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APP Financial

260-484-9577  800-322-3596

9933 Dupont Circle Dr. W, Ste 110
Fort Wayne, IN 46825 

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Team

 

Gerry is the founder and owner of APP Financial. After graduating from Ball State University with a Bachelor's of Science degree, Gerry went into the life insurance business full time. Gerry is passionate about the insurance business...

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Greg Whitenack

Registered Representative of SII Investments, Inc.

260-484-9577

260-484-7290

Greg followed in his Father's footsteps and joined APP Financial as a Registered Representative in 1997, educating and assisting clients with their retirement needs. Greg attended both Vincennes University and Indiana/Purdue University...

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Kyle Aschliman, ChFC

Registered Representative of SII Investments, Inc.

260-484-9577

260-484-7290

Kyle joined APP Financial in 2012 and has experience in the financial and insurance industry since 2005. He holds the Chartered Financial Consultant (ChFC) designation and is currently pursuing the Chartered Life Underwriter (CLU)...

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Lisa Everson

Registered Principal and Registered Representative of SII Investments, Inc.

260-484-9577

260-484-7290

Lisa joined APP Financial in 2006 as Office Manager and Executive Assistant to Gerry Whitenack. In addition to her other duties, she also serves as Compliance Manager for the office and as a Financial Advisor. Lisa has been in the...

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Minerva DeJianne

Registered Sales Assistant of SII Investments, Inc.

260-484-9577

260-484-7290

Minerva joined APP Financial in 2000 as a receptionist; since that time she was promoted to a role in Customer Service. In 2012, Minerva obtained her FINRA Series 6 and 63 registrations and now is Sales Assistant to Greg Whitenack,...

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Annette Carey

Registered Administrative Assistant of SII Investments, Inc.

260-484-9577

260-484-7290

Annette joined APP Financial in 2013 as a Receptionist, greeting clients and keeping the office in order. Since that time, she has been promoted to a role in Customer Service, providing APP Financial clients with outstanding service &...

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