Meet Our Team
Ready To Work For You
Meet the (your) team.
CEP®, CRPC®, NSSA®
CEO and PRESIDENT
As a Financial Professional, Author, and host of the Retirement Halftime Show, Alexander Joyce brings a wide variety of knowledge to the table. And as President and CEO of ReJoyce Financial LLC, a retirement planning firm based in Carmel, Indiana, he channels that knowledge into one coherent goal: helping clients work toward their retirement dreams.
You may know Alexander from his appearances on various local news segments, weekly airings of the Retirement Halftime Show on TV and Radio, Safe Money & Income, Ask Mr. Annuity, Indy Style, On The Money, Money Monday, or even from Forbes, New York Daily News, or Kiplinger.
Alexander is a Safe Money and Retirement Income Planning Specialist and holds the NSSA (National Social Security Advisor) designation. As such, he advises clients regarding income planning, asset protection, and helps them work through the intricacies of Social Security to obtain the best benefits.
He loves running, enjoys yard work, and is invested in the Indiana Community. He is highly creative and willing to invest deeply to ensure clients feel like a part of the ReJoyce family. For him, there is no product, it’s about you.
Investment Advisor Representative
William Gonzales is a financial advisor working out of Indianapolis, IN, with almost 10 years of industry experience. Born in New York and raised in Colorado by his single mother, William Gonzales developed a nurturing heart and compassionate work ethic.
William started as an Insurance advisor in 2013, by 2015 he started teaching strategies to optimize social security income for individuals and couples and has been a registered Investment Advisor Representative since 2018 providing direction and guidance with managed portfolios. His goal is to help families make the right financial decision. His passions are his family, nature, sports, and truly enjoys helping people.
Investment Advisor Representative
Mike is a licensed Series 65 Investment Advisor and Fiduciary who loves teaching and helping people reach their financial goals. Our best clients are those who actively take an interest in their portfolio and see us as an invaluable partner when making critical retirement decisions. Our mission is to set ourselves apart from the “other guys” who are happy to make you a client, but who rarely seek to truly understand what is important to you.
If enjoying a confident and happy retirement is important to you, we would encourage you to schedule a free appointment to see how we bring you financial peace of mind.
- Series 65 Investment Advisory Representative
- Licensed Life Insurance and Annuity Independent Agent
- Ten Years of Professional Financial Service
- Bachelor of Science, Accounting, Purdue University
- Bachelor of Science, Management, Purdue University
- Concentration in Finance, Purdue University
To the Health of Your Wealth!
Cleve retired for a while, but it didn’t take. He needed to work. Cleve met Alex Joyce, and has been impressed daily by Alex’s intellect, honesty, and his desire to deliver financial services in a true Fiduciary way, Cleve doesn’t believe, he knows. That’s why he’s here at Rejoyce Financial Services.
Cleve’s first business venture in 1967 was Carmel Racing LTD at the age of 12 so as he could procure funding for his racing team. At 21 years old Cleve Co-founded, managed, and provided 83% of all the sales of Electronic Cash Registers “ECR”. ECR was in the top 1% in sales for R.C. Allen Cash-Register Dealerships in the US. ECR Invented and sold one of the first expanded RAM Chips to R.C. Allen. (The Manufacturer) ECR was a pioneer in Point of Sale “POS” systems. Cleve Sold ECR and went on to become a Stockbroker. Cleve Started his Stockbroker career with Prudential Bache in 1980.
After Cleve’s father’s death he founded Eppley Investment Group, Inc. “EIG” EIG specialized in funding LBO’s, Divestitures, and High-Tech start-ups. EIG’s first Joint Venture was with INDIANA BELL COMMUNICATIONS CO. in 1984. Cleve Invented the “Electronic Coupon” System; Trademarked 1984. He also provided Point of Sale “POS” Consulting and started Indy Consumer Circle “ICC” as a PROOF of concept with over 500 merchants and 50,000 users.
Cleve was also Consultant to the Board, of United Retailers Group “URG”. He was Its Founding Partner and Majority Member’s Trust Administrator. Cleve Coordinated URG’s Benefits/Marketing while also inventing the “Instant MedCard” and Multi-Accessing Card Technologies; Patent No. 5,506,395.
- Insurance License and National Association of Securities Dealers “NASD” Series 7 (Stockbroker’s License) New York and Indianapolis 1980
- Ultra Academy at R.C. Allen, Grand Rapids “Electronics” 1976
- Indiana University-Purdue University IUPUI “Business Management” 1974 to 1976
- Ball State University, Muncie, Indiana Industrial Technology 1973 to 1974
Joel is an Associate Advisor with ReJoyce. His role is that of shouldering some of the work for the advisors here so that they can give each client their full undivided attention in their fiduciary roles. He has a series 65 license and has been in the financial field since 2018.
