I’m a Kentucky native and an Enneagram 4! My husband, Chris, and I have been married since 2015. Together, we have a son, Knox. He keeps us busy!
When we aren’t working, you are most likely to find us at a baseball field, but we also enjoy spending time outdoors, relaxing at home, or having fun with our friends!
I come to SRP with combined experience in sales, customer service, and team training and development. I love a good book and make a banana pudding that’ll knock your socks off.
Indianapolis Team3>

Lisa Wilson
Onboarding & HR Benefits Specialist

Catarina Totten
Relationship Manager, Operations

Matt Stolle
Retirement Plan Consultant

Marissa Soto
Relationship Manager, Operations

Kate Shaver
Senior Relationship Manager, Operations

Amanda Poole
Relationship Manager, Operations

Shelly Peterson
Manager, Client Services

Jill Penman
Manager, Client Services

Morgan Pendleton
Executive Assistant

Kate Matier
Relationship Manager & Plan Consultant
