About Us
Trusted Guidance. Personalized Solutions. Long-Term Growth.
Meet the Team
Your Financial Experts
Keith Graves
Managing Partner
Managing Partner at USA First Financial | Registered Investment Advisory | Indianapolis City-County Councilor, District 9 | Author, "Moneybag Mo: My 10 Financial Tips to Help You Secure Your Bag" | Veteran - United States Army Reserves | Board Member, Indy Chamber Orchestra & H.O.P.E. CDC
Learn more about Keith
William Dupree
Chief Sales Officer
Managing Partner at USA First Financial | Registered Investment Advisory | Indianapolis City-County Councilor, District 9 | Author, "Moneybag Mo: My 10 Financial Tips to Help You Secure Your Bag" | Veteran - United States Army Reserves | Board Member, Indy Chamber Orchestra & H.O.P.E. CDC
Learn more about William
Kristen Peoples
Operations Manager
Detail-oriented and results-driven, I bring a strong background in account management, executive support, and operations. With expertise in project coordination, client relations, and strategic planning, I excel at managing high-level administrative functions, streamlining processes, and fostering relationships that drive business success.
Learn more about Kristen
Vaughn Taylor
Customer Sucess Manager
Experienced sales and marketing professional with expertise in prospecting, negotiating contracts, outbound communications, and customer satisfaction. Maintains a track record of excellence in listening, research, and solution selling. Foundation of strong critical thinking and problem-solving skills intersecting with a knack for relationship building. Recognized as a trusted advisor and relatable communicator capable of working with individuals at all levels.
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Dawn Thoree
Managing Partner
Executive professional with vast experience creating strategies around business operations, financial analysis, risk and project management, process improvement, and change management. Dedicated to ensuring Diversity, Equity and Inclusion is at the cornerstone of intentional daily activities to meet the objectives for engaging employees, partners, and clients.
Learn more about Dawn
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