Prosperity Financial Advisors
Relax & pursue your financial goals with confidence and clarity
We focus on key financial areas which we believe are crucial for financial success. Our niche is working with established businesses and families who’ve already done substantial planning in traditional disciplines.
Meet Our Team
Krysten A. Overly-Armour
Entrepreneur Leader & Financial Planner
Krysten has over 25 years of experience in the financial services industry. Her educational background includes attending the University of Indianapolis, where she focused her studies in the fields of pre-law, business, and finance. In the community, Krysten serves on the board of directors for Noblesville Youth Baseball (NYB) and is a member of the National Association of Women Business Owners (NAWBO). She is currently a board member for the Christian Professional Chamber of Indiana. Previously, Krysten was active in the Noblesville and Hamilton North Chamber, and involved in many Hamilton County projects.
Learn More About Krysten
Krysten has successfully completed the FINRA sponsored securities examinations which include the Securities Registered Representative: Series 7, Securities Registered Representative: a Series 6, Investment Company Products/Variable Contract Representative, a Series 66, Investment Advisor Representative, a Series 63, Uniform Securities Agent State Law. Krysten is an Investment Advisory Representative of Cambridge Research Investment Advisors. In addition, she is appointed for Life and Health insurance in IN, AR, AZ, CA, CT, FL, HI, IL, MI, MO, NC, NY, OH, PA, TCX, UT, WA, and WI. In Indiana, she also carries the certification for Long-Term Care (LTC), along with the Indiana Partnership LTC certification.
In the Past, Krysten served as Chairwoman of the Board of Advisors of her prior Broker-Dealer. In addition, she served as Chairwoman to the Practice Management Committee and participated as a member of the committee from 2016-2020.
In her time away from the office, Krysten enjoys spending time with her husband, Rob, and her children, as well as her four dogs. It wouldn’t be uncommon to run into Krysten out at a baseball diamond. She has many passions, including traveling, decorating, sports cars, and wine collecting.
Katie Scroggin
Director of Operations & Relations
Katie is a graduate of Purdue University, bringing with her over 10 years of securities, banking, and office management experience. She is an integral part of our team and embraces her part in the development of lasting relationships with our clients. She consistently strives to improve upon our high standards of customer service by finding new ways to create a “WOW” delivery of service for our clients.
In her free time, Katie enjoys spending time with her two daughters. Her interests include gardening, shopping, travel, and time spent on her family’s farm. A fun fact about Katie is that she loves Flipz Pretzels to the point that she has to hide her “stash” from her daughters.
Shelley Phifer
Director of Client Experience
Coming Soon
Drew Wagner
Financial Advisor & CPA
Drew is a graduate of Indiana University and has partnered with Prosperity Financial Advisors for over two years in the Securities Industry. His main day-to-day focus is on the ownership and Leadership of Wagner and Wetzel CPA Group. Drew’s current experience as a certified tax accountant, and prior experience as a controller, and Chief Financial Officer has added significant value to our firm’s small business clients, due to his ability to offer practical business solutions and Innovative tax strategies.
Edward Wetzel
Investment Advisor Rep & CPA
Ed is a graduate of Indiana University and brings over 20 years of experience offering total financial management expertise. He coordinates experts who participate with our clients including bankers, attorneys, real estate agents, and investment bankers. His diverse background brings experience in planning for and preparing tax returns for individuals in various professions, stages of life, and income levels. Ed specializes in individual, small business, and pilot clientele.
Zeus
Chief “Furnancial” Officer
Zeus is our office mascot and best friend. His presence helps create a calmer, more relaxed environment with reduced stress and increased productivity. He breaks down barriers, improves communication and welcomes his guests. As the “Prosperity Pooch”, he takes his greeting duties very seriously and believes everyone comes to see just him! Zeus has won the Employee of the Year designation seven years running – and is an irreplaceable member of the Prosperity Team.
In his free time, Zeus enjoys cuddles, long drives in the car, and playing with his stuffed animals. He believes all employees were hired to give their love and attention to him.
“Having a dog sit on your feet during tough decision-making moments helps you exhale and find perspective.” (Bond Collective)
Meet Our Team
Krysten A. Overly-Armour
Entrepreneur Leader & Financial Planner
Krysten has over 25 years of experience in the financial services industry. Her educational background includes attending the University of Indianapolis, where she focused her studies in the fields of pre-law, business, and finance. In the community, Krysten serves on the board of directors for Noblesville Youth Baseball (NYB) and is a member of the National Association of Women Business Owners (NAWBO). She is currently a board member for the Christian Professional Chamber of Indiana. Previously, Krysten was active in the Noblesville and Hamilton North Chamber, and involved in many Hamilton County projects.
Learn More About Krysten
Krysten has successfully completed the FINRA sponsored securities examinations which include the Securities Registered Representative: Series 7, Securities Registered Representative: a Series 6, Investment Company Products/Variable Contract Representative, a Series 66, Investment Advisor Representative, a Series 63, Uniform Securities Agent State Law. Krysten is an Investment Advisory Representative of Cambridge Research Investment Advisors. In addition, she is appointed for Life and Health insurance in IN, AR, AZ, CA, CT, FL, HI, IL, MI, MO, NC, NY, OH, PA, TCX, UT, WA and WI. In Indiana, she also carries the certification designation for Long-term Care (LTC), along with the Indiana Partnership LTC designation.
