Martin J. Armbruster, CPA/PFS, CFP®

Founding principal

mja@treybournewealth.com

A founding principal of the firm, Martin’s interest in personal financial planning pushed him to open the wealth management business. A decision to register with the SEC in 1985 and become an independent investment advisor laid the cornerstone for Treybourne Wealth Planners. Martin cofounded our partner firm, Sherman & Armbruster, LLP, in 1982 when he approached Pat Sherman about a potential accounting partnership. Martin previously had worked for a regional CPA firm and had served as Controller of a Southside construction products company.

A 1971 graduate of the Latin School of Indianapolis, Martin earned a bachelor's degree at the University of Notre Dame in 1975. He became a Certified Public Accountant in 1978, earned a CERTIFIED FINANCIAL PLANNER® (CFP®)designation in 1982, and was awarded a Personal Financial Specialist (PFS)designation in 1995. He is a member of the American Institute of CPAs (AICPA) and the Indiana CPA Society. In 2014, Martin was selected to join the All-Star Financial Group, a national association of distinguished CPA's who specialize in financial, tax and investment planning for high net worth clients. All-Star members are a self-selected group of the Nation's top CPA Financial Advisors.

Martin has served as President of the Board of the Johnson County Community Foundation and President of the Board at Roncalli High School. He has served on parish finance committees at three Southside Indianapolis parishes and various not-for-protit organizations. He organized the St. Baldrick's Foundation fund-raising event in Indianapolis for eight years, raising in excess of $375,000 for children's cancer research. He currently serves as a consultant for the Johnson County Community Foundation.

Martin enjoyed coaching his two sons in various sports and remains actively engaged in outdoor activities, including running, biking, hiking and golf. Martin is married to Carol Kennedy-Armbruster, PhD. Carol is a faculty member at Indiana University.

Stephanie Willison, CPA/PFS, CFP®, AIF®

Principal

slw@treybournewealth.com

Following an internship with Sherman & Armbruster, LLP, in 1998 and 1999, Stephanie returned to the firm in 2010 as a Principal. She began her career as an auditor with RJ Pile, LLC, in 1999 after graduating from the University of Indianapolis with a bachelor's degree in accounting. To pursue her interest in wealth management, she transitioned to RJP Investment Advisors, LLP, and co-founded WealthPoint Advisors, LLC, in 2009.

She earned a CPA certification in 2002 and became a designated CERTIFIED FINANCIAL PLANNER® (CFP®) in 2004. She is a member of the American Institute of CPAs (AICPA), the Indiana CPA Society, and the Financial Planning Association (FPA).  Always committed to excellence, Stephanie received the CPA High Grade Award, and the INCPAS 5 Under 35 Award.

Stephanie served on the Board of Our Lady of Fatima Retreat House from 2011 - 2016 and has been involved in the Alzheimer's Association of Greater Indiana. She served as a leader for the Alzheimer's Association's largest fund-raiser, Memory Walk, from 2003-2009. She was the Walk chairperson in 2008. She also served as Treasurer of the Indianapolis Jazz Foundation. She is a member of Saint Barnabas.

Stephanie lives on the south side of Indianapolis with her husband, Scott, and their boys, Sean and Steven. She loves being a boy mom.  She enjoys spending time with her family and friends, going on walks, Broadway musicals, and photography.

"Look around, look around at how lucky we are to be alive right now!"

- Hamilton, The Schuyler Sisters

Tim Voegele, CFA®, CFP®

Chief Investment Officer

tev@treybournewealth.com

Our Chief Investment Officer, Tim Voegele,  joined Treybourne Wealth Planners after serving as Founder and President of Acuity Financial Advisors. 

Tim has been investing since graduation from Rose-Hulman Institute of Technology in 1977.   In the 1980’s, he earned his MBA (Finance) from Indiana University and in the late 1990’s began to work toward his goal of becoming an investment adviser.  He successfully passed the three levels of exams for the CHARTERED FINANCIAL ANALYST (CFA®) and was awarded the CFA charter in 2007.  The CFA charter is considered by many to be the most respected and recognized investment management designation in the world.

