Logansport Office

314 Fourth Street

Logansport, IN 46947

Lafayette Office

3920 McCarty Ln.

Lafayette, IN 47905


How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Charles Vergara CFP®, AIF®

LPL Financial Advisor

(765) 471-3507


My name is Charles Vergara, but you can call me Charlie. I live in Lafayette and I am a proud Boilermaker alumnus, having earned a Bachelor of Science degree in Financial Counseling and Planning in 2016. My professional licensing...

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