Chuck Roach is the owner of Roach Law Office, LLC. Chuck has practiced law since graduating from Indiana University (Indianapolis) in 1992, and has focused his practice on assisting individuals and families with estate planning needs.
Chuck advises clients regarding wills, trusts and other tools that will establish a plan for your family and assets. His office provides sound advice for your future, helping ensure that loved ones are protected, and that the property you have worked hard to accumulate is secure as well. As a lifelong practicing attorney in Indiana, with a substantial body of knowledge gleaned from his years with large and small firms (and as corporate counsel for a publicly-traded company) Chuck is able to provide "big firm" proficiency at reasonable rates. If you are in need of a will or estate planning, we at Werner Financial are fortunate to have a strong relationship with Roach Law, and are excited for our clients to have access to Chuck and his expertise.
Josh started his first business at twelve years old with a natural inclination for being an entrepreneur.
Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations, and Sales brings a unique depth to his Coaching Family Business.
Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling and spending time with his family.
Ashley Koontz is the owner of Ashley Koontz Bookkeeping, LLC. Ashley is a detail oriented bookkeeper who focuses on managing the small, daily needs of her clients’ financial records.
Ashley’s path to entrepreneurship started with a BA in Marketing from Taylor University, followed by degrees in both Business and Math Education. After spending ten years in a math classroom, she decided to combine her experiences with numbers, education, and accounting into helping small businesses grow and flourish. Ashley focuses her problem-solving skills on her clients’ accounts, leaving you the time and energy to lead your business forward.
Ashley believes in servant leadership, working hard on transaction categorization, account reconciliation, accounts receivable and payable, and any other services that best serve you and your business. She lives in Indianapolis, Indiana with her husband and daughter.
Through Aaron’s various experiences in customer service and college athletics, he has learned how rewarding it is to serve others and assist them in achieving their goals and dreams.
Aaron realized that no matter where life led him, his career would involve helping others and that's exactly what he gets to do every day. The mortgage industry has given Aaron the opportunity to help people find the best mortgage solution for their situation, and he feels that there is no greater feeling than seeing friends and families achieve their dreams of homeownership.
Aaron was born and raised in Portland, Indiana. He earned his Bachelor of Science degree degree from the University of Indianapolis and his Master of Science degree from Northern Illinois University. When Aaron is not working, he enjoys spending time with his friends and family, being outdoors, attending sporting events, and volunteering for various non-profit organizations.
Aaron has spent the last 15 years in the financial Services Industry as an independent financial advisor. Aaron helps retirees and pre-retirees plan and prepare to meet the financial challenges of tomorrow.
Aaron is a proud Accredited Investment Fiduciary designee and will serve his clients with the duty of loyalty and prudent professional management. While Aaron has a passion to help clients realize their retirement dreams and goals, he also takes an independent approach to provide truth and solutions to improve retirement outcomes. Aaron was born and raised in the Indianapolis area. He furthered his education at Indiana University by graduating with a Bachelor of Science from the Kelley School of Business. He excelled in both the classroom and the football field by becoming a 4-year starter on the gridiron while also achieving academic All Big-Ten for 3 years.
Aaron is a teacher at heart, and aspires to educate his clients as he navigates to meet each of their financial goals.Along with running his practice, Aaron has enjoyed coaching high school football and helping local youth learn how to face challenges on and off the playing field. This coaching and teaching approach is also applied to client relationships as Aaron has grown his practice over the last 20 years. Aaron resides in Broad Ripple, Indiana with his wife, Kellie, and their two children, Lillybeth and Harry. Aaron enjoys spending time with his family and friends.
You know how to succeed at what you do. With Werner Financial in your corner, you can rest easy knowing that the fruits of your success are protected and that your financial plan is working as hard as you are. Schedule a no-obligation conversation with Jason Werner at Werner Financial today to secure your success.