ADDRESS

9000 Keystone Crossing, Suite 700
Indianapolis, IN 46240

PHONE
317-581-3984
 
EMAIL

shelley@thurstonspringer.com

Shelley Stergar

Sr. Registered Associate

VALUE STATEMENT

Life should be the adventure. Your financial well-being should not. Our clients trust us to guide them safely through changing economic conditions and into the future they desire.

APPROACH TO WEALTH MANAGEMENT

We do not offer one-size-fits-all advice. Our clients are unique individuals with equally individual financial needs and goals. We start by getting to know you, so we can offer you guidance based on your financial picture. That includes learning about your family situation, your current financial situation and your future plans. Retirement income planning is a growing part of our business. We will work with your attorney, tax advisor and other third-party consultants, as appropriate, to help ensure that all of your important life decisions are smoothly integrated into a total wealth management solution.

INVESTMENT PHILOSOPHY

Our philosophy is to treat each client as we would our own family and strive to build a meaningful, long-lasting relationship based on trust, integrity and superior client service. We are firm believers that diversification is the key to long-term investing.

QUALIFCATIONS

 

  1. Michelle Stergar (Shelley) has been with Thurston Springer since 1994, after working in the banking industry over twelve years. Shelley is licensed with FINRA Series 7, 63, and 65 securities registrations in addition to life, health and long-term care insurance licenses. She regularly attends continuing education courses in addition to meetings with fund managers and/or their representatives in order to remain current on the products they represent and this ever-changing investment environment. Sheis proud to have been nominated and received the “Five-Star Wealth Manager” award each year since 2011 (Indianapolis Monthly)

 

STERGAR/LOVISON TEAM – Shelley and Terry Lovison have been working together to make a positive difference in their client’s lives since 2005. Terry Lovison is responsible for the research and development of their asset allocation models in addition to ongoing monitoring and evaluation of their clients’ accounts. Shelley works with clients to coordinate and implement financial plans as well as manage and service ongoing client needs.

 

Let them show you the THURSTON SPRINGER difference.

 

PERSONAL INFORMATION

 

She and her husband, Mark, married in 2002. They have four grown children and reside in Brownsburg, Indiana, where they’re active members of the Bible Church of Brownsburg, enjoy traveling, the beach and wine tasting. 

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