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How We Serve
Is Rooted in What We’ve Experienced

In caring for our clients, we are guided by lessons learned from our own life stories. Reaching one’s goals takes experienced planning, perseverance and, often, a helping hand.

Experienced financial planning Carmel, IN Shoreline Wealth Advisor

Our Stories

What Brought Us Where We Are Today

Marion E. “Bud” Shore, CPA/PFS, MBA

There have been three events in my life that informed me of the man I was to become for the rest of my life: a person concerned about the safety, security and protection of others...

Jay Bumbalough, CPA/PFS

My story begins as a young child, when I spent many hours working the corn, bean and berry fields on my grandfather’s farm...

Brenda K. Baier, CFP®

My parents are my life’s greatest role models and examples. Both my father and my mother were the first people in either of their families to graduate from college, going on to earn master’s degrees...

Joshua D. Brumbaugh CPA

My story begins in rural northeastern Indiana, where my passion for helping people manage money was apparent from a young age...

Mark E. Lux, CHFC

Having grown up in a large family as the fourth of eight children, one of the many great benefits was that there were always many people around...

Vicki J. Kelsey, CSEP

All my life I have been told by everyone who knew my father that I am just like him. I consider that to be the greatest compliment that I could receive...


retirement planning Carmel, IN Shoreline Wealth Advisor

Everyone Has a Story. What’s Yours? 

Learning about your life and where you come from is where we always begin when working together. If you’re curious about partnering with us, we encourage you to get in touch for a brief conversation.

Schedule Time to Talk