Your Pit Crew

Racing you to that checkered flag!

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Our Team

A teamwork approach adds a broader perspective and provides an increased benefit to our clients.

Our experienced professionals have helped many people just like you with similar issues and concerns.
We specialize in creating an approach that is designed to address your individual situation.

R. David Williams

Founder and President

Dave@rdwfinancialgroup.com

Dave Williams is President and founder of the Indianapolis-based RDW Financial Group. Dave’s passion for wealth management comes from his desire to help clients achieve their life goals. He leverages over 25-years of experience and background in Finance to help create comprehensive financial plans for his clients.

Dave is a graduate of Indiana University with a BS in Finance. For his clients, Dave believes that “Knowledge is Power” which is why his office has a Learning Center where he teaches his clients some of the best ways to help navigate through a successful retirement, with an emphasis on minimizing taxes, creating lifetime income blueprints, and legacy planning. He focuses on risk management and teaches clients how to help manage, control and minimize key risks.

Dave was awarded “Advisor of the Year” by Retirement Advisor Magazine in 2009 (formerly known as Senior Market Advisor Magazine). The Indianapolis Monthly also named him “Five Star Wealth Manager” for overall satisfaction in 2016, 2015, 2014, 2013, 2012, and 2010, an award given to service professionals who provide exceptional service to their clients based on research with peers, advisory firms, regulatory groups and most importantly, consumers.

Harley Shanklin

Senior Financial Advisor

Harley@rdwfinancialgroup.com

Harley Shanklin is a Senior Financial Advisor with RDW Financial Group. He is passionate about working closely with families to help take the unknown out of preparing for the future. He develops strategies designed to help families through all stages of life; from college planning to growing and protecting wealth. Harley employs goal-based financial planning to help people strengthen and preserve their wealth. This passion to serve is a reflection of his 10-years of active duty service as a combat medic and nurse in the Army. His experience helping people at home and abroad has instilled in him the drive and dedication to serving individuals and families through all transitions of life.

Harley studied Finance at Missouri State University. He is very active in the community and church and enjoys the outdoors with his beautiful wife Ashley, their two children and two dogs.

 

Stephanie Ludlow

Meeting and Event Manager

Stephanie@Rdwfinancialgroup.com

Stephanie has been with RDW Financial Group, full time, since April of 2013. She is responsible for scheduling, client relations and organizing the RDW Learning Center events as well as off-site events for clients and the community. Whether it’s booking speakers, making and sending invitations or doing set up or clean up, Stephanie takes care of it all. She has traveled extensively, but, when it came to raising her daughter, she knew Indiana is where she wanted to settle down. Stephanie is a graduate of IUPUI with a major in Tourism, Convention, and Event Management.

Kathy Williams

Client Service manager

kathy@rdwfinancialgroup.com

Kathy Williams has been with RDW Financial Group since March of 2006. Prior to that, she worked at the Indianapolis Motor Speedway as a customer service representative in the ticket office. Kathy brought her love for providing outstanding service to RDW when she joined the team and is responsible for handling all client account servicing and documentation associated with client files. Kathy enjoys traveling and spending time with her family and friends. She also loves to spoil her grandchildren: Elly, Leo, and Lennon. She and her husband Dave have been married for 35+ years and live in Avon with their 3 mini-dachshunds.

Signe Clausing

New Accounts Manager

signe@rdwfinancialgroup.com

Signe Clausing graduated from the University of Wisconsin – Milwaukee with a Bachelor’s Degree in Business Administration, majoring in Finance.

Signe has over a decade of experience in the financial services industry including supervising account transfers with an emphasis in mutual fund operations.  She has also created customized financial plans for individual clients as a Financial Advisor and specialized in life insurance and wealth management as an Associate Financial Representative.

Signe is originally from Milwaukee, Wisconsin and enjoys spending time with her husband, three children, extended family and friends.

Winter Holton

Front Office Assistant

winter@rdwfinancialgroup.com

Winter has been in the customer service industry for over 20 years, for a majority of the time she was a General Manager of a Movie Theatre. She focused on valuing her patrons and inspiring her employees to always provide top notch customer service. After having her son, she realized she wanted to settle down and be more involved in family life. She has worked in other customer service and accounting positions and truly loves being around people. She enjoys being pool side with a good book, watching baseball, movies and having game night with her family.

 

 

Have a question or need assistance?

Use the form below or call/email.
(317) 802-7672 | service@rdwfinancialgroup.com

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