Our Team

Experience You Can Trust.

We’re proud to bring you unmatched experience from financial advisors that care for each relationship as much as they would their own.  There’s no greater privilege than to partner with and guide each of our relationships to help them attain their financial goals.

Meet the Team

  • Tony Fiorillo

    Managing Partner

  • Dr. Danny Powell

    Advisor - Indianapolis

  • Yadi Garcia

    Advisor - Greenwood

  • Alan Timmons

    Advisor - Frankfort

  • Jason Gregory

    Advisor - Romney

  • Andrea Gasaway

    Advisor - Lafayette

  • Laura Zappala

    Executive Assistant

  • Joyce Smith, MBA

    Senior Administration Executive

  • Jeff Gasaway, MBA

    Advisor - Lafayette

Tony Fiorillo Autobiography

Tony Fiorillo attained a degree in Economics from Eastern Illinois University and studied International Business at the University of London.  In addition, he studied Investment Decisions and Behavioral Finance at Harvard University. He worked through college at a public accounting firm, advising clients on tax and financial matters.  Although his tax experience has proven invaluable, he has specialized in investments for more than twenty years.  Mr. Fiorillo served as a Controller of a multi-state produce distribution company for three years.

Mr. Fiorillo has held designations as a Registered Securities Principal as well as a Registered Securities Representative with a national NYSE registered broker-dealer, member NASD/SIPC. He is President of Asset Management Strategies, Inc., a Registered Investment Advisory.  The firm works closely with several accountants and attorneys, including the largest national law firm that specializes in litigation against stockbrokers. He has also designed a proprietary online platform to support participants of 401K, 403b and 457 Plans nationwide.

Mr. Fiorillo has authored, or been quoted in, a variety of publications including the Wall Street Journal, Bloomberg Wealth Management, Money Magazine, Smart Money, Indianapolis Star, Indianapolis Business Journal and accounting trade journals.  He has spoken at planning conferences from London to Cabo San Lucas, Aruba to Vancouver and across the US. He has taught investment classes on the high school and collegiate level.  He is the former co-host of “The Asset Management Strategies Show” weekly radio program. Along with several civic and social boards, he served as Chairman of the Indiana Council for Economic Education and is active in Angel Flight – Indianapolis, which flies non-emergency, medical related children and families to various facilities.

Ready to Serve You Along the Way.