Broker Check

Our Team

Client Centered

Choosing an advisory firm is a big step toward your overall financial goals. 

Every person deserves a knowledgeable financial advisor they can comfortably communicate with. We believe that education, experience and industry knowledge assist our team in communicating with you and developing a program to help you pursue your goals.

Our team is comprised of diverse backgrounds, training and skill sets. Collectively we bring over 45 years of experience to the profession. Each team member has specialized interests that work cohesively to meet your changing needs.

Additionally, our team has allocated time and resources toward organizations that enhance and develop the community in which we live. We have served on boards, as leaders and volunteers at over twenty local and national organizations including professional, church, community and kids programs.

As you get to know each member of our team, let us know if you have any questions at mike@crsindiana.com.

As a family business, Mike and Tif have worked together as a husband and wife team for over a decade.

We know that family is a high priority and we value family decision making, as well as the family experience.

Services
Trust
Independence

Executives

Michael D. Fields, CFP®, EA®

President

317.844.5100

317.844.2970

mike@crsindiana.com

I am the owner of Comprehensive Retirement Solutions (CRS), and CRS Tax Solutions. I have been in the financial services industry since 1993. In 1996, I was the youngest person with John Hancock Financial (at the time) to attain my...

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Tifney L. Fields, MA

VP Communications

317.844.5100

317.844.2970

tifney@crsindiana.com

Hi! I'm Mike's wife! As the VP of Communications with Comprehensive Retirement Solutions, you will rarely see me. I'm mostly behind the scenes. Over the last 15+ years, many of my responsibilities have evolved (exploded). At one point...

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Advisors

Michael D. Fields, CFP®, EA®

President

317.844.5100

317.844.2970

mike@crsindiana.com

I am the owner of Comprehensive Retirement Solutions (CRS), and CRS Tax Solutions. I have been in the financial services industry since 1993. In 1996, I was the youngest person with John Hancock Financial (at the time) to attain my...

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Ashley Benefiel

Experience Specialist

317.844.5100

317.844.2970

ashley@crsindiana.com

As an Experience Specialist at CRS, I develop internal procedures, best practices and process standards. Iam a liaison for investment and advisory team, I train Process Specialists in best practices, and execute/implement many client...
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Sam Wagner

Investment Assistant

317.844.5100

317.844.2970

sam@crsindiana.com

In my role as an Investment Assistant at CRS, you will often see me in meetings with Mike. As a part of my desire to learn how to grow into a lead advisor, I take notes in meetings, walk clients through the financial planning process,...
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Specialists

Jordan Coffey

Process Specialist

317-844-5100

317-844-2970

jordan@crsindiana.com

I am currently in the Process Specialist role with CRS. As a part of the specialist team, I serve as a liaison for clients and the advisor group. I often handle tech related issues, project management and research efficiencies. I am...
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Joshua Roth

Process Specialist

317-844-5100

317-844-2970

joshua@crsindiana.com

As a Process Specialist with CRS, you will most likely be talking with me on the phone, setting and confirming appointments. I will also be your first point of contact upon arriving for your meetings in office. Internally, I support...
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CRS Tax Solutions

Michael D. Fields, CFP®, EA®

President

317.844.5100

317.844.2970

mike@crsindiana.com

I am the owner of Comprehensive Retirement Solutions (CRS), and CRS Tax Solutions. I have been in the financial services industry since 1993. In 1996, I was the youngest person with John Hancock Financial (at the time) to attain my...

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Daniel Delaney, CPA

Team Accountant

317-844-5100

317-844-2970

daniel@crsindiana.com

As Team Accountant at CRS Tax Solutions, Daniel is responsible for tax reporting, counseling, processing, preparation, and review; as well as individual and business income tax filings. He also handles the bookkeeping for our clients...

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Paul Backer

Senior Tax Preparer

317.844.5100

317.844.2970

As a Senior Tax Preparer at CRS Tax Solutions, Paul is responsible for tax counseling, tax preparation, tax processing and reviewing individual, business and ministerial income tax filings. He has a breadth of experience over his 40...

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