In the Past, Krysten served as Chairwoman of the Board of Advisors of her prior Broker Dealer. In addition, she served as Chairwoman to the Practice Management Committee and participated as a member of the committee from 2016-2020. From 2012 to 2020, she was recognized in the top 100 of advisors at her previous firm. For the last 8 years, Krysten had received the distinguished recognition of Executive Advisor on the Premier Consultant’s platform of her prior firm.
In her time away from the office, Krysten enjoys spending time with her husband, Rob, and her children, as well as her four dogs. It wouldn’t be uncommon to run into Krysten out at a baseball diamond. She has many passions, including traveling, decorating, sports cars, and wine collecting.
Katie Scroggin
Director of Operations & Relations
Katie is a graduate of Purdue University, bringing with her over 10 years of securities, banking, and office management experience. She is an integral part of our team and embraces her part in the development of lasting relationships with our clients. She consistently strives to improve upon our high standards of customer service by finding new ways to create a “WOW” delivery of service for our clients.
In her free time, Katie enjoys spending time with her two daughters. Her interests include gardening, shopping, travel, and time spent on her family’s farm. A fun fact about Katie is that she loves Flipz Pretzels to the point that she has to hide her “stash” from her daughters.
Shelley Phifer
Director of Client Experience
Coming Soon
Drew Wagner
Financial Advisor & CPA
Drew is a graduate of Indiana University and has partnered with Prosperity Financial Advisors for over two years in the Securities Industry. His main day-to-day focus is on the ownership and Leadership of Wagner and Wetzel CPA Group. Drew’s current experience as a certified tax accountant, and prior experience as a controller, and Chief Financial Officer has added significant value to our firm’s small business clients, due to his ability to offer practical business solutions and Innovative tax strategies.
Edward Wetzel
Registered Investment Advisor & CPA
Ed is a graduate of Indiana University and brings over 20 years of experience offering total financial management expertise. He coordinates experts who participate with our clients including bankers, attorneys, real estate agents, and investment bankers. His diverse background brings experience in planning for and preparing tax returns for individuals in various professions, stages of life, and income levels. Ed specializes in individual, small business, and pilot clientele.
Zeus
Chief “Furnancial” Officer
Zeus is our office mascot and best friend. His presence helps create a calmer, more relaxed environment with reduced stress and increased productivity. He breaks down barriers, improves communication and welcomes his guests. As the “Prosperity Pooch”, he takes his greeting duties very seriously and believes everyone comes to see just him! Zeus has won the Employee of the Year designation seven years running – and is an irreplaceable member of the Prosperity Team.
In his free time, Zeus enjoys cuddles, long drives in the car, and playing with his stuffed animals. He believes all employees were hired to give their love and attention to him.
“Having a dog sit on your feet during tough decision-making moments helps you exhale and find perspective.” (Bond Collective)
Check the background of investment professionals on FINRA’s BrokerCheck.
Services
At Prosperity Financial Advisors, we help you develop a personal financial vision, with financial goals and objectives for your future.
Once goals have been established, we customize appropriate strategies to suit your vision and objectives.
We can help you execute and manage an appropriate financial plan using strategies in the following 8 Key Service Areas:
Building and Managing Assets
After determining your investment objectives, risk profile, and time horizon, we can help you build a well-diversified, cost-efficient portfolio based on your current financial situation and future goals. On an ongoing basis, we will monitor your portfolio to ensure that your investments continue to perform as desired.
Retirement Strategies
We know you have dreams for your life during retirement. We offer targeted planning solutions to help you get there. Using tools like calculating cash flow and developing distribution projections, we will design strategies that create a stable income through the years.
Tax Strategies
A thoughtful tax strategy is a key element of your comprehensive financial plan. We will assess your tax situation, taking a proactive approach intended to not only reduce your tax implications but also maximize your long-term stability and success.
Estate Strategies
Our goal is to make the estate and wealth transfer planning process clear and understandable. We will help you think through the complex questions and issues involved, and implement a strategy for leaving the legacy you desire.
Educational Planning
Saving for a child or grandchild’s education is an important priority. We can work with you to determine how to plan for educational expenses within the framework of your other financial goals and develop tax-efficient strategies for saving, investing and monitoring investment performance.
Risk Management
If there is one certainty in life, it is that the journey will have unexpected turns. We can help you create contingency plans to navigate the unexpected. This may involve using financial tools to reduce or transfer some of the risk (Disability Insurance, Long-Term Care Insurance, Life Insurance) and/or protect your assets.
Increasing Liquidity
When planning your investments, it is vital to factor in liquidity and make provision for unforeseen events. We will help you understand your assets and their liquidity levels to develop a full-proof investment plan that will help you achieve your financial goals.
Liability Management
Liability management is the process of paying off liabilities from assets and cash flows. We will help you implement liability management strategies to achieve greater efficiency and profitability while reducing risk.
Articles – Coming Soon
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