Business Overview:

The Kotys Group is an independent boutique firm with clients in 10 states. Our relationships with clients are deep, and we prefer to take on only a limited amount of new clients each year. We are driven by helping you pursue your dreams and work towards your goals. We couple our proactive wealth management strategies, and comprehensive wealth management process, with a commitment to strong relationships, and impeccable service and execution.

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More about us

The Kotys Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. The Kotys Group has been ranked in the top 10% of the more than 12,000 LPL Financial Advisors nationwide, and has been featured in the April 2011 subscription edition of Forbes magazine. For each of our clients we strive to help create financial stability to provide financial independence.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about your family, and making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent financial decisions. We partner with you on this path in a couple of ways. 1) Advance and Protect – In an ever changing fiscal environment it is important to have a flexible, proactive strategy that can position for growth potential in advancing markets, and protect (using a disciplined sell strategy) in sideways or declining markets. 2) Wealth Vision – Our powerful and comprehensive financial planning process. The software we use provides robust, real-time financial analysis effectively keeping your financial plans current at all times. This software exceeds the limits of online banking and account management, allowing us to create and review what-if scenarios, goal setting, asset balancing and position tracking.

Our Team

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Wesley Kotys | President and Wealth Advisor

Wes started his career in 1999, and has quickly become a top rated financial advisor. He has been recognized as part of the LPL Financial Director’s Club. This distinction is awarded to less than 15% of the more than 12,000 LPL Financial Advisors nationwide. This is based on a production ranking of all registered advisors supported by LPL Financial, LLC, the nation’s largest independent broker-dealer, as reported by Financial Planning magazine, June 1996-2011, based on total revenue. Wes’ company was featured in the April edition of FORBES magazine, under a special “Indiana Financial” section, and he is a recent recipient of the 20 Under 40 award given by the TIMES and BusINess magazine. Wes is a second generation financial planner, who got an early start working for two large, well-respected broker dealers. After obtaining 10 years experience with those firms, he had the knowledge and vision to begin The Kotys Group. As an accomplished speaker and educator, Wes has presented educational programs and workshops for individuals, non-profit organizations, and corporations throughout Indiana.

Wes' vision is to be the most trusted advisor as a result of expertise, unwavering integrity, and highly-personalized service that exceeds expectations. Licenses and Securities Registrations*: General Securities (series 7),  State Law and Investment Advisor Representative (series 66), Registered Securities Principle (series 24), Life and Health Insurance, and has earned the Accredited Asset Management Specialist designation from the College for Financial Planning. 

On a personal note… 

Wes enjoys staying active through triathlons, golf, and tennis. Wes and his wife Sarah enjoy serving on the leadership team of their church where they are active volunteers. They are also working with organizations, local and abroad, to bring strength-based community development among the youth.

 Email Wesley Kotys at wes@kotyswealth.com 

*Securities Registrations held through LPL Financial

Sarah Kotys |CFO/ Team Leader

Sarah joined Wes in opening The Kotys Group after her employment as an auditor for the State of Indiana. She has extensive experience in accounting for small businesses as well as governmental accounting. She received her degree in accounting from Purdue University. As the CFO she utilizes her experience in doing the accounting and internal auditing for The Kotys Group. Sarah’s responsibilities also include compliance and marketing.

 On a Personal Note…

 Sarah is a member of Kappa Kappa Kappa, an organization whose purpose is to promote charity, culture, and education locally and state-wide. Sarah also shares the same eagerness as Wes to show the people around her care for their lives. She is learning to enjoy cooking from her Dad’s family cook nights. She also enjoys running and tennis. Both Sarah and Wes’ families are local and they enjoy all the time they are able to spend with them. 

Email Sarah Kotys at sarah@kotyswealth.com

Jennifer A. Reed | Operations Manager

Jennifer started her career in 1993 as a John Hancock agent. She moved on to work for Indiana Federal Bank as Operations Manager of the trust and private banking area as well as the financial services department. After the many ownership changes Indiana Federal went through, she looked for more stability with a local broker whom she worked with for over 15 years. 

 In 2010 Jennifer joined The Kotys Group, and brings with her extensive knowledge and industry experience. Jennifer believes strongly in providing extraordinary client service, and is working with us in the quest to continually enhance the experience received from The Kotys Group.

 On a Personal Note…

 Jennifer and her husband Scott have been married for nearly 16 years. They feel very fortunate to both live and work in Valparaiso. They have one son, Spencer, who keeps them very busy with baseball and football. When not at these events Jennifer enjoys reading, gardening, and traveling. 

Email Jennifer A. Reed at jennifer@kotyswealth.com