Cassie Bogaards - Old National Bank

Canterbury Group, located in Zionsville, Indiana, specializes in adaptive investment strategies designed to help clients navigate market volatility while aiming to limit declines during bear markets and compound returns during bull markets. With a combined 70 years of experience, the firm emphasizes education and guidance, offering resources such as the Portfolio Thermostat Strategy and the Canterbury Institute to empower individual investors and financial advisors alike. Founded by industry leaders Thomas L. Hardin and Kimberly J. Custer, Canterbury Group has established itself as a key player in the investment landscape since 2003, focusing on innovative, evidence-based portfolio strategies. The firm is dedicated to fostering client trust and understanding, ensuring that each investment approach aligns with the client's unique circumstances and values. Generated from the website

Northwestern Mutual in Zionsville, IN is a financial services company that offers a range of insurance and investment products to help individuals and businesses plan for their financial future. With a focus on long-term financial security, Northwestern Mutual provides personalized financial planning services and guidance to help clients achieve their financial goals. Generated from their business information