Our Team

Thomas M. Dafnos, CFP, NSSA Crosspoint Wealth Advisors, LLC

Thomas M. Dafnos, CFP®, NSSA®

Tom is a Senior Advisor and owner of Crosspoint Wealth Advisors, LLC, where he works specifically with high net-worth owners of privately held companies on succession planning, estate planning, charitable planning and deferred giving techniques.  

A 1971 cum laude graduate of Ohio State University, Thomas M. Dafnos, CFP®, NSSA® has been consulting in business development and financial planning for over 35 years. 

Tom was the senior partner of Capital Analysts of the Midwest from  its inception in 1989, serving as a charter member of the Circle of Excellence with Capital Analysts, Inc. He is a member of the President's Club of Lincoln Investments, a CERTIFIED FINANCIAL PLANNERTM, a National Social Security Advisor SM, and a member of Kingdom Advisors.

Tom serves on the boards of several Private Foundations, faith based ministries, and for-profit corporations. He is passionate about encouraging and assisting families in achieving their lifetime and testamentary stewardship goals.  

Tom holds a designation of Distinguished Club Maker for golf club fitting and design and is an active member of Old Oakland Golf Club. Tom and his wife, Martha, reside in Fishers, Indiana, where both are involved with various church, civic and arts organizations. They have two daughters, Amy and Sarah, and four grandchildren.

Brent T Dunn CFP Crosspoint Wealth Advisors, LLC

Brent T. Dunn, CFP®

Brent is a Senior Advisor and owner of Crosspoint Wealth Advisors, LLC. 

Brent is passionate about helping individuals and families manage their wealth well and to help them gain confidence and contentment about their finances. Brent’s unique experience allows him to skillfully integrate investment management, financial planning, estate planning, and charitable planning, helping individuals to improve their own financial position, improve their estate plan, give more to their favorite charities and to possibly reduce taxes during life and at death. Brent is also dedicated to helping faith-based individuals better integrate their faith with their finances.   

Brent T. Dunn graduated from Indiana University in 1980 with a degree in Finance. He earned his CERTIFIED FINANCIAL PLANNERTM certification in 1985. Between 1990 and 2002, Brent was a Senior Consultant with Renaissance, a firm specializing in charitable trusts and foundations. During this period Brent helped financial planners, estate planning attorneys, and other professional advisors design and implement over 1,000 charitable trusts and other charitable planning tools, improving their clients’ financial plans and estate plans.   

In 2011 Brent organized Planning Success with Significance LLC, to help local ministries and charitable organizations educate their boards of directors, development staff, and other supporters of the organizations learn about the power of giving non-cash gifts and of strategically  integrating their financial plans, estate plans, and charitable plans.

Brent is an active member of Kingdom Advisors, leading Kingdom Advisor Study Groups and coordinating educational events for the professional advisory community. Brent and his family are active in their church and other community organizations in Fishers Indiana.

Stephen J. Schug, CFP Crosspoint Wealth Advisors, LLC

Stephen J. Schug, CFP® 

Steve is a Senior Advisor and founding partner of Crosspoint Wealth Advisors, LLC.

Steve graduated from the University of Indianapolis in 1977 with a degree in Business Administration and Economics and has been active in the financial services industry since that time. He began a total financial planning practice in 1985 and in 1990 was a co-founder of Capital Analysts of the Midwest, Inc. (CAMI).

Steve obtained his CERTIFIED FINANCIAL PLANNERTM certification in 1994 and became a General Securities Principal in 1998. He has served as a member of Field Advisory Committees at the national level in both the securities and life insurance industries. He was a charter member and 18 year qualifier for his former broker dealer’s Circle of Excellence, and is a current member of the President’s Club for Lincoln Investment.  Steve has served as a speaker at various industry conferences and has taught adult education classes on the subject of retirement planning.

The focus of Steve's practice is in helping business owners and professionals meet their estate planning, investment management, and charitable planning goals. He and his partners have helped create numerous family foundations and charitable trusts. Steve has a particular emphasis in working with farm families and agribusiness companies.

Steve and his wife Pam live in Pendleton, Indiana, on a family farm dating to 1822. Steve is active in his church where he serves as a Stephen Minister. He is a member of the Estate Planning Council of Indianapolis. Steve enjoys sports, music and various fitness activities. Steve and Pam enjoy spending time with their children and grandchildren.

