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. Each team member has specialized interests that work cohesively to meet your changing needs.

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 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

Senior Communications Strategist

317.844.5100

317.844.2970

tifney@crsindiana.com

As the Senior Communications Strategist at CRS, I have functioned mostly behind the scenes over the last 17 years. My primary functions have evolved since Mike’s passing. I now focus primarily on strategic planning, client...

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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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Sam Wagner, CFP®

Financial Advisor

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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Angela R. Brill, CFP®, AIF®, MBA, CDFA™

President

Angela Brill, CFP®, acts as President, Partner and Financial Advisor with Prosperity Advisors. She has been in the financial services industry since 1995, helping clients build a better future by providing unique advice tailored to...

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Brett R. Jergens, CFA, CFP®, CPA

Investment Executive

Brett Jergens is the Chief Investment Officer at Prosperity Advisors and is a partner of the firm. As CIO, Brett leads the investment team and supervises research and development activities, provision of investment strategies, and...
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David T. Martin, CFP®

Partner / Financial Advisor

Dave joined Prosperity Advisors in 2011 after over four years as an internal revenue and compliance analyst at the Federal Reserve Bank of Kansas City. Dave enjoys providing his clients with comprehensive planning and financial...
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Joel S. Morrison, CFP®, CFS®

Partner / Financial Advisor

Since 2010, Joel has worked with hundreds of clients’ families, learning about them and guiding them through their unique challenges and celebrating in their successes. In 2017, he earned his CERTIFIED FINANCIAL PLANNER™...
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Ryan P. Forster, CFP®, AIF®

Partner / Financial Advisor

Ryan P. Forster, CFP®, AIF® Partner / Financial Advisor Ryan Forster is a Partner and Financial Advisor with Prosperity Advisors. His focus is to quiet the noise of the financial world to simplify financial planning. Ryan...
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Sean Tucker, CFP®

Financial Advisor

Sean joined Prosperity Advisors in 2022. Sean started his career as a Financial Advisor for Ameriprise in Riverside, CA, in 1997. He went into management for a couple of years and also worked a year in compliance. In 2004, an...
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Specialists

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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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

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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Lauren Zajac

Accounting Associate

317-844-5100

317-844-2970

lauren@crsindiana.com

In my role as tax specialist with CRS Tax Solutions, you will contact me to schedule meetings with our tax team, get updates on the status of your tax return and provide additional information for outstanding tax documents. To keep the...

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