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We have a staff dedicated to assessing your needs and monitoring the market changes. Our job just begins when investments are placed. Implementing a strategy never ends. This continual service is the hallmark of our business.

Graduating from Indiana State University with a BS/MBA emphasizing finance with minor studies in accounting, economics and math, Frank's passion for portfolio analysis and economics allow him to apply detailed market information to a client's personal situation. While fulfilling his passion in the investment field, he is able to help clients fulfill their financial dreams and desires.

Janet, cofounder of The Volkers Group, is responsible for all compliance issues associated with managing an investment firm.   Although much of her time is spent performing the duties of Branch Manager, her enjoyment comes from the day-to-day client contact.  Janet believes that building relationships, understanding a client's goal, objectives, and risk tolerance is the key to developing a financial plan tailored to each individual client.  Janet has accomplished much professionally, but her ultimate satisfaction comes from being with her family.

Sonya, cofounder of The Volkers Group, first began her professional role as an administrative assistant in 1993.  Her knowledge and interest in investments led her to become a fully-licensed and registered Financial Consultant in 1995.  Whether it is developing retirement spreadsheets, discussing Long-Term Care Insurance, meeting with clients, or presenting educational seminars, Sonya takes it all in stride as "just part of a normal day".  Her high energy, focused around high integrity, is often the catalyst of many successful projects for the firm. 

A Butler University graduate with studies in Finance, Information Systems, and Mathematics, Kyle brings research and technology to the firm. He became a licensed Financial Consultant and co founded the Volkers Group in 1996 and strives toward helping clients achieve their financial goals.  In addition to assisting clients, his special skills center on the technological side of the industry. He helps manage technology and research.  His devotion and insight help us incorporate industry advancements with customer service.

 

Jody has a Business degree from ISU and holds Series 7, 24, 66 and insurance licenses.    Jody focuses on client support, but is also heading our marketing and promotions of the specialized services that we offer.  She has a warm and outgoing personality which compliments her persistency to get the job done. 

After joining us in 1997, Margaret's pleasing voice is usually the first one you hear when calling The Volkers Group.  Her duties include assisting clients and financial consultants, as well as handling cash flow, new accounts, and processing of documents.  Fellow staff and clients alike consistently find Margaret to be friendly, knowledgeable, caring, loyal, and dependable; a definite asset to The Volkers Group team.

Becky holds a BA in Elementary Education from Anderson University and has gone on to study computer programming and database management at Indiana State University.  She brings 12 years of bookkeeping experience with her to The Volkers Group.  Becky not only handles all of the bookkeeping and accounting procedures for the office, but also writes nifty little software programs that make life easier for the rest of the staff to manage client files and provide friendly, caring service.  Her cheerful demeanor helps to keep office morale high even when the DOW is low!

Linda started with the Volkers Group in 1997 and knows what is required to fully support our back-office operations.  She makes sure the proper forms and paperwork are in order and processed in a timely manner for our clients to experience an ease in transition when new assets are invested with our company.