Also during this time, Tim completed courses of study in financial planning, investments, taxes, retirement planning and estate planning from the College for Financial Planning. He passed the CFP® exam in 2008 and earned the right to use the CERTIFIED FINANCIAL PLANNER® (CFP®) mark.

Prior to his career in financial planning and investments, Tim worked in engineering, manufacturing and finance roles with Eli Lilly and Company from 1977-2009. 

Tim recently served as President of the CFA Society of Indianapolis, and was a member of their Board of Directors from 2008-2017.  He has served the community in other areas including terms as President of the Center Grove Trojan Band Boosters in 2004-2005 and as Treasurer of Mount Olive Lutheran Church in Greenwood.

Tim lives in Greenwood with his wife, Carol.  They have three adult children.  They enjoy spending time in Florida during the winter months, and like many of the people we work with, are defining and refining their retirement years. 

"The best way to measure your investing success is not by whether you're beating the market but by whether you've put in place a financial plan and a behavioral discipline that are likely to get you where you want to go."

- Benjamin Graham, "The Intelligent Investor"

Jessica Shugg

Support Advisor

jlb@treybournewealth.com

Jessica began her career as a staff accountant, preparing individual and business tax returns as well as maintaining bookkeeping for local small businesses. In November 2015, to pursue her interest in wealth management, she joined Treybourne Wealth’s team as a Support Advisor where she assists clients with pursuing their goals and financial success.  

After graduating from Roncalli High School, Jessica earned a bachelor’s degree in Accounting and Finance with a Minor in Economics through Kelley School of Business in 2011. She is currently preparing for the CFP® exam.

Outside of work, Jessica enjoys spending time with her husband, Tyler, and their Samoyed, Isla. She also loves cooking, gardening, spin class and traveling.

"Take time to do what makes your soul happy."

- Author Unknown

Carol Cooney

Operations

cjc@treybournewealth.com

Serving as a member of our operations team since 2012, Carol Cooney works diligently to maintain Treybourne Wealth’s portfolio management software.  She reconciles client accounts daily into our portfolio management software.  Carol assists with developing and monitoring Treybourne Wealth’s compliance program, and she communicates compliance policy to management.  Part of her responsibility in the compliance area includes ensuring timely filing of regulatory documents. Carol also maintains books and records for Treybourne Wealth.  She enjoys the challenges resulting from the level of detail required in Treybourne Wealth’s day-to-day operations.

Carol began her career in life insurance sales support in 1984, working for Dan Hoyt and Associates.   While working with Dan, Carol became a licensed insurance agent and enrolled in St. Mary-of-the-Woods College to complete her bachelor’s degree in social sciences, graduating in 2001. 

Carol and her husband, Mike, live in Greenwood and are members of Saints Francis and Clare Catholic Church.   They have two sons, Jim and Eric, and 4 grandchildren.   Carol enjoys spending time with family and friends, reading, and quilting.  The Memorial Quilt hanging in the Narthex of Saints Francis and Clare Church is one of her most treasured and recognizable quilting creations.

"To laugh often and much, to win respect of intelligent people and the affection of children; to earn the appreciation of honest critics and endure the betrayal of false friends; to appreciate beauty; to find the best in others; to leave the world a bit better whether by a healthy child, a garden patch, or a redeemed social condition; to know even one life has breathed easier because you have lived. This is to have succeeded"

- Ralph Waldo Emerson

Tami Ficara

Administrator

trf@treybournewealth.com

Tami has been with the firm since 1998.  She enjoys being part of developing and maintaining client relationships and is constantly striving to find more efficient ways to facilitate office procedures and client service.

She enjoys spending time with her two sons, daughter-in-law and her cat, Lucky.  She is interested in anything to do with the alternative healing arts, spirituality, psychology, and motivational/inspirational topics.  She appreciates good music, good food, good wine, good company, and a good laugh (not necessarily in that order).

"Good humor is a tonic for mind and body. It is the best antidote for anxiety and depression. It is a business asset. It attracts and keeps friends. It lightens human burdens. It is the direct route to serenity and contentment."

- Grenville Kleiser