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10194 Crosspoint Blvd, Suite 100, Indianapolis, IN 46256

(317) 842-8488
threeoaks@ceterainvestors.com

Schedule A Meeting

All of our appointments will be held virtually either via phone or Zoom Meeting. If you would like an in person appointment, please give us a call.

Schedule a Meeting with Stephen Roberts, Financial Advisor

Schedule a Meeting with Stephen Roberts, Financial Advisor

If you are a client, schedule a meeting with Stephen to review:

  • Your financial plan
  • Your investment portfolio
  • Your insurance portfolio
  • Upcoming client appreciation events

If you are not yet a client, schedule a meeting with Stephen to discuss:

  • What working with our team looks like
  • Various investment & insurance vehicles
  • Your goals and how to best pursue them
  • Upcoming educational events and webinars
Schedule a Virtual Meeting with Matthew Crooks, Financial Advisor

Schedule a Virtual Meeting with Matthew Crooks, Financial Advisor

If you are a client, schedule a meeting with Matt to review:

  • Your financial plan
  • Your investment portfolio
  • Your insurance portfolio
  • Upcoming client appreciation events

If you are not yet a client, schedule a meeting with Matt to discuss:

  • What working with our team looks like
  • Various investment & insurance vehicles
  • Your goals and how to best reach them
  • Upcoming educational events and webinars
Schedule a Meeting with Brian Johnson, Financial Advisor

Schedule a Meeting with Brian Johnson, Financial Advisor

If you are a client, schedule a meeting with Brian to review:

  • Your financial plan
  • Your investment portfolio
  • Your insurance portfolio
  • Upcoming client appreciation events

If you are not yet a client, schedule a meeting with Brian to discuss:

  • What working with our team looks like
  • Various investment & insurance vehicles
  • Your goals and how to best reach them
  • Upcoming educational events and webinars

Contact Brian via email or phone to schedule a meeting. 

Schedule a Virtual Meeting with Lydia Sonderman, Licensed Sales Assistant

Schedule a Virtual Meeting with Lydia Sonderman, Licensed Sales Assistant

Talk with Lydia to review paperwork, processing, and administrative aspects of your account(s).

  •  Update or make changes to existing account information
  •  Questions about paperwork/statements
  •  Assistance with online account access
Schedule a Virtual Meeting with Meredith Roberts, Sales Assistant

Schedule a Virtual Meeting with Meredith Roberts, Sales Assistant

Talk with Meredith to review paperwork, processing, and administrative aspects of your account(s).

  •  Update or make changes to existing account information
  •  Questions about paperwork/statements
  •  Assistance with online account access