Check the background of this financial professional on FINRA's BrokerCheck.
Indy Advisors LLC

About Our Company

Our Commitment 

At Indy Advisors, we treat our clients with courtesy  and integrity. 
We aim for realistic, honest financial advice that achieves results. 
Our years of experience and notable expertise ensure that your financial future is in good hands.
Our consistent track record of uncompromising ethics instills confidence and trust. 
We use cutting edge technologies to ensure up to the minute information from the financial world. 
 This allows us to respond quickly, and give you the most relevant information and perspective. 
            We are committed to providing you with the best possible financial service possible.
Indy Advisors is an independent, fee-only advisory firm.
Our Mission is to be your financial advocate.
Our Vision is to educate our clients.
Our Core Values is to provide the most ethical financial planning solutions and portfolio performance.

Our cornerstones are truth, honesty, knowledge and advocacy.

 Joe and Lance joined forces in 2010 to form Indy Advisors, LLC. 

They believe that their combined knowledge and experience will achieve remarkable results for all of their clients.

Joseph Hay is a Certified Financial Planner™ practioner 
with 16 plus years of experience in the financial service industry. Joseph considers his years at Charles Schwab as the backdrop to his knowledge and ethical beliefs in the financial industry.  Joseph gained experience from over 3 years working on Schwab's trading desk, before moving into the branch where he worked one on one with clients designing financial plans and management.

Forever an independent spirit, upon completion of his CFP® Joseph opened his practice in 2004.

Joseph is a graduate of California State University Fullerton and holds a B.S. in Business Finance.

He is also a Certified Financial Planner® and an Investment Advisor with clients accounts custodied through Charles Schwab Institutional. 

Joe enjoys many outdoor activities, including sailing, hiking, bicycling, golfing and tennis.

 

Lance Keesling  is a Certified Financial Planner™ practioner and has over 20 years in the financial services industry. 

Prior to joining Indy Advisors, LLC as a Managing Partner, Lance worked for 15 years at Charles Schwab, Inc. 

His duties at Charles Schwab included Branch Manager and the Private Client Group.

Lance works with clients in the management of their personal wealth.

He works with clients to set specific financial goals and then develop the plan necessary to create the opportunities for those goals to be achieved.

In addition, Lance has expertise in fundamental and technical analysis,
asset allocation, and portfolio management. 

Lance is a graduate of the Kelley School of Business at Indiana University and holds a B.S. in Finance. 

He is also a Certified Financial Planner® and an Investment Advisor with client accounts custodied through Charles Schwab Institutional. 


In his spare time, Lance enjoys cooking, golfing, tennis and spending time with his wife and two daughters.



 
 
 

Investment Advisor Representative of and Advisory Services offered through Indy Advisors, LLC

A State Registered Investment Advisory Firm.



This communication is strictly intended for individuals residing in the state(s) of FL, GA, IL, IN, NC and SC. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.