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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are all community related. We felt that national finance companies were not connecting strongly with their customers leaving them worse off with worse returns. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a strong commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Daniel Kinnamon, CPA, MBA

President/Financial Adviser

(317) 279-5531

Daniel@K-Fin.com

Daniel is the President and Owner of Kinnamon Financial. A CPA with an MBA, he brings over 30 years of experience in tax, accounting, and business consulting, plus 5 years in wealth management. Before starting his independent practice...

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Tara Sutherlin

Staff Accountant

Fifteen years into accounting, and the moment when everything balances still gets me. There's something deeply satisfying about taking a chaotic mess of receipts and transactions and turning it into something that makes sense. That's...
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Trina Sowers

Bookkeeper

Twenty-five years of bookkeeping has taught me one thing: business owners don't need another thing on their plate. They need someone who can take the books off their hands so they can focus on what they built. That's what happens here....
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