CLU, CHFC, CASL, MBA

CEO & Principal

317-238-6582

Bradley Stewart

J. Bradley Stewart, CFP®, CWS®

Partner/Wealth Management Advisor

463-800-9101

Jon Taylor

Jon Taylor, CWS®

Partner/Wealth Management Advisor

463-800-9114

Brenda Ramsey CA Insurance License #4189364

Brenda Ramsey, CPA, CFP®, CWS®, RICP®

Partner/Wealth Management Advisor

463-800-9102

David Harsh

David J. Harsh

Partner/Director of Operations

463-800-9107

Joe Hudson

Joe Hudson, CFP®, CWS®

Wealth Manager

463-800-9113

Jerry Romjue

Jerry Romjue , CPA, CWS®

Wealth Manager

463-800-9110

Matthew Klink

Matthew Klink

Wealth Manager

463-800-9119

Our Associates

Rick Quear

Susan Alws

Mindy Woolsey, FPQP

Michelle Kelly

Michelle Mouton

Carrie Stark

Shelly Muncrief

Joan Collier

Emma Hesser

Jeremy Goodwin

Max Bortenschlager

Morgan Robinson-Gay

Skylee Campbell

Travis Rhoden

About Us

At Brunette & Associates, we provide more than financial planning services. We’re in the business of building trust and relationships. We work to make your goals a reality.

Our Firm

Let’s Talk

For more information about how we can help you build a financial plan and security to meet your goals, call or email us to schedule your no-obligation appointment.

Contact Us Today

Our Approach

A three-pronged approach of goal-setting, creative financial security planning, and continual monitoring helps protect and grow your assets.   

Our Approach