Brian Brunner
Certified Financial Planner (CFP®)
Certified Public Accountant (CPA)
brian@centerpointwm.com
Brian is the founder and president of CenterPoint Wealth Management, and is responsible for the firm’s strategic vision and client service model. His focus on long-term, personal, trust-based client relationships has become the foundation for the proactive, client-centered culture of the CenterPoint team.
Before founding CenterPoint Wealth Management, Brian was a senior manager at Deloitte & Touche where he primarily worked with high net-worth individuals and small business owners to provide investment consulting, estate planning and tax planning. During his time at Deloitte, he gained valuable experience managing complex financial situations and learning how to approach difficult investment decisions.
Now, as an independent advisor, Brian relishes the opportunity to work one-on-one with a small number of clients to become a trusted advisor and confidant. “Often,” he explains, “friends become clients, and clients eventually become friends.” He takes pride in earning the trust of those he serves and in crafting custom financial plans tailored to the specific needs and goals of each client.
Brian received his undergraduate degree in finance and accounting from Purdue University in 1994. He is a Certified Financial Planner® and licensed CPA.
Brian’s background and qualification information is available at FINRA’s BrokerCheck website.
Patrick Hoehne
Chartered Financial Analyst (CFA®)
patrick@centerpointwm.com
Patrick is responsible for investment research and portfolio management at CenterPoint. His role includes developing and implementing investment strategies, monitoring market and economic conditions, conducting investment securities trading, and managing client reporting.
Before coming to CenterPoint, Patrick worked as an investment research analyst for Conseco Capital Management, providing analysis and recommendations for the company’s investment portfolios. Twelve years of experience analyzing the financial strength and fundamentals of individual companies for an investment management organization has given him a valuable perspective when it comes to evaluating investment fund managers for CenterPoint clients.
Patrick graduated from Indiana University with a degree in finance in 1997 and earned the Chartered Financial Analyst® designation in 2006. Altogether, he has over 20 years of experience in the finance/investment management industry.
Outside the office, Patrick enjoys spending time with family and friends, reading, watching television and movies, and playing golf. Patrick and his wife, Kim, have two daughters and live in Carmel.
Patrick’s background and qualification information is available at FINRA’s BrokerCheck website.
Eric Geary
Wealth Management Associate
eric@centerpointwm.com
Eric joined CenterPoint as a Wealth Management Associate in 2022. He has a strong commitment to client service and a passion to understand, develop, and achieve each of his clients’ unique goals and financial objectives.
Eric attended Franklin College and graduated with a degree in accounting in 2012. He began his career in public accounting, working for a time in both audit and tax. Most recently, he spent six years at another local wealth management firm, creating detailed financial plans and investment portfolios for high net-worth clients.
Away from the office, Eric enjoys boating at the lake, professional golf events, the Indianapolis Motor Speedway, and cheering on the Chicago White Sox. Eric and his wife, Annie, live in Indianapolis with their energetic twin daughters, Harper and Grace.
Eric’s background and qualification information is available at FINRA’s BrokerCheck website.
Lisa Yost
Tax Manager
Certified Public Accountant (CPA)
lisa@centerpointwm.com
Lisa joined CenterPoint as a Tax Manager in 2023. She has extensive tax experience focusing on high net worth individuals, trusts and estates, and investment partnerships. Lisa is dedicated to providing exceptional client service by anticipating client needs and being responsive.
Before joining CenterPoint, Lisa was a Tax Manager at KSM CPAs & Advisors for over six years where she co-managed the preparation of nearly 700 tax returns for a regional bank trust department. Also, Lisa brings with her over eight years of experience as a controller for a single-family office.
Lisa graduated from University of Louisiana Monroe with a degree in accounting in 1989 and has been a Certified Public Accountant since 2002.
Outside the office, Lisa enjoys spending time with family and friends, supporting local restaurants and sweet shops, and listening to live music. With her daughter starting college, she plans to pursue more personal interests like pickleball and volunteering. Lisa currently is the Treasurer of The Cooper House in Noblesville, IN that supports families in the reunification process.
Stacey Dunham
Office Manager
stacey@centerpointwm.com
Stacey serves as clients’ day-to-day point of contact, helping to streamline the experience and making sure requests and concerns are taken care of. Her role includes preparing documents, scheduling appointments, answering questions and ensuring correct procedures are followed.
Before joining CenterPoint Wealth Management in 2014, Stacey spent 14 years in the banking industry, serving as a manager for both private and commercial clients. She brings a high level of personal attention and service to the team, along with a strong background in finance administration. In addition to her client-facing role, Stacey also oversees office maintenance and document processing.
Stacey holds an undergraduate degree from Ivy Tech Community College. She enjoys spending time with her daughter and actively volunteers with several Indiana animal rescues.
Tara Becki
Technology Manager
tara@centerpointwm.com
In 2013, Tara brought 13 years of software experience to the CenterPoint office. Her primary responsibilities include managing CenterPoint’s client portals, incorporating new technology, enhancing data reporting, developing workflows, managing databases, and assisting with compliance and quality control.
Tara’s background in financial software — including technical support, database management, and quality control assessment in conjunction with the banking and credit union industry — makes her a perfect fit for our team. She currently employs her unique skill set to manage our technology platform.
Tara is married with two children and enjoys attending sports-related events with her family. She received her undergraduate degree from Indiana University in Criminal Justice.