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Multi-Year, Five-Star Professional Wealth Managers

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Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Not one strategy fits everyone, which is why every client goes through our S.T.A.R.T Planning Process. We take a proactive and individualized approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to Request your S.T.A.R.T Planning Guide and understand all the benefits and details. Everyone should have a tangible plan when planning and approaching retirement, do you have yours?

S.T.A.R.T TODAY




Your Team

Guiding you to and through thriving in your financial journey  

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.


Dave Williams Photo
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Dave Williams

Founder and President

Dave Williams

Dave 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 2019, 2018, 2017, 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.

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Harley Shanklin

Senior Financial Advisor

Harley Shanklin

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 individuals and families to help take the unknown out of preparing for the future. He develops strategies designed to help his clients 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 Indiana Wesleyan University. He is very active in the community and church and enjoys the outdoors with his beautiful wife Ashley and their two children.

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Stephanie Ludlow

Meeting and Event Manager

Stephanie Ludlow

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.

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Kathy Williams

New Accounts Manager

Kathy Williams

Kathy Williams

New Accounts 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. 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.

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Winter Holton

Client Services Manager

Winter Holton

Winter Holton

Client Services Manager

Winter@rdwfinancialgroup.com


Winter is responsible for handling all client account servicing and documentation associated with client files. She 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.

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Alison Pitzer

Front Office Assistant

Alison Pitzer

Alison Pitzer

Front Office Assistant

Alison@rdwfinancialgroup.com


Alison was born and raised in Indianapolis, and joined the RDW Financial Group team in July of 2019. She holds an Associate’s Degree in Business Administration, and is currently working towards a Bachelor’s Degree in Business Management. With nearly 20 years of both financial marketing and customer service experience, she began her career with the American Funds Group (or, a company in the mutual fund industry), fulfilling the role of customer service representative and eventually moving into a dealer marketing position.  Ultimately, she expanded her career to include office administration with various financial management firms.

Alison enjoys travelling, taking long walks, and spending quality time with her husband, two sons, two dogs and two cats.

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