Our Team
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.
Executives
Michael D. Fields, CFP®, EA®
President
317.844.2970
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...
Tifney L. Fields, MA
Senior Communications Strategist
317.844.2970
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...
Advisors
Michael D. Fields, CFP®, EA®
President
317.844.2970
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...
Sam Wagner, CFP®
Financial Advisor
317.844.2970
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,...
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...
Brett R. Jergens, CFA, CFP®, CPA
Investment Executive
David T. Martin, CFP®
Partner / Financial Advisor
Joel S. Morrison, CFP®, CFS®
Partner / Financial Advisor
Ryan P. Forster, CFP®, AIF®
Partner / Financial Advisor
Sean Tucker, CFP®
Financial Advisor
Specialists
Ashley Benefiel
Experience Specialist
317.844.2970
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...
Joshua Roth
Process Specialist
317-844-2970
CRS Tax Solutions
Daniel Delaney, CPA
Team Accountant
317-844-2970
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...
Paul Backer
Senior Tax Preparer
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...
Lauren Zajac
Accounting Associate
317-844-2970
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...