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Sherpa Financial Group

10735 Sky Prairie St., Suite 300
Fishers, Indiana 46038

Call Today!  (317) 913-3365

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MarketShare Financial

MarketShare Financial® is an employee and producer owned financial service marketing organization. We align ourselves with high achieving financial advisors to form one of the most powerful producer groups in the industry. Since opening its doors in 1985, MarketShare Financial® has made a significant impact on the lives of many successful financial professionals.   

Michael Purse

Director, Marketing

Michael joined MarketShare Financial in 2005. He previously served as the annuity specialist for a small brokerage group in Ohio. Michael obtained a Bachelor of Arts degree in History, with minors in Education and Geography from Valparaiso University. He currently holds an active Indiana Life and Health License and holds Series 7, 24 and 66 registrations with Signator.

Corey Norman

Business Development Coordinator

Corey started with MarketShare Financial in January, 2011. He brings four years of financial services experience in marketing and representative relations. He is a graduate of Butler University’s College of Business with a Bachelor of Science in Economics. He holds his Series 7, 24 and 66 registrations with Signator.

Annette Miller

Marketing Support Coordinator

Annette joined MarketShare Financial in 1997 and has a total of 17 years experience in the financial services industry. She coordinates the activities of the Equities Team, and works closely with our marketing staff and the new business department with Signator. Annette has an Associate degree from Edison College in Fort Myers, Florida.

Karen Reece

Licensing and Contracting Specialist

Karen joined MarketShare Financial in 2008 and supports the entire producer group with all of their licensing and contracting needs. She has over 20 years of experience in all areas of accounting within the health care, retirement, and real estate industries. She has been extremely instrumental in reorganizing and streamlining many of the accounting functions for the organizations which she has served. Karen has an Accounting degree from Indiana University in Bloomington, Indiana.

 

Bob Jamell

Co-Branch Manager

Bob joined MarketShare Financial in 2002. He is an experienced business leader, having spent over 25 years in the distribution field, where he developed his management, planning and marketing skills. He serves as Co-Branch Manager for MarketShare Financial. He holds Series 7, 24, 63, and 66 registrations with Signator. He is currently working towards the CFP certification.

Kyndra Packard

Vice President, Operations

Kyndra joined MarketShare Financial in 1994 as the case manager for all annuity new business. She assumed the responsibility of overseeing the processing of all lines of new business in 1997. Presently, she is responsible for compensation tracking, reporting, and research, as well as coordinating the technology platform for the organization. She conducts field training sessions and works with new and existing representatives to maximize their productivity and acclimate them to the business flow within our organization. She also works closely with the marketing department to develop and maintain marketing programs and initiatives. Kyndra has over 20 years experience in insurance operations. Prior to joining MarketShare Financial, she worked for 7 years with a prominent insurance holding company in their variable annuity division. Kyndra holds a Bachelor of Arts degree in both Mathematics and Business Administration from Anderson University, and an MBA from Butler University.