Get to Know Krisna |
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My Life as a Student…
After growing up in Houston and then northwestern Indiana, I chose to pursue a Bachelor of Science in Public Finance at Indiana University. I knew at that point that I’d like to become a financial advisor, so I obtained the appropriate FINRA licenses over the next few years—Series 6, 7, 26, 63, and 65. My particular interest in analysis led me to pursue, and subsequently earn, the designation of Chartered Financial Analyst (CFA), a globally-acclaimed investment credential. I enjoy taking every opportunity to learn and grow, and my favorite opportunity has to be an Advanced Valuation course I took in 2018 at NYU Stern School of Business taught by the preeminent valuation expert Aswath Damodaran. Now I’m keeping my eyes open for what I might study next.
My Life as an Advisor…
Once I became an advisor in 2002, I joined a small advisory business, Diversified Financial Concepts, in Indianapolis. In 2007 I decided to open my own practice called Om Wealth Management. I later joined forces with Michael Dickerson, an advisor I had known at Diversified Financial Concepts and had also started his own business. We merged our two businesses in early 2018 and became Engage Financial Group.
My Life as a Community Member…
I put down roots with my wife and daughters in Zionsville, a small suburb in the outskirts of Indianapolis. I served in the Zionsville Chamber of Commerce as a board member in 2013, as vice-president the next year, and finally as the board president from 2015 to 2017. I greatly appreciated being part of a team that is dedicated to promoting the growth and wellbeing of a town I’m proud to call home. Professionally, I am currently on the Board of Directors of the CFA Society of Indianapolis, a nonprofit organization led solely by CFA charterholders whose mission emphasizes the importance of ethics and educational development in the financial industry.
My Life in My Spare Time…
As a father of two girls, free time feels like a luxury most days. I do, however, manage to make time for CrossFit, both as an athlete and as a trainer. I also read as often as I’m able—mostly non-fiction books about economics and behavioral bias.
After growing up in Houston and then northwestern Indiana, I chose to pursue a Bachelor of Science in Public Finance at Indiana University. I knew at that point that I’d like to become a financial advisor, so I obtained the appropriate FINRA licenses over the next few years—Series 6, 7, 26, 63, and 65. My particular interest in analysis led me to pursue, and subsequently earn, the designation of Chartered Financial Analyst (CFA), a globally-acclaimed investment credential. I enjoy taking every opportunity to learn and grow, and my favorite opportunity has to be an Advanced Valuation course I took in 2018 at NYU Stern School of Business taught by the preeminent valuation expert Aswath Damodaran. Now I’m keeping my eyes open for what I might study next.
My Life as an Advisor…
Once I became an advisor in 2002, I joined a small advisory business, Diversified Financial Concepts, in Indianapolis. In 2007 I decided to open my own practice called Om Wealth Management. I later joined forces with Michael Dickerson, an advisor I had known at Diversified Financial Concepts and had also started his own business. We merged our two businesses in early 2018 and became Engage Financial Group.
My Life as a Community Member…
I put down roots with my wife and daughters in Zionsville, a small suburb in the outskirts of Indianapolis. I served in the Zionsville Chamber of Commerce as a board member in 2013, as vice-president the next year, and finally as the board president from 2015 to 2017. I greatly appreciated being part of a team that is dedicated to promoting the growth and wellbeing of a town I’m proud to call home. Professionally, I am currently on the Board of Directors of the CFA Society of Indianapolis, a nonprofit organization led solely by CFA charterholders whose mission emphasizes the importance of ethics and educational development in the financial industry.
My Life in My Spare Time…
As a father of two girls, free time feels like a luxury most days. I do, however, manage to make time for CrossFit, both as an athlete and as a trainer. I also read as often as I’m able—mostly non-fiction books about economics and behavioral bias.