(317) 973-7700

Our Team

Our team of financial professionals gets to know you and your life-long goals, then, offers straightforward recommendations without ulterior motives. The financial strategies put into practice are in the best interest of you and your family. Meet our team below by clicking on the name of the person or scrolling down to view all.

Brian Brunner

Jon Buckley

Patrick Hoehne

Peggy Pfau

Stacey Dunham

Tara Becki



Brian Brunner, CPA & CFP®
This email address is being protected from spambots. You need JavaScript enabled to view it.

Brian BrunnerBrian is founder and president of CenterPoint Wealth Management. In 2001, Brian founded the firm to establish a trusted financial institution to serve individuals and their families. He emphasized and continues to uphold strong personalized focus when serving his clients and developing new long-lasting relationships.

He enjoys rolling up his sleeves to create custom financial plans tailored to the specific needs and goals of each client. Working closely with his staff and clients, Brian takes pride in earning the trust and confidence of those he serves.

Before founding CenterPoint Wealth Management, Brian was a senior manager at Deloitte & Touche where he primarily worked with small business owners and high net-worth individuals to provide investment consulting, estate planning and tax planning. Brian received his undergraduate degree in 1994 from Purdue University. He majored in finance and accounting. Brian is a licensed CPA and Certified Financial Planner ®.

Brian and his wife have four children- two girls and two boys. His life revolves around their activities. His daughters are active in theater, dance and singing. His boys play hockey. Brian also enjoys golf and racquetball.  

To Top


Jon Buckley, CPA
This email address is being protected from spambots. You need JavaScript enabled to view it.  

Jon BuckleyJon is responsible for tax, financial planning, and strategic projects at CenterPoint. Prior to joining CenterPoint Wealth Management, Jon was a Private Wealth Tax Manager at Deloitte Tax, LLP in Indianapolis where he primarily served small business owners and high net worth individuals to provide tax and estate planning as well as a variety of consulting and financial projects.

Jon received his undergraduate degree in 2011 from Purdue University where he majored in accounting and management and has been a licensed CPA since 2013.

Jon and his wife Jenn have twin boys, Grayson and Landon. Jon enjoys spending time with his family and friends, golfing, and traveling.

To Top



Patrick Hoehne, CFA
This email address is being protected from spambots. You need JavaScript enabled to view it.

Patrick Hoehne Patrick is responsible for investment research and portfolio management. He started at CenterPoint Wealth Management in June of 2012. Patrick enjoys monitoring market activities and analyzing investment opportunities. He previously spent 12 years at CNO Financial as a research analyst for CNO’s investment portfolios. Prior to his tenure at CNO, Patrick worked as a corporate banking officer for KeyCorp.

Patrick received his undergraduate degree in Finance from Indiana University in 1997 and has been a CFA Charterholder since 2006.

Patrick and his wife have two children. Both of their girls are active in dance classes and competitions as well as various school activities. Patrick and his wife enjoy spending time with their family and friends, reading, and attempting to keep up with their girls’ busy schedules.

To Top



Peggy Pfau
This email address is being protected from spambots. You need JavaScript enabled to view it.

Emily Despot Peggy is responsible for handling all tasks related to Trust and Estate reviews and processing. She enjoys her tight knit team and building lasting relationships with clients.

Before coming to CenterPoint Wealth Management in 2006, Peggy worked as a personal trust administrator for Merchants National Bank and National City Bank.

She received her undergraduate degree from Indiana University.

Peggy enjoys coaching CYO sports, traveling and playing board games.

 

 

To Top



Stacey Dunham
This email address is being protected from spambots. You need JavaScript enabled to view it.

Stacey Dunham Stacey is responsible for office management and client relations. In 2014, Stacey brought many years of customer service and management experience in retail and commercial banking to lead the firm’s efforts to enhance the client experience. Her outgoing and cheerful personality provide a lively environment for coworkers and clients on a daily basis.

Stacey is the proud parent of a teenage daughter. She loves spending time with family, friends and traveling and volunteering with several animal rescues in Indiana.

 

 

 

To Top



Tara Becki
This email address is being protected from spambots. You need JavaScript enabled to view it.

Tara Becki Tara is responsible for managing and maintaining various aspects of CenterPoint Wealth Management’s technology platform. Her primary responsibilities include researching and implementing new technology initiatives, enhancing data reporting, workflow development, database management, and assisting with compliance and quality control.

In 2013, Tara brought 13 years of software implementation/support experience to our office. Her experience includes software technical support, database management, and quality control assessment while working in conjunction with the banking and credit union industry.

She is married with two children and enjoys attending sporting related events with her family. Her undergraduate degree was received from Indiana University in Criminal Justice. 

To Top