Shannon Balk

Robin Anderson is our executive assistant and program manager, she keeps the working parts in order. With over twenty years of administrative experience, Robin anticipates needs before they even become needs. After twelve years in the television industry, she has proven herself to be indispensable in the ways of marketing and event planning. Along these lines, she is our resident graphic designer.

Among all the hats she wears around the office, Robin will be the first smiling face you see at our front desk. Her positivity and passion for community speak volumes. She is an avid volunteer, specifically at the Phoenix Children’s Hospital and St. Mary’s Food Bank to name a couple.

It is her own unique walk of life that makes Robin such a special addition to the team. Her life experience includes a divorce of her own. Know that she gets the intricacies and will help see you through the rough patches. If you ask her, she just might sing you a tune.

Robin has been singing since she was five years old and competed in junior high and high school. Outside the office, she can be found refurbishing vintage furniture or of course at karaoke. She has two grown kids (fur-babies) and they STILL live at home. Rox and Pepper are certain to be serenaded daily.

Robin Anderson is our executive assistant and program manager, she keeps the working parts in order. With over twenty years of administrative experience, Robin anticipates needs before they even become needs. After twelve years in the television industry, she has proven herself to be indispensable in the ways of marketing and event planning. Along these lines, she is our resident graphic designer.

Among all the hats she wears around the office, Robin will be the first smiling face you see at our front desk. Her positivity and passion for community speak volumes. She is an avid volunteer, specifically at the Phoenix Children’s Hospital and St. Mary’s Food Bank to name a couple.

It is her own unique walk of life that makes Robin such a special addition to the team. Her life experience includes a divorce of her own. Know that she gets the intricacies and will help see you through the rough patches. If you ask her, she just might sing you a tune.

Robin has been singing since she was five years old and competed in junior high and high school. Outside the office, she can be found refurbishing vintage furniture or of course at karaoke. She has two grown kids (fur-babies) and they STILL live at home. Rox and Pepper are certain to be serenaded daily.

Gerard is a Certified Divorce Financial Analyst (CDFA®) and mediator who has spent the last 15 years providing individuals, couples, and family law attorneys with financial tools, resources, and expertise incident to divorce. Gerard specializes in the valuation and division of retirement benefits including Military Retired Pay and the Federal Service Retirement Systems. With over 5000 Qualified Domestic Relations Orders drafted, Gerard is a retirement plan expert with key competencies in plan terms, division options, valuation, taxes, survivorship issues and benefit election options. Whether he is working in the role of retirement plan expert, neutral financial specialist or as an advocate for one party, Gerard prides himself on helping his clients achieve their short and long-term financial goals by giving them the power to make well informed financial decisions before, during and after divorce.

Gerard is a Graduate of the University of Wisconsin-Milwaukee with a Bachelor of Science in Business Administration (Finance). Along with receiving his CDFA® designation in 2013, he became a certified domestic relations mediator through the Mediation Training & Consultation Institute in 2014. Gerard is also a member of the International Academy of Collaborative Professionals as well as the Divorce Financial Planning Training Center.

When Gerard is not outdoors with his beautiful wife and 4 children or coaching youth sports, he is focused on bringing awareness to his profession and the impact a Divorce Financial Specialist can have.

Darcy is the Executive Assistant and Client Relationship Manager for our Indianapolis office location. Darcy ensures the office runs smoothly. She spends time caring for clients by scheduling appointments, maintaining client records, assisting with client applications, estate settlements, onboarding new clients and much, much more. She has over 20 years of experience in the field of finance, having formally worked in Escrow.

Darcy resides in Anderson with her son and her dog, Lucy. In her free time, she enjoys walking Lucy and spending time with friends and family, travel, and small home improvement projects.

Olive has two primary roles, security and morale.  She makes sure that we know when anyone enters the office when she runs to greet them and see if they’re up for some snuggles! As a mini Bernedoodle, she’s no-shed and 95% hypoallergenic making her the perfect office companion. Her eagerness to please will melt even the coldest hearts. She’s a highly valued team member and our clients are lucky to be greeted by this loving little fur-person.

