Indianapolis Headquarters

Richard K. Locke

Richard K. Locke

Principal/Lead Portfolio Manager


Richard K. Locke is the Founder and Principal of Intrepid Financial. He serves as the Lead Portfolio Manager for the firm, and leads Intrepid's investment council. Rich is a former practicing Certified Public Accountant (CPA) who...

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Chad A. Bailey

Financial Advisor


Chad started at Intrepid Financial in April 2010. He is a licensed Investment Advisor Representative (IAR) and works directly on the investment counsel at Intrepid. His daily responsibilities include investment research/analysis,...

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Craig McBarnes

Asst. Portfolio Manager


Craig McBarnes is a native of Frankfort, Indiana. He attended Butler University during the school's historic back-to-back Final Four appearances in men's basketball, and graduated in 2012 with a degree in Finance. Upon graduation,...

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Jenifer Mitchell

Controller & Office Manager


Jenifer Mitchell is the eldest daughter of Intrepid Financial founder, Rich Locke. She has been the Office Manager at Intrepid since 2010 overseeing the marketing, procurement, and scheduling needs of the firm. She assists with all...

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Julie Faas

Operations Manager


Julie Faas is the Operations Manager for Intrepid Financial. She has been with the firm for 15 years and oversees all client account activity including processing trades, distributions, and transfer requests. She remains the main point...

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Investment Advisor Representatives

  • Thomas Adamczyk
    Crown Point, IN
  • Chad A. Bailey
    Indianapolis, IN
  • Douglas F. Bales
    Muncie, IN
  • Ronald Campbell
    Fishers, IN
  • Kelly Collier
    Indianapolis, IN
  • John Crawford
    Indianapolis, IN
  • David Cropper
    Indianapolis, IN
  • Korine Hoskins
    Indianapolis, IN
  • Julie Faas
    Indianapolis, IN
  • Greg A. Haney
    Indianapolis, IN
  • Jody Hendryx
    Mooresville, IN 
  • Craig McBarnes
    Indianapolis, IN
  • Robert Wagler
    Lagrange, IN
  • Nikki Wheeler
    New Palestine, IN
  • Dick Whitcraft
    Elkhart, IN