Hands On Experience

Financial Plan Analysis

CRM Data Management

Investment Research Projects

Portfolio Performance Reviews

Client Meeting Prep

Mentorship

One-On-One Guidance

Career Path Coaching

Cross-Team Exposure

Executive Shadowing Opportunities

Feedback Sessions

Resume-Building Projects

Retirement Plan Modeling

Investment Policy Drafting

Client Segmentation Analysis

Event Planning Support

Social Media Reporting

Is the internship paid?

Yes, our internship is a paid opportunity. We believe in recognizing the time and effort our interns contribute to the firm.

Is the internship in-person or remote?

Our internship is fully in-person at our office. We believe in providing hands-on learning, face-to-face mentorship, and team collaboration that can best be experienced onsite.

What skills are required?

Strong communication, attention to detail, professionalism, and a genuine interest in wealth management are key. Familiarity with Excel and research tools is a plus, but not required—we’ll train you.

What is the duration of the internship?

Our internship typically runs 8–12 weeks during the summer, with potential extensions or part-time options available during the academic year.

Who is eligible to apply?

College freshman, sophomores, juniors, or seniors pursuing degrees in finance, economics, marketing, business, or related fields. We also welcome candidates with strong leadership experience or interest in financial services.

What does the application process look like?

Submit a contact form with your resume and cover letter. Selected applicants will be invited for an interview. Final decisions are typically made within 2–3 weeks of interviews.

How competitive is the program?

We aim to keep cohort sizes small to ensure a personalized experience. Each year, we receive a high volume of applications, so we recommend applying early and providing a thoughtful resume and cover letter.

Can I earn academic credit?

Yes, we’re happy to work with your college or university to help you receive academic credit if they allow it. Please let us know your school’s requirements when you apply.

Is there potential for a full time role?

Yes. High-performing interns may be considered for future full-time opportunities. Some of our current team members began their careers through our internship program.

Forbes America's Top 250 Wealth Advisors

2025-2018

Forbes Best-In-State Wealth Advisors (Ranked #1 & #2 in Indiana)

2025-2018

Forbes Top Women Wealth Advisors Best-In-State (Indiana)

2025

Barron's Top 1,200 Financial Advisors

2025-2021, 2016-2009

advisorhub-2025-100-women-advisors-to-watch-1-1

AdvisorHub 100 Women Advisors to Watch (Ranked #2 in 2025, Ranked #1 in 2024)

2025-2024

AdvisorHub 200 Advisors to Watch (Over $1B)

2025

Expertise.com Best Financial Advisors in Indianapolis

2025-2022

Forbes Top Next-Gen Wealth Advisors Best-In-State (Indiana)

2024

AdvisorHub 150 Advisors to Watch (Over $1B)

2024

Five Star Professional Five Star Wealth Manager Award

2024-2018, 2016-2012

AdvisorHub 100 Advisors to Watch (Over $1B)

2023

AdvisorHub 50 Advisors to Watch (Over $1B)

2022

Not indicative of advisor’s future performance. Your experience may vary. Click for full award disclosures.

Forbes America's Top 250 Wealth Advisors (2018-2025), created by SHOOK Research. Most recently presented in April 2025 based on data gathered from 06/30/2023 to 06/30/2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

Forbes Best-In-State Wealth Advisors (2018-2025), created by SHOOK Research. Most recently presented in April 2025 based on data gathered from 06/30/2023 to 06/30/2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

Forbes Top Women Wealth Advisors Best-In-State (2025), created by SHOOK Research. Presented in February 2025 based on data gathered from 09/30/2023 to 09/30/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Barron's Top 1,200 Financial Advisors (2009-2016 and 2021-2025), created by Barron's. Most recently presented in March 2025 based on data provided as of September 2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.

AdvisorHub 200 Advisors to Watch (Over $1B) (2025), created by AdvisorHub. Presented in June 2025 based on data gathered from 01/2024 to 12/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 100 Women Advisors to Watch (2024-2025), created by AdvisorHub. Most recently presented in June 2025 based on data gathered from 01/2024 to 12/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Forbes Top Next-Gen Wealth Advisors Best-In-State (2024), created by SHOOK Research. Presented in August 2024 based on data provided as of gathered from 03/30/2023 to 03/30/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Forbes America's Top RIA Firms (2023-2024), created by SHOOK Research. Most recently presented in October 2024 based on data gathered from 03/31/2023 to 03/31/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 150 Advisors to Watch (Over $1B) (2024), created by AdvisorHub. Presented in June 2024 based on data gathered from 01/2023 to 12/2023. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 100 Advisors to Watch (Over $1B) (2023), created by AdvisorHub. Presented in June 2023 based on data gathered from 01/2022 to 12/2022. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub 50 Advisors to Watch (Over $1B) (2022), created by AdvisorHub. Presented in September 2022 based on data gathered from 01/2021 to 12/2021. No fee was paid to be included in the ranking or to hold out in marketing materials.

Expertise.com Best Financial Advisors in Indianapolis (2022-2025), created by Expertise.com. Most recently presented in January 2025 based on data gathered as of August 2024. No fee was paid to be included in the ranking or to hold out in marketing materials. Additional fee was paid for advertising.

Five Star Professional Five Star Wealth Manager Award (2012-2016 and 2018-2024), created by Five Star Professional. Most recently presented in September 2024 based on data gathered from 11/2023 to 05/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Beyond gaining exposure to a wide variety of investment types and strategies, my time as an intern has allowed me to explore my own abilities and guide the direction of projects I’ve gotten the chance to work on. I’m grateful that when I’ve proposed ideas, I’ve been given the opportunity to act on them and learn through the process.

Joe Mathioudakis, Purdue University
Former Intern, Current Team Member

Interning was both enriching and rewarding, thanks to the amazing team and the engaging projects I had the privilege to work on. From contributing to meaningful projects to providing essential administrative support, every experience has contributed to my growth and learning. The welcoming and collaborative atmosphere made this internship truly exceptional.

Kansas Robinson, Northwestern University
Former Intern

In college, much of the work we do has clear problems and solutions. However, in the real world, the answers are often ambiguous and require you to think critically using limited information. Being given the authority to steer projects I’m working on has forced me out of my comfort zone, requiring me to learn as I go and grow my skills beyond what I thought I was capable of.

David Cooke, Indiana University
Former Intern