Born and Raised in rural Saint Albans, Vermont, he went out to attend Anderson University for his freshman year of college where he played football and was able to experience a new world. After his freshman year of college Joel moved back to Vermont to finish his Undergraduate from Saint Michael’s College. After a few years Joel’s heart kept calling him back to the Heartland. In early 2022 he decided to follow his heart and move back.
Joel’s passions include football, volunteering, and spending time with his friends.
Attorney-Consultant for more than 20 years, Alan brings to ReJoyce Financial his highly diversified experience in both legal and financial advisory roles. Alan’s primary areas of expertise include trusts and estate planning & administration, tax, retirement, wealth transfer and protection, familial & charitable planning. A precise thinker able to proactively identify & analyze issues, Alan both prides himself upon, and enjoys, breaking down complex matters into understandable explanations for others, quickly building trust and confidence upon which both colleagues and clients can readily rely in selecting their best course of action.
Alan is proud to have been born and raised in New York, and grateful for the eight subsequent years he resided in beautiful Northern California. Now an adopted Indiana Hoosier, Alan is happy to call the Midwest his home. Alan received his Bachelor’s Degree at the University of New York at Albany, graduating Summa Cum Laude, with a double concentration in Finance and Management Information Systems, and earned his Law Degree at the University of California, Davis – King Hall. He is admitted into the State Bars of Indiana and California.
Accountant & Tax Planner
Jennifer earned her Bachelor of Science degree in accounting from Indiana University (IU). She became a Certified Public Accountant (CPA) in 1994 and went on to complete her Master of Business Administration (MBA) degree from Indiana Wesleyan University, Master’s in Accounting from Western Governors University (WGU) and her Doctorate in Adult, Higher & Community Education from Ball State University (BSU).
Her background includes working in corporate America and teaching at various colleges and universities in the Indianapolis, Indiana area. She also holds licenses in insurance (life, health, property & casualty, and Title) and real estate (managing broker, instructor, and appraisal trainee).
Admin & Specialist
Angie is our licensed Medicare agent and she brings an extensive background to our team. Most recently, she provided legal support to multiple partners at a midsize law firm in downtown Indianapolis. Her financial background includes working at Chase Bank and as a Paid Tax Preparer, in addition to multiple accounting functions at a variety of companies.
Angie’s varied background allows her to bring critical contributions into the firm which will allow for increases in proficiency to our services and our clients.
In her free time, Angie loves crafting and to camp and travel with her husband and 2 daughters. Most weekends you can find them at one of our beautiful state parks!
Senior Vice President – Communications – FOUNDATIONS
Originally from Indiana, Josh Cooksey first began working in the financial industry in 2011 as an independent insurance producer. He built a book of business by providing clients assistance with Life Insurance, Annuities, Medicare, LTC, and Health insurance products. While doing this he also learned valuable skills assembling and managing a team of agents under him until 2015 when he decided to acquire his series 65 and practice as a financial advisor. He joined with Foundations Investment Advisors in 2016 as an operations specialist in addition to meeting with clients. In 2017 he put his degree in software design to use and developed a program to help financial firms with processing documents.
Josh currently heads the operations of Foundations and works to provide advisors and their staff top level service through design and implementation of improvements toward the infrastructure of the firm. He currently resides in Chandler, Arizona with his wife, Tracy, and three children. When not at the office he enjoys technology, golf, basketball and weightlifting.
Senior Vice President – Operations & Business Development – FOUNDATIONS
Stephanie Roper began her career in the financial services industry in 2008 and she came to Foundations Investment Advisors with more than 10 years experience in operational management. Prior to joining FIA, Stephanie provided HR, compliance and operational support for two other SEC registered investment advisers, which she helped grow to over $100 million in five years. In 2012, Stephanie obtained her B.S. in Business with a concentration in Finance.
Stephanie is an integral part of the Foundations Investment Advisors team; she supervises, administers and manages the firm’s day-to-day activities. In addition, she cultivates strong relationships with advisers and business partners to create leading-edge technology solutions. Stephanie’s overall goal is to provide the highest-level of service to advisers and clients by fostering operational excellence. Stephanie resides in the Gilbert/Phoenix area with her husband and two children. She enjoys going to Broadway musicals with her son who is very active in community theatre.
Founder & Lead Attorney — Gilbert Legal Services
Jayson R. Gilbert is the founder and lead attorney at Gilbert Legal Services LLC.
He practices primarily in the areas of trust and estate planning, trust and estate administration, guardianships, and Medicaid planning and applications. He is admitted to practice in all State Courts in Indiana and the United States District Court for the Northern and Southern Districts of Indiana. Jayson is a member of the Indiana State Bar Association, probate trust and real property, and the elder law sections.
