At AllStreet, you're not another number,
you're part of something bigger.

We exist because the financial industry has neglected the younger generation for years.

We're not like the big financial firms you see on TV that serve retirees and sell insurance.  

We're a small firm who sees a problem with the lack of real financial advice being provided to our generation and we're on a mission to solve it.​

thomas
Thomas Kopelman
Lead Financial Planner
Top 100 Financial Advisor

Thomas is the co-founder and lead Financial Planner at AllStreet Wealth. Recognized for his expertise and dedication, he has been named a Top 23 Millennial Advisor by Business Insider, a Top Young Advisor to Watch in 2023 by FA Mag, and one of the top 100 financial advisors by Investopedia in both 2022 and 2023.

Beyond his role at AllStreet Wealth, Thomas is an active blogger, podcaster, and content creator, sharing valuable insights on financial planning and wealth management.

A graduate of Butler University, Thomas has dedicated his entire career to the financial services industry. He is passionate about helping high-income business owners aged 30-50 cut through the noise and leverage their resources to achieve their life goals.

When he's not assisting clients with their financial plans, Thomas enjoys working out, playing basketball, spending time at the lake with his family, and hanging out with his wife & dog.

Treyton DeVore
Creative Director
Top 100 Financial Advisor

Treyton is a financial planner, designer, and the co-founder of AllStreet Wealth.
After earning a Business Finance & Marketing degree while playing baseball at McPherson College, Treyton has spent all of his time throughout his young career in the financial services industry. With a passion for helping others, he started the business in 2020 with one mission:

Make financial advice more accessible for our generation

Outside of AllStreet Wealth, he's dedicated to helping other self-employed creatives pursue their passions & become financially independent through his blog, Creatorbread. He also assists financial advisors in improving their brand & online presence through Converting Attention.

When he's not trying to change the perception of the financial industry, you can find him at a local golf course, trying new restaurants, designing, or taking pictures on film 📸

Darlene Kite
Director of Operations

Darlene is the Director of Operations at AllStreet Wealth. A proud graduate of Indiana University’s Kelley School of Business, she has a solid foundation in business strategy and client engagement.
With over 5 years of experience in retirement solutions and more than 8 years in group benefits, Darlene has consistently demonstrated a passion for exceptional service. She is committed to ensuring that every client receives outstanding support, leveraging her extensive experience and expertise. Her dedication to excellence is a cornerstone of her role at AllStreet Wealth, where she continually enhances operational efficiency and client satisfaction.

Outside of her professional responsibilities, Darlene enjoys spending time with her family and friends, cooking, and traveling.

Ryan Dolan, EA
Tax Specialist

Ryan is an Enrolled Agent and Financial Planner specializing in personal and business tax planning.

A proud graduate of Butler University, Ryan began his career in tax preparation, accounting, and planning for individuals and small businesses right out of college.

He then joined AllStreet Wealth in September 2023 and remains passionate about helping business owners understand their tax situations and achieve their financial goals.

Outside of financial planning, Ryan enjoys spending time with his family and fiancé, and he loves cooking. He makes a mean Cajun tortellini soup.

Tune
Head of Culture
ellie
Ellie
Chief Morale Officer

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Fees start at $1,000/month for employees and $1,333/month for business owners
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📱 (815) 978-2703

📨 hello@allstreetwealth.com

Locations:
📍Carmel
, IN

🖥 Virtually serving clients nationwide

The firm is a registered investment adviser with the state of Missouri, Indiana, Florida, California, Illinois, and notice-filed in Texas and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

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