Financial Services

Otto’s goal is to simplify the process of investing, managing risk, preparing for retirement and preserving your wealth. By helping you acquire the information and strategies you need to pursue your financial objectives, he hopes to establish long and trusted relationships with his clients. Since graduating from Indiana University in 1986, Otto has worked in Insurance and Investments his entire 24 year career. He has been recognized for his outstanding financial service by various industry groups, and continues to believe that the right products for the right circumstances will best serve his clients in meeting their financial goals and objectives. He is active in Rotary International and the National Association of Insurance and Financial Advisors. He also serves as the Indiana Ambassador for the Nyaka Aids Orphans School, and is a Board Member of the Indiana Friends of Nyaka.

Creative Capital Solutions, LLC (CCS) is a financial services firm specializing in mortgages, reverse mortgages, life settlements and real estate brokerage.Jerry Hays, founder and President of CCS has 30 years experience in banking, mortgage lending and real estate. He is a graduate of the Graduate School of Banking, University of Wisconsin. He is Past President of the Indiana Mortgage Bankers Association and holds their Certified Residential Mortgage Professional designation. He also served for a number of years on the Indiana Bankers Association’s Mortgage Committee.

Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC

Mission StatementCirclesˆ™ is an intentional way for people to build relationships across class and race lines to end poverty in their communities. Circlesˆ™ is a high impact strategy that will:- Change the mind-set of the community so it wants to end poverty- Change goals, policies, and approaches to end poverty and, – Empower people in poverty to help solve community problems while transitioning out of poverty themselves.A Circle is a supportive, intentional, reciprocal, befriending relationship made up of one Circle Leader who is living in poverty and two to five Circles Allies who usually are from middle class. A Circle typically meets once or twice a month to build friendships and to work on the Circle Leader’s dreams, plans, and goals.A Circle Leader is an individual or family with a low-income who is interested in meeting her/his household needs on a consistent basis and becoming self-sufficient-. The Circle Leader is responsible for her or his Circle; convening, leading, and giving and receiving support. She or he will work with the Allies to complete her/his plan that was developed in the Getting Ahead group and with the Circles Coach. Getting Ahead prepares Circle Leaders to take a leadership role in the Circle and to use their knowledge and skills as problem solvers to work on poverty issues in the community as well.Circle Allies are community members who want to be in a supportive, intentional, befriending relationship with an individual or family working to get out of poverty. Circle Allies work with the Circle Leader to figure out how to accomplish her or his plan. Within the guidelines set by the Community Guiding Coalition, Circle Allies do what makes sense and what brings joy to the relationship. Circle Allies are trained in Bridges out of Poverty as a way to work with Circle Leaders in supporting their plans to get out of poverty.