Jayson received his bachelor’s in organizational leadership from the University of Indianapolis. He received his JD from Indiana University Robert H. McKinney School of Law. Throughout undergraduate and law school he worked as a paralegal for attorney Lawrence D. Frutkin. After graduating from law school, Jayson founded Gilbert Legal Services to help clients find the peace of mind they deserve. By making your biggest problem his top priority, Jayson takes the weight off of your shoulders.
When he isn’t solving legal problems, Jayson coaches girls softball and rides his Jeep in the woods.
Lawyer — Gilbert Legal Services
Gavin is a licensed attorney at Gilbert Legal Services and has worked at GLS since he started law school. Gavin obtained his undergraduate degree in Movement and Sports Science at Purdue University and completed his JD at Indiana University Robert H. McKinney School of Law. Gavin practices primarily in the areas of trust and estate planning, trust and estate administration, guardianships, and real property transactions. As an attorney, Gavin is in the business of solving problems. To do his job best, he takes the issue that is causing you the most worry and anxiety and he makes finding the solution his responsibility.
When he isn’t solving legal problems, you may find Gavin playing with his daughter, hunting in the woods or playing basketball with his friends.
Scott is our Creative Director and has over 10 years of experience in the Marketing and Public Relations industry. He is an Indy born native right here from Carmel, Indiana and proud to be a part of the community. During his career he has worked with many institutions including The Salvation Army, Cystic Fibrosis Foundation and Teacher’s Treasures. You might have seen him on the local news talking about his work in the community or heard him on the radio around the holidays promoting a cause.
Heather Haas is a native HOOSIER! She grew up in Noblesville and is now raising her daughter there. She has a Bachelor’s of Fine Arts in Graphic Design Degree from Maryville University — Saint Louis. She started her career at Apple as a Creative teaching customers how to build websites and edit photography. She even got to meet Steve Jobs launching the iPhone! She has been designing and building websites for the fashion, retail, and financial industries since 2010. In 2021 she graduated from the Flatiron School of Software Engineering with a Full-Stack Development Certificate.
Her passions are photography and teaching. Her botanical and event photography has been published in magazines, newsletters, and books. She has trained thousands of individuals and groups on technology through Apple, her Wix Partnership, as a CoderDojo Champion of Noblesville & recently as a Certified Apple Coding Teacher.
Ryan is a Creative Designer with over 6 years of experience in Video Production, Graphic Design, and Animation, as well as Web & Mobile App Development. He recently led a small business alongside its owner, where Ryan implemented new technologies and systems to bring unique interactive digital products to their clients.
Ryan’s educational background began in Computer Science at Purdue University, then ended with a degree in Computer Graphics Technology from IUPUI. His focus of study was both computer programming and also 3D modeling, animation, and film.
Originally from Madison, WI, Ryan also lived for a few years in Memphis before Indianapolis became is home in 2007. His interests include Music, Movies, and Computer Technology, as well as spending time with his family at their hunting property in Southwest Wisconsin.
Casey is a Creative Designer with over 6 years of experience in the Print and Digital design industry. He started as an unpaid intern at Creative Printing and Internet Services and was quickly promoted to Assistant Art Director. He worked there for over 6 years before recently moving to central Indiana. He has worked with a variety of clients and business owners to help implement print and digital marketing campaigns from start to finish.
Casey graduated from Appalachian State University with a bachelor’s degree in Graphic Arts and Imaging Technology. He started as a marketing major and later changed his degree to the Graphic Arts.
He was born and raised in the beautiful small town of Boone, NC. Located in the Appalachian Mountains, Casey spent most of his childhood enjoying the fresh air and all the mountains had to offer. He was a multi-sport athlete and could be found at the local ski slope during the winter months. His favorite activities outside of work include skiing, hiking, mountain biking, playing disc golf and enjoying local craft beer.
Anesia is one of the smiling faces you see when you visit us. Her biggest achievement is that every day is an achievement. Her goals and aspirations are to always remain herself, to become her own boss, and to live life to the fullest. She is a multifaceted being with an entrepreneurial spirit. She loves to learn new things and calls herself a serial learner.
Her ultimate life goal led her into finance — Building Generational Wealth.
Shea graduated from Indiana University’s Kelley School of Business in 2019 with a Bachelor’s degree in Marketing.
In her free time, she enjoys baking sweet treats, trying new restaurants, shopping, spending time with friends, and playing with her rescue puppy, Scooter. She is passionate about animal welfare, human rights, and caring for the environment. She enjoys helping people and being the smiling face you see when you walk into ReJoyce!
The ReJoyce Family
The ReJoyce Team features a number of dedicated staff members, ready to assist you in a number of ways. ReJoyce Financial also has strategic partners offering Tax Services and Estate Planning, among other things. Even Better? ReJoyce Wealth Management, which offers investment advisory services through appropriately registered representatives, is ready to work for you, too.