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. He studied Financial Analytics at The Wharton School of the University of Pennsylvania — the business school of the University of Pennsylvania, a private Ivy League research university.
He is a Certified Estate Planner (CEP), ensuring his client’s directives are clear by providing them with personalized long-term plans for their money and assets. He is designated as a Chartered Retirement Planning Counselor (CRPC) which gives him the expertise in helping clients prepare for retirement. 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. As a Certified Tax Specialist™ (CTS) Alexander assists in reducing clients’ tax obligations. Alexander has received a certification from the Institute of Business & Finance (IBF) for his expertise in mutual funds and the mutual fund industry.
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.
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
Director of Operations
Erin has always had a passion for helping others and that made her transition from nursing into the financial industry seamless. Her focus in nursing was geriatrics as she has the utmost respect for our elder generation, which is a large portion of our clientele at ReJoyce. In 2015 she obtained her insurance license and joined the ReJoyce team. Over the years she has played an integral role in all aspects of the company from administrative duties, sales, design, processing, and client relations. She is happy to have grown with the company and looks forward to what the future holds. Her favorite part of her job is learning about our clients and the stories they share.
Erin’s passion for helping others gives her fulfilment outside of work by volunteering in the community. She is very family oriented and keeps busy making sure her two teenage children are living their best lives. In her free time, she enjoys being in nature, spending time with her dogs, and traveling.
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.
Mortgage Loan Officer — Grandview Lending
Tim Ayers has been in the mortgage industry as a banker, broker, or lender for thirty years. Tim got his master’s degree in counseling psychology from Denver Seminary and carried his passion for listening and helping people into the mortgage lending industry.
Tim decided to move to Grandview Lending after encountering market changes which led him to search for a company with honesty, integrity, and sincerity. He found that and more with Grandview Lending. Residential mortgage lending is Tim’s passion, well, that and making loans work where other Banks fail to help the borrowers refinance, purchase, or even work on a reverse mortgage. Tim is well versed in the industry.
Tim is a published author of the fictional book, “Fooled Me Once”, a spy espionage thriller. In his spare time he enjoys road cycling.
Born and raised in Indianapolis with over 20 years of experience in sales, operations, and management. Christeen started working for a family marketing company at age 12 and was in a leadership role by age 18. She has been a licensed mortgage loan originator since 2018. She has a background working with a variety of companies in fields from casinos, to insurance companies, and auto wholesalers. Her primary focus in the past 10 years has been to help start-ups build from the ground up and existing companies add new segments.
She is a mother of 3 (soon to be 4) and she has 2 cats & 2 dogs. She spends most of her time at her children’s sporting events. Her favorite past times are going to concerts, trying new restaurants, and exploring new activities with my family.
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.
Advisor & CPA
Matt brings a wealth of varied experience to ReJoyce Financial in his 30 years of work since graduating from the Kelley School of Business at Indiana University in 1991. As a CPA he spent 6 years working in the Big 4 Accounting world giving Audit and Tax advice to some of the largest public companies in the United States and abroad.
After deciding to leave the PriceWaterhouse in 1997, Matt began to operate as an independent financial consultant in Denver, Colorado. He worked with several Forbes 500 firms including American Express, First Data Corporation and MoneyGram Payment Systems. As a true Midwesterner, family came calling and Matt returned to the Midwest in 1999 to become the Chief Financial Officer for Summit Street Capital, LLC, an Insurance and Financial Services Company in Toledo, Ohio. In this capacity Matt was responsible for daily financial operations of the firm.
In 2002 Matt moved once again to his favorite town, Indianapolis to set off on a career change into Sales. Operating as an Independent Broker, Matt took on the role of assisting seniors and the disabled with understanding and taking full advantage of their Medicare Supplemental Insurance. During his 20 years of providing sound Medicare insurance advice, Matt advised thousands of people whom he felt were vulnerable to being taken advantage of. In many cases these clients became family.
Matt is the proud father of a daughter, enjoys live music shows, golf, history and spending time with family.
Advisor & Tax Planning Executive
Marquita Berry is a proud Hoosier that has dedicated herself to continued improvement of the Greater Indianapolis community where she is raising her beautiful family. The great-granddaughter of an inventor and entrepreneur, she expanded her love of enterprise at Indiana University earning a Bachelor of Science in Business with focus in Finance and Economics.
Marquita brings over 20 years of financial analysis and legal compliance experience grown at local, state and federal government agencies. A great deal of her financial career was in analysis, automation and process enhancement for legal compliance. Her academic and career achievements granted her the opportunity to serve the United States Treasury as a Tax Specialist for over 10 years. In her role as a tax specialist Marquita realized there was a great tool that could assist individuals with their tax obligations and financial goals, this tool is tax planning.
In 2020 Marquita became an independent tax professional authorized by the Internal Revenue Service to assist and represent clients all over the US. She went to work providing tax filing, consulting, education and planning to local businesses. When she isn’t studying tax law you can find Marquita cooking, traveling and volunteering with organizations that serve her family and community
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.
April has over twenty- five years of professional experience. April was licensed (Series 7 and 63) in a previous life and had life and health and property and casualty license but took a detour to the mortgage industry and did not keep that part of life active. The ultimate goal is for everyone to understand investments and strive to live a more abundant life.
My biggest achievement is my son who is a junior at Vanderbilt University studying engineering (he only missed one math question on the SAT without much studying) but tied with being the first female graduate in the family. I enjoy adventures with my fur baby Franklin, taking long walks and finding new parks, etc. I love road trips to anywhere but mostly to visit son in Nashville. I live for concerts.
I volunteered for twenty-two years at the Ronald McDonald House and do purses for the homeless usually annually to The Wheeler Mission. I enjoy being active in my church. I am about to be a great Aunt. I enjoy making memories with family and friends.
Teri has spent most of her working years in the Financial and Mortgage industry starting out doing Loan processing for Consumer Finance Loans back in the day and then moving to Mortgage Loans. After being born & raised in Ohio and doing a couple of rounds of living in California (one in Southern and one in Northern) she now has been living here in the Carmel, Indiana area for over 20 years with her family.
She enjoys Cooking, entertaining, travel and loves to attend Music Concerts. The most important things in life to her are Faith, Family & Love and she is a huge Ohio State Buckeye Fan!! Go Buckeyes! (Sorry Hoosiers).
Plainfield based Deborah Baynes provides accounting and financial help to entrepreneurs throughout Indiana. Need help with financial statements, bank reconciliation or payroll? Deborah Baynes provides entrepreneurs with a partner they can rely on.
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).
Office Manager & 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.
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.
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!
Courtney has a goal to create a life that allows her to do things she is passionate about. An ideal future for her would entail a healthy balance between her career and her personal life, allowing her to achieve long-term stability and happiness. Courtney considers her biggest achievement to be the impact that she has made on those she loves and those she serves. Her kind heart guides her hard work, and she takes pride in providing a sense of comfort and reliability to clients and customers.
In her free time she really enjoys photography, singing, spending time with her mom, boyfriend Aaron, and her cat Oliver and dog Maverick!
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.