Delta Wealth Advisors Employee Directory

Delta Wealth Advisors corporate office is located in 3755 E 82nd St Ste 100, Indianapolis, Indiana, 46240, United States and has 11-50 employees.

delta wealth advisors

delta wealth advisors llc

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Employees by Department

Departments

Number of employees

Finance

Sales

C-Suite

Operations

Key Employees of Delta Wealth Advisors

CM
Chris Makin
Head of Tax
PhoneEmail
SG
Susan Grafton
Lead Advisor Financial Planning Analysis Head of F...
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Delta Wealth Advisors Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Delta Wealth Advisors

Hundreds of professionals searching for Delta Wealth Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CM
Chris Makin
Email Direct
Head of Tax
United States , Indiana , Indianapolis

LO
Lisa Orbaugh
Email Direct
Paraprofessional
United States , Indiana , Indianapolis

NF
Niko Finnigan
Email Direct
Co-Founder
United States , Indiana , Indianapolis

JP
Jarrett Phelan
Email Direct
Tax Associate Advisor I
United States , Indiana , Indianapolis

MH
Mackenzie Hayden
Email Direct
Operations Specialist II
United States , Indiana , Indianapolis

NS
Nathan Stone
Email Direct
Wealth Client Service Associate I
United States , Indiana , Indianapolis

KL
Katie Landry
Email Direct
Wealth Client Service Associate II
United States , Indiana , Indianapolis

SC
Susie Casey
Email Direct
Enrolled Agent
United States , Indiana , Indianapolis

SG
Susan Grafton
Email Direct
Lead Advisor Financial Planning Analysis Head of Financial Planning & Analysis II
United States , Indiana , Indianapolis

JO
Joni Orwick
Email Direct
Accountant
United States , Indiana , Indianapolis

LD
Logan Dutton
Email Direct
Business Services Financial Planning & Analysis Associate I
United States , Indiana , Indianapolis

DH
Dan Holt
Email Direct
Member
United States , Indiana , Indianapolis

Former Employees at Delta Wealth Advisors

Explore people who held key positions, contributed to Delta Wealth Advisors's success, and advanced their careers.

DJ
Devon Joray
Team Member at Agresta Storms & O'Lea...
Worked as Senior Tax Accountant
at Delta Wealth Advisors (2022-2024)
Email Direct
MH
Meghan Huelsenbeck
Staff Accountant at Superior Auto
Worked as Accounting Services Associate
at Delta Wealth Advisors (2022-2023)
Email Direct

Explore More

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Frequently Asked Questions Regarding Delta Wealth Advisors Employees

How many employees does Delta Wealth Advisors have?

Delta Wealth Advisors has 11-50 employees

Who are Delta Wealth Advisors key employees?

Some of Delta Wealth Advisors key employees are Chris Makin, Susan Grafton

Where is Delta Wealth Advisors located?

Delta Wealth Advisors’s headquarters are located at 3755 E 82nd St Ste 100, Indianapolis, Indiana, 46240, United States

How do I contact Delta Wealth Advisors?

Delta Wealth Advisors Contact Info: Website: www.deltawealthadvisors.com

What does Delta Wealth Advisors do?

Delta Wealth Advisors offers a comprehensive suite of financial services including tax planning, financial advisory, and private real estate services. The firm caters to individuals and business owners, focusing on growing, protecting, and preserving wealth. With specialized in-house advisors, Delta Wealth Advisors aims to provide clarity in financ... Read More

Is Delta Wealth Advisors a public company?

Delta Wealth Advisors is private company therefore does not currently have an official ticker symbol

See more information about Delta Wealth Advisors Employees