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Devin Rose*

Devin is a multiple Million Dollar Round Table financial professional who works with business owners primarily in the medical market to maximize their own business practices to increase the patient experience by allowing utilizing tax-strategies, legal structures, business valuations, and financial products. This increases net business revenue to the owners as our team helps them to retain more of their working capital. 

Devin knows that his clients financial security is a key component in them finding mental peace to go about their lives, perform at their maximum capacity personally and professionally. 

Devin got his start in financial services in 2012, quickly rising as a young leader in Northwestern Mutual, eventually coming to lead their downtown office in Indianapolis while recruiting 18 advisors per year.