Investment Management

Sycamore Financial Group is an independent, regional financial services corporation. Established in 1983, we have two locations in central Indiana: Kokomo, Anderson.

We provide comprehensive analysis, design and implementation of pension, investment and financial plans. We are members of SIPC and the NASD. We cultivate business relationships with other professionals. If we don't have the answer, we know someone who does.

		Craig Smith,CFP, President, Principal, is the founder of Sycamore Financial Group. He is located in the Kokomo office. Craig has 34 years of financial and business experience and 23 years' service with Sycamore Financial Group. csmith@sycamoreweb.com

		Anita Faulkner, Vice President, Principal, is located at the Kokomo office. Anita has 30 years of investment experience and 20 years with Sycamore Financial Group. alfaulkner@sycamoreweb.com

		Don R. Schlegelmilch is a Pension Consultant and Investment Advisor. Don is located in the Kokomo office. He has 28 years of investment and pension experience. Don has been a member of the Sycamore Financial Group for 14 years. dschleg@sycamoreweb.com

		Jim Denny, Investment Advisor and Principal. Jim has more than 36 years of investment and banking experience. He established the Anderson Indiana office in 1985. jdenny@sycamoreweb.com

		Karen Conrad, Register Assistant. Karen has been in the securities business since 1979 and joined Sycamore in 1985 kconrad@sycamoreweb.com

Picture Not Available		Denise Denny, Sales Support and Securities Processing. Denise has worked the securities industry for 20 years, all with Sycamore Financial. ddenny@sycamoreweb.com

Picture Not Available		Kathy Carter, Located in our Kokomo office, Kathy can help you with pension distributions or other account information. kcarter@sycamoreweb.com