Nancy founded Smarter Divorce Solutions in 2011 after going through her own less-than-optimal divorce. She has been a financial advisor and planner since 1999. She provides full-service financial planning and investment management with Smarter Financial Solutions in addition to her role as a Certified Divorce Financial Analyst at Smarter Divorce Solutions. In 2016, Nancy founded the Divorce Financial Planner Training Center to offer continuing education to CDFA® holders everywhere.

Nancy is a Master Analyst in Financial Forensics, (MAFF™), a Certified Divorce Financial Analyst (CDFA®), an Accredited Wealth Management Advisor (AWMA), an Accredited Asset Management Specialist (AAMS), a Chartered Mutual Fund Counselor (CMFC) and is trained in both mediation and Collaborative Divorce. Nancy is an Advanced Practitioner Member of the Association of Professional Family Mediators, was on the board of directors with the Collaborative Professionals of Phoenix, 2017 to 2020, was the Finance Director for the National Association of Women Business Owners, 2014 and 2015, the 2015 NAWBO Business Owner of the Year, the 2014 Finalist in the BBB Business Ethics Awards, and was on the 2014 National Board of Advisors for the Institute for Divorce Financial Analysts.

She is the author of Divorce Is Not For Dummies, How To Cover Your Assets and Divorce Financial Planning: Building a Successful Niche Practice, and co-authored The Stress-Free Divorce, Volume 2. Nancy has published articles in Huffington Post, DivorcedMoms.com, was the featured advisor in Morningstar Magazine.

In her free time she enjoys hiking, riding motorcycles, and spending time with her 4 children and 4 grandchildren.

Aaron is a 2020 graduate of Indiana University, Kelley School of Business where he Majored in Finance and received his Bachelor of Science in Business while maintaining his Dean of Faculties Scholar Award. Aaron has successfully passed the Securities Industry Essential (SIE) Exam, Series 7, Series 63, and Series 66 Exams. He interned throughout college for a Financial Advisor before coming to work with us.

Aaron resides in Indianapolis with his two dogs, Tink and Tito. In his free time, he enjoys being outdoors, camping, sports, spending time with his family, friends and his childhood sweetheart, Ashley.

Gregg is divorced and has a passion for helping others dealing with divorce to find stability and happiness again. Gregg resides in Indianapolis with his two children. Though he is often quite busy, in his free time he enjoys spending time with his two children, family, and friends, fishing, boating, traveling, and reading. Additionally, he is involved with organizations in his community such as Damar Autism Services.

Gregg has been a financial advisor since 1996 and a trained Financial Professional in Collaborative Law, a member of the Central Indiana Association of Collaborative Professionals, a member of the Institute of Divorce Financial Analysts, the Association of Divorce Collaborative Professionals, and the Financial Planning Association. Gregg recently has been a guest speaker on Bloomberg Live and local, Indianapolis area radio shows.

Gregg graduated from Indiana State University in 1996 and 1997 with bachelor’s degrees in Economics and Political Science respectively. From 1992-2006 Gregg served as Captain in the U.S. Army, serving in Operation Iraqi Freedom. He has earned his Certified Divorce Financial Analyst®, Certified Financial Planner®, Chartered Retirement Planning Counselor®, and Certified Long-Term Care® licenses.

Phil graduated from Butler University in 2006 with a bachelor’s degree in Finance. While in college, he was the captain of the Butler football team. After graduation, Phil became licensed as a Certified Divorce Financial Analyst®, Certified Financial Planner®, and Certified Long-Term Care® advisor. He has 14 years of experience in finance. No matter the financial situation, Phil considers it an honor to be an advisor as he helps clients sustainably and responsibly invest for the future. He focuses on divorce financial planning, executive compensation and benefit strategies, and tax planning strategies.

Phil and his wife reside in Fishers with their three young children. At this stage in life he has little free time, but when he does get a moment to relax, he loves spending time with his family and friends or watching sports.