Our Team

Nancy L. Beck, CFP®, President of  Beck Financial Strategies

Nancy is the founder of Beck Financial Strategies,  an Independent Fee- Based financial planning firm located on the North-East side of Indianapolis.  She has provided customized financial planning services and educational programs for over 35 years. 

She is a member of the FPA, (Financial Planning Association), NAWBO, (National Association of Women Business Owners, SHRM (Society of Human Resource Management), as well as the Lawrence Chamber of Commerce.  She has served as an adjunct faculty member for the College for Financial Planning, CO. 

Nancy conducts a series of inspirational programs focusing on Money and Purpose for corporations, churches and other organizations.  She is also a Federal Retirement Planning Professional and provides benefit education and training for many Indianapolis companies.  Many, who sponsor these workshops, find the programs to be one of the most popular, and a key component in their employee benefit package.

Nancy is married and enjoys  traveling with her husband, John White, in their RV named “E.T.”, painting and playing the ukulele. They reside in Indianapolis, IN and Key West, FL.

 

 

 

 

 

 Andrea Sachs, Director of Client Services at Beck Financial StrategiesA

ndrea is the primary contact for Beck Financial Strategies and is an integral part of our team bringing over 25 years of valuable customer service and financial administrative knowledge and experience. She cares deeply about our clients and is very proactive in helping  them whenever there is a need that arises.

“ Because money is such a personal topic for our clients, it is vitally important that I work to establish a sincere and trusting relationship with each and every one of our clients.”

Outside of work, Andrea is extremely passionate about her daughters and granddaughters, Colts, Packers and the Pacers, the beach, nature and critters of all kinds.  She loves to spend time in the kitchen cooking and creating delicious treats for her friends and family while dancing to Reggae and R&B.

 

 

 

 

Beth Drury, Registered Associate at Beck Financial Strategies

Beth is a licensed assistant and plays an integral part in helping clients compile the necessary information to build an accurate financial plan. In addition Beth works hard to make sure all of our clients’ accounts are up to date and pays the upmost attention to details.

Beth is a licensed Life & Health and  Property & Casualty agent. In addition she holds  the  FINRA Series 7, & 66 securities licenses. She has a Master of Business Administration from the University of Indianapolis, where she concentrated in Finance and Organizational Leadership and a Bachelor of Science from Ball State University, majoring in Financial Planning and Minoring in Risk Management and Insurance.

Beth is also a Mary Kay representative and she and her husband Jim enjoy their 2 children, Charlie and Cora.

Adam M. Warnke* is a VA Accredited Attorney

Adam devotes his practice to Estate Planning, Elder Law, Asset Protection Planning, and Special Needs Planning. Part of accruing wealth is having a plan to protect and enjoy it, and to efficiently transfer an inheritance. Having experienced the challenges and adversity of disability, Medicaid eligibility, and long-term care in his own family, Adam is passionate about educating and assisting clients in navigating and planning to avoid those challenges.

Adam received his law degree from Indiana University Maurer School of Law, Bloomington, and was admitted to the Indiana State Bar in 2000. Early in his career, he served as General Counsel of the IN. Department of Natural Resources, as chief of Tobacco Litigation for the Indiana Office of the Attorney General, and in developing innovative, patient focused management structures for health care practices. He is a member of the Elder Law and Probate, Trust, and Real Property sections of the Indiana Bar Association and Indianapolis Bar Association.Prior to law school, Adam earned his AB in French and Biology in 1994 from Wabash College, in Crawfordsville, Indiana, after growing up in Indiana.

Since law school has made his home in Indianapolis. In his free time, Adam enjoys competitive Masters Swimming, music, and the joys of being a full-time marching band parent to his two teen daughters.

 

 

 

 

 

Jason Kieninger *, CPA Owner President JMK CPA Group, LLC

Jason has been a CPA for 23+ years and has specialized in tax  accounting during that time.  He previously worked for Katz, Sapper & Miller, Ernst & Young and Deloitte and for the last 13 years was a partner at a 15 person local firm on the north east side of Indianapolis. 

Jason left that firm in May of 2019 and started his own company, JMK CPA Group, LLC specializing in individual and small business taxes.  He has an office on the south side of Indianapolis as well as in the office of Beck Financial Strategies, located on the Fort  Benjamin Harrison campus. 

Jason graduated from IUPUI in 1996.  He is married to Christy and has two daughters Kayleigh and Gracie that are in high school. He and his wife Christy currently live in Franklin Township. 

 

 

 

 

 

 

John White *, Independent Insurance Agent and Medicare Specialist

John graduated from Indiana University in 1973 with a BS degree and a dual major in Marketing and Accounting from the Kelly School of Business. His professional career was spent in sales and sales management retiring eleven years ago from a Japanese company called Shindaiwa, a 2-cycle outdoor power equipment manufacturer headquartered in Portland, Oregon. He was Senior Regional Manager responsible for seven major accounts producing $25 million in sales for the company; five accounts in the USA and two in Canada.

Currently, as an independent life and health insurance agent, John uses his professional skills to work in matching senior’s needs with Medicare Supplement, Medicare Advantage and prescription drug plans. He works with the clients of Beck Financial Strategies, American Health network and Oak Street Health representing the products of United Health care, Humana and Anthem. 

John is married to Nancy Beck, has 2 children, 3 grandchildren and 1 great-grand child. He is a Master Gardener and enjoys bicycling and reading.                                                                                                                                                                                                                                                                                                   *Not affiliated with J. W. Cole Financial, Inc. or J.W. Cole Advisors, Inc.