Doug R. Evernham, CFP Crosspoint Wealth Advisors, LLC

Doug R. Evernham, CFP®

Doug is the Director of Investments for Crosspoint Wealth Advisors, LLC.

Doug graduated from Purdue University, West Lafayette, Indiana in 2002 with a Bachelor of Science degree in Financial Counseling and Planning. He received his CERTIFIED FINANCIAL PLANNERTM certification in 2013. He began his career in 2002 in Evansville, Indiana, as an Investment Portfolio Manager with Old National Wealth Management. At Old National Doug discretionarily managed more than $100 million in investable assets in accounts consisting of the following: Revocable and Irrevocable Trusts, Estates, Corporate Retirement Plans, Individual Agency and Retirement Investment accounts. Doug joined Capital Analysts of the Midwest, Inc., in 2008 as Director of Investments, responsible for research and the oversight of all investments, a role he continues with Crosspoint Wealth Advisors, LLC.

Doug resides in Carmel, Indiana, with his wife Elissa and daughter Jillian. He enjoys spending time with his family and friends along with playing golf and other outdoor activities.

Josh Gavit, AIF Crosspoint Wealth Advisors, LLC

Josh Gavit, AIF®

Josh is Associate Planner for Crosspoint Wealth Advisors, LLC.

Josh Gavit graduated from Indiana University in 2010 with a degree in Economics. He passed his FINRA Series 65 Investment Advisor Representative and FINRA Series 7 General Securities Registered Representative exams and completed his Accredited Investment Fiduciary (AIF®) designation in 2014. Prior to joining Crosspoint Wealth Advisors, in December 2012 Josh worked at a mutual fund based in Indianapolis and interned in the financial and estate planning industry.  

Josh is passionate about helping individuals gain clarity about their current financial positioning and confidence in their financial future. At CWA Josh assists in the analysis and maintenance of clients’ investments accounts, research and monitoring of the firm's proprietary investment models, and works in the proprietary software to create financial plans and model cash-flows. 

Josh credits the high school finance program the Academy of Finance as having a significant impact on his career decision and course.  

In addition to his passion for working with youth, Josh is passionate about sports and being physically active. He has merged these passions by serving as a volunteer youth basketball and soccer coach through local athletic organizations over the last 5 years. 

Josh resides in his hometown of Fishers, Indiana. He enjoys spending time with his family and friends, playing basketball, soccer, frisbee golf, kayaking, and attending his brother’s high school soccer games.

Janalee H. Kane Crosspoint Wealth Advisors LLC

Janalee H. Kane

Janalee is the Client Services Coordinator for Crosspoint Wealth Advisors, LLC.

Jana joined our team in 2013. She is organized and proactive in providing timely, efficient, and accurate administrative support to clients and colleagues.  

Jana graduated from Purdue University, West Lafayette, with a Bachelor of Arts degree. She spent several years as an elementary school teacher where she headed Accreditation teams. Jana has been an active volunteer in local schools, including being PTO President, and was the Hamilton County Reading Council Literacy Award recipient in 2008.

Jana and her husband have two children. Her family is active members of their church. She enjoys reading, photography, and traveling with her family.

Sarah D. McKaig, CSA, NSSA Crosspoint Wealth Advisors, LLC

Sarah D. McKaig, CSA, NSSA®

Sarah is an Associate Advisor for Crosspoint Wealth Advisors, LLC. She specializes in risk management for retirees, helping clients in the areas of extended care, Social Security planning, and Medicare planning.    

Sarah graduated with distinction from Purdue University in 2002 with degrees in English and Psychology. She joined Capital Analysts of the Midwest, Inc. in 2006, managing cash flow and financial reporting for several large entities and servicing existing clients. She obtained her FINRA Series 7 financial securities license in 2009.  Sarah furthered her training with a Certified Senior Advisor® designation, a National Social Security Advisors SM designation, and an Insurance license in 2015.  

Sarah is an active member of her church in Logansport, Indiana, where she leads the praise team. She and her husband have three young children, and together they enjoy traveling, sports, and home improvement projects. Sarah is also a yoga instructor with a passion for teaching classes that combine her Christian faith and fitness.