(Greensburg, IN) — A downtown Greensburg financial planning firm is growing its team, adding a local financial associate as it works to expand the services it offers area families, retirees and business owners.
Phase Financial announced this month that Shiv Patel has joined the firm as a Financial Associate. The move comes as the independent firm looks to deepen its reach across Greensburg and the surrounding communities.
From left: Shiv Patel, Kelby Owens and Caleb Robertson of Phase Financial.
Patel is a recent graduate of the University of Cincinnati’s Lindner College of Business, where he earned a bachelor’s degree in finance with a concentration in financial planning. He built up hands-on experience during college through internships in wealth management and financial planning.
He’s already licensed in life and health insurance and has cleared the Securities Industry Essentials exam, a key early step toward becoming a licensed financial advisor. Patel is now working through his remaining FINRA securities registrations, and once those are complete, he’ll move into a full financial advisor role, taking on a broader range of client services.
Shiv Patel joins Phase Financial as a Financial Associate.
“We are excited to welcome Shiv to the Phase Financial team,” said Kelby Owens, owner of Phase Financial. “His work ethic, professionalism, and dedication to serving others make him an excellent addition to our firm. We are excited to support him as he continues to grow in his career and help our clients achieve financial confidence.”
Patel joins a small team that also includes Caleb Robertson, an insurance representative who focuses on helping clients protect their assets through insurance planning.
Phase Financial builds customized strategies for clients around retirement planning, investment management, 401(k) rollovers, college savings, small business retirement plans, life insurance, annuities and wealth preservation, among other services.
For Patel, the new role marks the start of a career he’s been working toward since college.
“I am honored to begin my career with Phase Financial and grateful for the opportunity to work alongside a team that genuinely cares about its clients,” Patel said. “Passing the SIE Exam and earning my Life and Health Insurance license were important milestones, and I look forward to completing my securities registrations so I can continue helping individuals, families, and business owners make confident financial decisions.”
Phase Financial is located in downtown Greensburg and operates independently, offering retirement planning, investment management, 401(k) rollovers, small business retirement plans, college savings strategies, life insurance, annuities and comprehensive financial planning to clients throughout the region.
Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St., Decatur, IL 62522, 217-425-6340. Phase Financial is independently owned and operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.
