Broker Check

Team

Kevin Clasen, CFP®, CLU®, ChFC®, MSFS®, ChSNC®
 

Special Care Planner

317-705-8149

Kevin, who runs a thriving financial services practice in Indianapolis, was recruited into the financial services business 24 years ago while he was still in college. Trying to make ends meet, he juggled a job at a bank to supplement the fledgling business he was working on in the evenings. “I didn’t have much,” he recalls of those early days, “but I did have one thing, and that was a solid work ethic.”

The investment paid off. Over the past two decades, Kevin’s business has flourished as a result of his hard work and the referrals of satisfied clients.

Kevin is best known for the work he does with succession planning for closely-held businesses, and financial planning for families of special needs children. Kevin believes it is important to offer clients a comprehensive suite of financial planning services, investments, and insurance products and a team approach with years of expertise between them allows for just that.

Kevin has made a firm commitment to staying current in his field, and has obtained six professional designations to date. He feels the time spent on professional development is well justified. Kevin sees continuing education as a capital investment in his business, much like a factory owner purchasing a new piece of machinery. “In our line of work,” he says, “we provide value to our clients by investing in ourselves.”

Kevin and his wife Shelly devote a lot of their time to their church, since their daughters went off to college and they became empty nesters. In fact, Shelly serves as the mission’s director which has allowed her to travel the world and see remarkable places and meeting fascinating people. Kevin says, “I couldn’t be more proud of the work my wife and I do for the community, it is all about giving back.”

Kevin graduated from Indiana Wesleyan University with a degree in Business Administration. He and his family reside in Indianapolis, Indiana.

Klynt Brummett, ChFC®

Chartered Financial Consultant & DI Specialist

(317) 208-6323

Klynt Brummett was recruited to into the business in 2005. A proud alumnus of Indiana University and Valparaiso University where he earned his Master’s Degree, Klynt is a Chartered Financial Consultant (ChFC®) and serves as the firm’s Disability Income Specialist.

As a Comprehensive Financial Planner, his practice is centered on educating clients to help them obtain their financial objectives. His insurance practice specializes in Life, Disability Income, and Long Term Care. He is an Investment Advisor Representative of MML Investors Services, LLC and advises on individual investment accounts to corporate 401k accounts.

Klynt is the firm’s MassMutual Agent Association Representative (AAX) serving as the voice to our home office, representing more than 200
advisors across the Midwest. Klynt also achieved the highest level of certification for Sandler Sales Training and is one of the firms instructors to our new advisors.

Active in his community, Klynt currently serves on the Board of Governors at the Skyline Club. Klynt was elected to the Hamilton Southeastern School Foundation in 2016. He was also elected to coach his son’s baseball team and is a basketball coach for the Upward Program at his church. Klynt is a member of the Indianapolis Hurling Club (the national sport of Ireland). Formerly, he served as the Chairman of the Visibility Team at church and on Church Council, as well as actively mentoring the youth. Klynt served two terms on
the Executive Leadership team for the American Cancer Society’s Discovery Ball and Chairman for the Young Professional Committee.

Klynt is married to his wonderful wife Niki and is the proud father of two children.

M.A. “Murray” Heisler, CFP®, ChFC®, CLU®

Investment Specialist

(317) 705-8144

Murray is a CERTIFIED FINANCIAL PLANNER™ Professional with the firm. Headquartered in Indianapolis, Indiana, The Crossroads Group
provides objective, customized solutions to assist individuals, professionals and business owners in reaching their financial goals.

After graduating from Miami University in Oxford, Ohio, Murray’s financial services career began in 1986. He attained the CERTIFIED FINANCIAL PLANNER™ designation in 1989, and later acquired the Chartered Financial Consultant and Chartered Life Underwriter designations.

Murray enjoys snow skiing, fishing and sporting clays. He and his wife Pam, along with their two sons Luke and Logan, reside in Carmel, Indiana.

Lisa Cook

Investment Strategy Specialist | Primary Assistant for M.A. “Murray” Heisler

Lisa has been the executive assistant to Murray for over 15 years. During that time, she crafted her knowledge as an investment strategy specialist in the office. Lisa is also a licensed agent holding her Life, Health, Series 6 & 63 licenses.

She works with clients to establish and maintain their investment accounts and also is responsible for maintaining and scheduling client relations.

Julie Falconer

Director of New Business Submission | Primary Assistant for Klynt Brummett

Julie joined the team in the early 2000’s and has over 8 years of insurance and financial services experience. She is responsible for new business and underwriting for protection products. Julie is also responsible for maintaining the online database, being the primary point of contact for our new client onboarding process, and handling client appointments.