Who We Are
Layton L. John
Certified Financial Planner™
Layton is the Founder and President of LJI Wealth Management. He is a CFP®, chairs LJI's Investment Committee and is the Principal Manager of the Mortgage division.
Originally from Auburn, Indiana, Layton graduated from the Indiana University Kelley School of Business in May of 1994 with majors in both Accounting and Finance. A month later he began his career in Financial Services as a stockbroker for a national discount brokerage firm in Cleveland, Ohio. In May of 1997 he moved to Indianapolis as a Financial Advisor for Bank One. In 2004, Layton joined Union Federal Bank as an Investment Advisor and Manager of Investments.
Layton founded LJI Wealth Management in June of 2007. In October 2008, LJI Wealth Management became a stand-alone Registered Investment Advisor by registering directly with the SEC. In March of 2009, LJI Wealth Management was granted its license with the State of Indiana as a Mortgage Broker.
Layton is a member of the Financial Planning Association and holds the Series 66 and IN Life & Health Insurance, licenses. He is also a board member of both the Rehabilitation Hospital of Indiana (www.rhin.com) and the RHI Foundation. He and his wife, Ann, live in Pendleton along with their three children. He enjoys golf, water-skiing and spending time with his family.
Office Manager/Service Associate
A native of Brownsburg, IN Bernadette began her career at the First National Bank & Trust of Plainfield. After 30 years and countless bank mergers, she left Bank One in 2005 to join Layton’s team at Union Federal Bank. Bernadette has been at LJI Wealth Management since day one and is a vital member of the LJI Team. Bernadette has incomparable service and sales experience and manages the office operations of LJI. She also provides vital support to the Investment and Mortgage divisions. Bernadette lives in Brownsburg with her husband, Jesse, is very active in her Church and enjoys Arts & Crafts, gardening and exploring Indiana on her husband’s Harley Davidson.
Joshua D. John
Senior Loan Officer/Investment Advisor
Born and raised in Auburn, IN, Josh graduated from Indiana University with a degree in Economics in 2001 and has over 14 years of experience in financial services. Josh began his career in Indianapolis at a local Financial Consulting firm offering Investments and Mortgages. After stints at Bank One and a local Mortgage Broker, Josh joined his family’s business, Freeman Jewelers, in Fort Wayne, excelling in Sales and Marketing. With goals of both moving back to the Indianapolis area and getting back into Financial Services, in 2008 Josh joined John Hancock Financial Services in Indianapolis. In early 2009 he joined the LJI team and offers Mortgages, Life Insurance & Investment solutions to our clients. Josh is a Registered Investment Advisor, holds the Series 66, and is a Licensed Mortgage Broker and Licensed Mortgage Principal Manager. He, his wife Meredith, and their daughter live in Broad Ripple. Josh is the President of the Broad Ripple Village Associate and enjoys waterskiing in Northeast Indiana, live music, and spending time outdoors.
Wealth Manager, Wealth Management Specialist
Aaron grew up in Columbus, Indiana and graduated from Ball State University in 1993. He is a Wealth Management Specialist (WMS), holds the Series 66 and the Indiana Life & Health licenses, and is active in the Financial Planning Association.
Aaron honed his financial expertise in banking during the 1990s and started his investment career at Charles Schwab in 2000. He joined Raymond James in 2004 and transitioned to LJI in 2009 in pursuit of a truly client-centric fiduciary role.
Married with two children, Aaron is active in Christ the King Parish/School as a Parish Council Chairman, youth sports coach and school fundraising. He is on the board of advisors at Joy's House Adult Day Care Center and helps the capital campaign for Delta Tau Delta EM chapter. In his spare time he travels with his family and tries to squeeze in round of golf now and then.
Mortgage Loan Officer
Mike was born and raised in Auburn, IN and attended Ball State and Indiana/Purdue Fort Wayne. Prior to joining LJI in 2009, he was a Client Services Representative for UFB/Sky Bank in Indianapolis, and then the General Manager at YATs, a local restaurant chain. Mike is a Licensed Mortgage Broker in Indiana and Virginia. He lives in Broad Ripple, and enjoys golf & live music in his spare time.
Certified Financial Planner™/Chief Compliance Officer
Brad is a Certified Financial Planner ™ as well as the Chief Compliance Officer for LJI Wealth Management.
Originally from Woodburn, Indiana, Brad graduated from Indiana University with a degree in Economics in 1994. He is now in his 20th year in the financial services industry. Brad got his initial start with Prudential in 1998 before joining Banc One Securities as an Advisor in 1999 and eventually moved to Union Federal Bank in 2005. He currently holds his Indiana Life Insurance license as well as the SEC Series 66. He specializes in advanced financial planning concepts and serves as a planning specialist within LJI. Brad lives in Greenwood with his wife, Kristi, and two sons. He spends his spare time watching his sons various sporting events and playing guitar in the local band Exit 99.
Wealth Manager, MBA
Raised in Zionsville, IN, Jonathan has spent the last 15 years within various areas of financial services, predominantly in central Indiana. He graduated from Purdue University and holds a B.S. as well as an M.B.A. in Executive Management, with minors in Economics & Marketing.
Jonathan is well versed in consumer as well as business banking. Over five years with Fifth Third Bank, he developed solutions to meet the capital cycle and cash management needs of micro, middle-market, and large-corporate companies. He then transitioned to M&I Bank (now BMO), where he developed and managed a private client team from the ground up. His focus was providing affluent professionals and small business owners financial planning, investments and credit solutions.
Jonathan joined LJI in August 2012. Besides taking great pride in high-touch client client experiences, Jonathan has also led several projects within our firm, including the development of WealthPath, LJI's proprietary retirement income planning software.
Jonathan currently resides in Zionsville with his wife Jennifer and sons Jacob & Tyler. He enjoys times outdoors, golf, college athletics, travel, and time with his family.
Dan joined LJI in May of 2014 and is dually licensed as both a Registered Investment Advisor and a Mortgage Loan Originator. He has been in the financial services industry for over 26 years and brings a broad range of expertise to the LJI team and our clients. His experience consists of private banking, wealth management, mortgage & business loan origination, branch management, and multiline insurance sales.
Born and raised in Indianapolis, Dan graduated from the University of Indianapolis with a degree in Business Administration and minors in both Economics and Marketing. A lifetime Southside resident, Dan is the proud parent of his daughter, Shelby, his son, Garrett, and daughter-in-law, Sarah.
Dan personal interests include all sports, cycling, and exercise at the Baxter YMCA, where he chairs the Center Advisory Board of Directors. He also oversees fundraising efforts for the Shannon Lucas Memorial Fund and Livestrong at the Y. Dan is also active at UIndy, participating as a board member of the Greyhound Club and chain gang crew during football season.
Bruce graduated from the University of Illinois in 1968 with a Bachelor of Science degree in accounting. He was a Certified Public Accountant and started his career with the accounting firm Arthur Young in Chicago in 1968. He served in the U.S. Army from 1969 to 1971. In 1971 he joined the accounting firm Peat, Marwick and Mitchell in their Chicago tax department. He became a partner in 1979 and in1987 moved to Indianapolis. From 1998 thru 1996 he was the partner in charge of the Indianapolis office.
After retiring from public accounting he began working in the financial services industry, serving high net worth individuals. Bruce joined LJI Wealth Management in 2015 and holds the Series 65,
Bruce has been married to his wife Kathy for 51 years. They have three grown children and three grand-children. Bruce enjoys golf, history, playing bridge and being with friends and family.