Broker Check

10194 Crosspoint Blvd, Suite 100, Indianapolis, IN 46256

(317) 842-8488
threeoaks@ceterainvestors.com


Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note with any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.


  • Brian Johnson
  • Lydia Sonderman
  • Matthew Crooks
  • Meredith Roberts
  • Stephen Roberts
Matthew Crooks

Matthew Crooks

Financial Advisor

(317) 842-8488 ext. 316

Stephen Roberts

Stephen Roberts

Financial Advisor

(317) 842-8488 ext. 318

Lydia Sonderman

Lydia Sonderman

Licensed Sales Assistant

(317) 842-8488 ext. 410

Brian Johnson

Brian Johnson

Financial Advisor

(317) 842-8488 ext. 204

Meredith Roberts

Meredith Roberts

Sales Assistant

317-842-8488

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. We'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

  • Tax

    Saving for the future doesn't always have to carry a heavy tax burden.  We'll create a plan that works for you and helps keep more money in your pocket.

Meet Our Team

Put decades of combined experience to work for you.

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