Douglas R. Sweet,CFP®/CLU

I've been doing this since 1984. Earned my CFP® in 1987 and my CLU in 1990, but those are just letters. What actually matters is the work: sitting down with people, understanding their lives, and helping them build something secure. I'm a fiduciary, which means I'm legally bound to put my clients' interests first. But honestly, that's just how it should be. These aren't transactions. They're relationships. I know my clients' stories because I've been there for them through decades of life changes, decisions, and everything that comes with building a future. That's what keeps me doing this. Not the planning itself, but the people. Making sure they're taken care of. That's the job.

I grew up in Wabash, a small town in Indiana, where family meant everything. That hasn't changed. My wife Sunali was born in Africa to Indian parents, and together we've raised three kids who've gone on to build their own lives. Natasha and her kids, Elijah and Harper, are here in Fishers. Jasmine is out in Littleton, Colorado, practicing law with her husband, Dillon. And Jesse, who left medical school last year to join me in this work, lives in Noblesville with his wife Nina. I've got two grandkids now, and any time I'm not working, I'm probably with family or trying to get away on vacation.