L. Gene Tanner
Director/Investments
3178087224
Gene has been a fixture in the Indianapolis community, helping and serving others for many decades. His drive to help those less fortunate led him to focus on philanthropic efforts and build his own wealth planning practice. His service on the board of directors and finance committee for the Indiana State Chamber of Commerce has been ongoing for more than 30 years. Previously, he served as board member for the American Red Cross of Greater Indianapolis, board member and treasurer for the Nicholas H. Noyes Memorial Foundation, member of the investment advisory committee for the Central Indiana Community Foundation, and as trustee for the Indianapolis Museum of Art. Gene and his late wife, Rosie, were avid supporters of Early Learning Indiana, formerly known as Day Nursery Indianapolis.
Gene has guided high-net-worth individuals, businesses, and affluent families in the areas of wealth management, business succession, and retirement planning and estate planning strategies since 1958. After earning a B.S. in Business and Finance from Indiana University, he went on to serve in the Armor Branch of the United States Army as a member of the 63rd Tank Battalion, 1st Infantry Division.
Even outside the office, you will find Gene reading research reports or meeting with clients for a meal and conversation. Gene loves his family and always enjoys when his three children and 11 grandchildren come to visit.
Suzanne Marshall
Vice President/Investments
3178087393
Since 1985, Suzanne has guided her clients in the areas of retirement and estate planning strategies, college planning, investment and risk management strategies, and insurance planning. She focuses on building long-term client relationships centered on integrity, confidentiality, and transparency. Suzanne attended Wright State University and holds Series 7, 63, and 65 securities licenses.
Suzanne lives in Fishers, Indiana, with her husband, Ed. She is a member of the Financial Planning Association, American Pianist Association, the Holy Spirit at Geist Choir, and the Rotary Club of Indianapolis. Suzanne serves as a board member of Pet Friendly Services, co-chair of the community service committee of Rotary Club of Indianapolis, and is a past president of the Indianapolis Stock and Bond Club. An avid animal lover, Suzanne volunteers with many local animal welfare organizations, and in her spare time, enjoys playing the piano, singing, and gardening.
