About | MSF Advisors

About Us

We are your financial champion for life's pursuits.

We found that people are often missing one or two crucial pieces of the puzzle and I bet it's the same with you. You're probably doing a lot of things right, but there's something you're not doing correctly or at all that's holding you back.

Once we identify those things and figure them out, everything finally starts to click. That's when you start making serious progress and that's what MSF Advisors can do for you. We help you identify what's needed to align your financial life and pursue your goals.

It's All About You

As a client of ours, our ultimate goal is to make sure you achieve your financial goals. We are always looking to design long-term, diversified investment strategies built within a planning process and are always looking for the most cost-efficient, high-value ways to manage your money.

It's important that we're smart with your money. What you pay matters to us. We feel that it is important for you to know exactly what you pay so there are no unexpected or unexplained costs.

As a full-service financial firm, MSF Advisors is committed to providing you progressive strategies and a financial plan with the right investments that fit your life goals.

Client Centered In All 50 States

MSF Advisors is ready to work with you wherever you are. Being licensed and registered in all 50 states means you don't have to change advisors when you decide to move.

We'll be there for you regardless of your plans. We can work with you remotely and in-person, allowing you to receive advice from a qualified professional however you feel most comfortable.

Meet Our Team

Corey Norman, CFP®

Financial Advisor

317-564-2483

cnorman@msfadvisors.com

Corey obtained his CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation in 2019 to provide better advice and guidance to clients regarding investments, insurance and other financial planning matters.

Aaron Smith

Financial Advisor

317-564-2495

asmith@osaicwealth.com

Aaron started with MSF Advisors in February, 2025. He has worked in a number of roles, primarily with TD Ameritrade and Schwab, during his 20 plus years of experience in the financial services industry. In addition to supervisory...

Jermaine Clemons

Chief Strategy Officer

Jermaine's focus is on the business and relationship development of our advisors. His goals revolve around building long lasting partnerships and ultimately meeting clients’ objectives for their future.

David Shoup

Chief Business Development Officer

800 421 8260

dshoup@osaicwealth.com

David understands the difficulties that clients face when trying to decide on solutions to cover insurance needs. It is his goal to help them meet their objectives and provide guidance and support.