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Vinny McMahon

Here to act in your best interests

About me

Assisting clients in achieving their lifelong goals is incredibly rewarding. Outside of work, I spend time with family, stay active and take care of our home.


Certified Fund Specialist®


Bachelor of Science, Purdue University

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Visit one of our Locations

Indianapolis I - Indianapolis

8555 River Road
Suite 350
Indianapolis, IN 46240

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Indianapolis II - Greenwood

1499 Windhorst Way
Suite 210
Greenwood, IN 46143

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3592-101 Springhurst Blvd.

Louisville, KY 40241

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning