ABOUT US

About KSM Capital Advisors

KSM Capital Advisors is a financial advisory firm combining the tax and financial expertise of Katz, Sapper and Miller personnel with a wide range of independent investment resources to provide integrated wealth management services to our clients.

We understand the many issues affecting private clients, including wealth protection, taxes, inflation, cash flow needs, gift and estate transfer strategies, charitable goals, and family transfer concerns. By integrating all aspects of a client's financial picture, we develop an investment plan based on both our client's short-term and long-term goals. Our client's investment plan is customized and targeted to achieve their family's financial goals through an asset allocation that balances return against risk and minimizes taxes.

Valuing Independence

KSM Capital Advisors' income is strictly fee-based and 100% from clients. Thus, clients are assured of independent and objective advice at all times. We have access to a large universe of independent investment managers and strategies (mutual funds, separately managed accounts, ETFs, hedge funds, etc.) to structure client portfolios. Our investment recommendations, evaluations and ongoing monitoring are all free from conflicts of interest.

Ongoing Client Service

KSM Capital Advisors is committed to client service. Investment performance is reported on a quarterly basis and we regularly meet with our clients to review performance and recommend portfolio changes. Our client's overall financial plan is frequently evaluated to ensure the investment, tax and wealth planning strategies are in place to enable them to achieve their family's goals.

Meet Our Professionals

	Karen Mersereau, CPA, CFP™ 317-580-2087, Fax 317-805-1587 kmersereau@ksmca.com Bio Close Bio Profile Karen Mersereau is a managing director with KSM Capital Advisors, LLC, a registered investment advisor. KSM Capital Advisors offers customized financial advisory services tailored to achieve a client's specific goals, balance risk and reward, and appropriately allocate financial resources. Karen is also a partner with Katz, Sapper and Miller's Tax Department. As a partner in the Tax Department, Karen plays a key role in the operation of the firm's Personal Financial Planning Practice. She works one-on-one with individual clients to develop optimal financial, investment, tax and estate planning strategies. Through these strategies, she assists clients in reaching their goals and preserving family wealth. Education Karen received a Bachelors of Science degree in Business from Indiana University and a Masters degree in Taxation from Pace University. Associations and Community Involvement Karen is a member of the American Institute of Certified Public Accountants, the Indiana CPA Society and the Institute of Certified Financial Planners. Additionally, she serves on the board of directors of the Indianapolis Symphony Orchestra and is treasurer of the board of directors of the Richard Lugar Excellence in Public Service Series.
	Peter Reist, CPA 317-580-2086, Fax 317-805-1586 preist@ksmca.com Bio Close Bio Profile Peter Reist is a managing director with KSM Capital Advisors, LLC, a registered investment advisor. KSM Capital Advisors offers customized financial advisory services tailored to achieve a client's specific goals, balance risk and reward, and appropriately allocate financial resources. Peter provides personal financial planning and private office services to executives and high net worth families, and is a frequent presenter of financial planning seminars to executives, entrepreneurs, and employee groups. Peter is also a partner in Katz, Sapper and Miller's Tax Department as well as its Real Estate Tax Group. He has been with the firm since 1988 and in public accounting since 1983. Education Peter received a Bachelors of Science degree in Accounting from Manchester College. Associations and Community Involvement Peter is a member of the Indiana CPA Society and the American Institute of Certified Public Accountants. He serves on several charitable organizations' boards.
	Jared Nishida, CFA 317-580-2028, Fax 317-805-1528 jnishida@ksmca.com Bio Close Bio Profile Jared Nishida is an investment advisor with KSM Capital Advisors, LLC, a registered investment advisor. KSM Capital Advisors offers customized financial advisory services tailored to achieve a client's specific goals, balance risk and reward, and appropriately allocate financial resources. As an investment advisor, Jared's main responsibilities include trading, performance reporting, asset allocation modeling and client service. Education Jared received a Bachelors of Science degree in Business Administration from Taylor University. Jared is a CFA Charterholder.
	Glenn Shirley 317-580-2024, Fax 317-805-1524 gshirley@ksmca.com Bio Close Bio Profile Glenn Shirley is an investment analyst with KSM Capital Advisors, LLC. As an investment analyst, Glenn’s main responsibilities include quantitative and qualitative asset class and investment manager research and analysis, asset allocation modeling and client service. Education Glenn received a Bachelors of Science degree in Finance from Butler University. Associations and Community Involvement Glenn is a member of the Indiana Sports Corporation’s President’s Council, serves on the Youth Programs Committee for the Men’s and Women’s Big Ten Basketball Tournaments, and is a member of the Butler University Young Alumni Board of Directors.
	Laurie Tanselle, MBA 317-580-2192, Fax 317-805-2292 ltanselle@ksmca.com Bio Close Bio Profile Laurie Tanselle is a Client Advisor with KSM Capital Advisors, LLC. Laurie focuses on providing personal financial planning services to clients of the firm, including retirement planning, life insurance analysis, educational funding planning and estate planning analysis. Laurie has past professional experience in commercial, personal and corporate finance. She was previously a relationship manager with a commercial bank, responsible for providing financing and cash management services to privately held businesses and their owners. In addition, she worked in the international finance and marketing strategy groups of a major pharmaceutical company. Education Laurie received a Bachelors of Arts degree in Economics from DePauw University and an MBA in Finance and Accounting from The University of Chicago’s Graduate School of Business. In addition she is a graduate of the CERTIFIED FINANCIAL PLANNER™ Professional Education Program, and has passed the CFP® certification exam.
	Gail Boelke 317-580-2128, Fax 317-805-1628 gboelke@ksmca.com Bio Close Bio Profile Gail Boelke serves as a Client Services Manager for KSM Capital Advisors, LLC. She oversees client service issues and serves as a main point of contact for both custodian and client service needs. Gail has over 10 years experience in the securities brokerage and investment management fields. Education Gail received an Associates of Science degree in Business and a Bachelor of Science degree in Management Summa Cum Laude from Indiana Wesleyan University. Associations and Community Involvement Gail is a past President of the Greenbriar Elementary School Parent Teacher Organization and has served on the Washington Township Parents Advisory Council.
	Connie Bell 317-428-1126, Fax 317-428-1126 cbell@ksmca.com Bio Close Bio Profile Connie Bell is a Client Service Manager with KSM Capital Advisors, LLC. She oversees client service issues and serves as a main point of contact for both custodian and client service needs. Connie has over 15 years of administrative and 5 years of financial analyst experience in the telecommunications industry. She also possesses 9 years of experience in the investment industry. Associations and Community Involvement Connie is a volunteer with the American Cancer Society as well as the United Way.
	Lynn Thompson 317-428-1128, Fax 317-428-1129 lthompson@ksmca.com Bio Close Bio Profile Lynn Thompson is a Client Service Manager with KSM Capital Advisors, LLC. She oversees client service issues and serves as a main point of contact for both custodian and client service needs. Lynn has over 5 years of experience in the investment and finance industry and holds a Series 65 license (Investment Advisor Representative). Education Lynn received a Bachelors of Science degree in Business Management from Indiana University and an Associates degree in Computer Technology from Purdue University. Associations and Community Involvement Lynn is a past board member of Executive Women International, Inc.