Meet Our Team

Team

Meet our dedicated team working together to turn ideas into impactful solutions.

Timothy Franey
Tom Bell
Firm Owner
Leslie Willms
Elisa Enriquez
Operations
Carroll Keeling
Alexa Hernandez
Client Experience Admin
Johanna Kassulke
Mari Delgado
Client Services Associate
Timothy Franey
Timothy Franey
Co-Founder
Leslie Willms
Leslie Willms
Co-Founder
Carroll Keeling
Carroll Keeling
Chief Operating Officer (COO)
Johanna Kassulke
Johanna Kassulke
Chief Financial Officer (CFO)
Francis Smith
Francis Smith
Chief Technology Officer (CTO)
Roderick Gulgowski
Roderick Gulgowski
Managing Director
Ethel Mitchell
Ethel Mitchell
Head of Sustainability & ESG
Global Head of Corporate
Adam Harber
Global Head of Corporate
Full Team

Meet our dedicated team working together to turn ideas into impactful solutions.

Timothy Franey
Tom Bell
Firm Owner
Leslie Willms
Elisa Enriquez
Operations
Carroll Keeling
Alexa Hernandez
Client Experience Admin
Johanna Kassulke
Reed Willett
Portfolio Design & Analysis
Francis Smith
Jim Winstel
Annuity Design & Analysis
Global Head of Corporate
Carlos Hernandez
Life Design & Analysis
Global Head of Corporate
Jack Reinoehl
MBA Financial Advisor
Ethel Mitchell
Hiram Hernandez
Head of Sustainability & ESG
Global Head of Corporate
Kimberly Ward
Junior Advisor
Global Head of Corporate
Tate Largent
Director, Business Development
Global Head of Corporate
Steve Bell
Junior Advisor
Global Head of Corporate
Marcia Dryjowicz
Insurance Design
Global Head of Corporate
Sam Eppy
Estate & Trust Planning
Roderick Gulgowski
Gabe Gould
Managing Director
Global Head of Corporate
Dr. Jason Heller
Certified Financial Planner
Global Head of Corporate
John Henson
Disability Specialist
Global Head of Corporate
Ryan Solle
Advanced Markets
Timothy Franey
Timothy Franey
Co-Founder
Leslie Willms
Leslie Willms
Co-Founder
Carroll Keeling
Carroll Keeling
Chief Operating Officer (COO)
Johanna Kassulke
Johanna Kassulke
Chief Financial Officer (CFO)
Francis Smith
Francis Smith
Chief Technology Officer (CTO)
Roderick Gulgowski
Roderick Gulgowski
Managing Director
Ethel Mitchell
Ethel Mitchell
Head of Sustainability & ESG
Global Head of Corporate
Adam Harber
Global Head of Corporate
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Phone Number
(954) 466 7864
Location
Brownsburg, Indiana
Support
CBell@financialguide.com

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The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Junonia Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.

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