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Retirement Plan Advisors and Wealth Managers

Carmel, IN

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ProCourse Fiduciary Advisors

ProCourse is an SEC-registered RIA. Our team has specialized in advising over 401(k), 403(b), and other corporate retirement plans since 1998. Our firm exists to make a difference: in our community, with our clients and ultimately their employees. At the end of the day, we want to improve the financial health of those we work with. We do this by managing retirement plans and financial wellbeing programs: working with employers to make strategic decisions that can actually move the needle and improve financial outcomes. If you are looking for an advisor to provide you with: + peace of mind that your fiduciary responsibilities are under control + clear communication of the complexities around retirement plan management + partnership as your outsourced Chief Retirement Officer You've come to the right place - Reach out to our team today!

MEET THE TEAM

Douglas Prince
Managing Director
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Doug Prince is CEO and Retirement Plan Advisor of ProCourse Fiduciary Advisors. Doug has been advising institutional retirement plan sponsors since 1990. His team was formed in 1998, specializing in servicing 401(k), 403(b), and other corporate retirement plans, supporting employers in their efforts to improve the financial outcomes of their workforce.

Doug has led his team to be recognized as the Top Retirement Plan Advisor Team in 2010 by PLANSPONSOR magazine and has consistently been recognized as one of the top Defined Contribution Plan Advisors in the country by the National Association of Plan Advisors.

Doug graduated with his BA in Accounting at Northern Kentucky University and serves on for-profit and not-for-profit boards of directors. When not supporting retirement plan clients and participants, he enjoys grilling with his wife, traveling with his twins, Conner and Meghan, and dabbling in the occasional wine tasting.

Brea Dantin
Retirement Plan Advisor | Managing Director
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Brea Dantin is a Retirement Plan Advisor and our COO at ProCourse Fiduciary Advisors and has specialized in retirement savings and employee benefits for over 20 years. The retirement plan industry, and Doug Prince our CEO, found Brea in 2000 and it was the right fit from the start. Working with people and being able to coach those who need financial support feels natural to Brea. The challenge to get groups of employees on track for retirement is what keeps her going.

Brea is responsible for advising retirement plan committees as well as overseeing the operations program for the firm. Her diverse experience gives her an unparalleled pulse on trends in the retirement plan industry which she leverages to assist clients in improving their plans for both plan sponsors and participants alike. Prior to starting her career at ProCourse, she received her BA in Spanish from the University of Evansville and is a proud Indiana resident.

Outside of ProCourse, Brea loves spending time with family, friends, and her large number of fur babies. Brea and her husband are long-time residents of Westfield, Indiana. They do like to travel to warm places when the snow starts to fall.

Mic Richey
Retirement Plan Advisor
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Mic joined our team in 2018 and serves as a Retirement Plan Advisor, working with employers of For-Profit and Not-for-Profit organizations.

As an Advisor, Mic helps employers manage every facet of their retirement plans, including fiduciary risk management, committee governance, plan design, investment due diligence, fee benchmarking, vendor oversight, and participant education.

Mic was born and raised in Zionsville, Indiana, and is a graduate of Purdue University where he studied Finance, Business Management, and Entrepreneurship. Outside of work, he likes to spend time with his family, cheer on Purdue athletics, be outdoors and stay active.

Matt Fleck
Retirement Plan Advisor
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Matt Fleck is a Retirement Plan Advisor at ProCourse Fiduciary Advisors and has over 15 years of retirement plan experience. As an Advisor, Matt helps employers manage every facet of their retirement plan, including fiduciary risk management, committee governance, plan design, investment due diligence, fee benchmarking, vendor oversight, and participant education.

Matt was recently named a Top Young Retirement Plan Advisor by the National Association of Plan Advisors (NAPA). He was born and raised in Indianapolis and is a graduate of DePauw University where he studied Economics and Psychology.

Paul Donahue
Retirement Plan Advisor
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Paul has spent over 25 years in the financial industry. His focus is helping individuals and organizations set and achieve financial goals to improve retirement outcomes.

Paul is a member of the ProCourse Investment Committee and enjoys assisting clients with the review and development of plan design to achieve organizational goals.

As a Certified Financial Planner™, Paul has worked with business owners, corporations, charitable organizations, and individuals. Paul uses his experience and knowledge to help plan committees and plan participants through financial education.

Paul grew up in Arizona and spent 10 years in the California Bay Area where he met and married his wife, Stephanie. Both of their children are currently attending Purdue. Paul is struggling to learn how to play guitar and trying to fix his reoccurring golf slice in his free time.

Jeff Prince
Retirement Plan Advisor
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Jeff Prince is a Retirement Plan Advisor at ProCourse Fiduciary Advisors. Since joining the team in 2010, Jeff has worked with our plan sponsors clients, assisting them with plan design, management, and investment selection and monitoring of their defined benefit and defined contribution plans.

He finds it not only interesting but rewarding to assist ProCourse clients with financial questions, financial analysis, and interpretations of the regulations that come out of Washington. This interest stems back to his days when he was earning his BS in Accounting from the University of Cincinnati.

His experience with individual clients has better prepared him to take on the more extensive needs of that of the plan sponsor. He has a history of sitting down with clients and helping them determine financial goals, understand regulations, and implement strategies to get them on the right track, financially.

ADDRESS & CONTACT INFO

ProCourse Fiduciary Advisors
571 Monon Blvd. Suite 400
Carmel, IN 46032
317-708-4150

HOURS OF OPERATION

Day of the Week
satClosed
sunClosed
mon8:00 AM - 5:00 PM
tue8:00 AM - 5:00 PM
wed8:00 AM - 5:00 PM
thu8:00 AM - 5:00 PM
fri8:00 AM - 5:00 PM

The advisors on this page are not affiliates of World Insurance Associates LLC. Advisors listed on this page are not registered with World Investment Advisors, LLC/Pensionmark Securities, LLC. ProCourse Fiduciary Advisors and World Investment Advisors are unaffiliated entities.

WORLD INVESTMENT ADVISORS

Questions or comments? Reach out to us!