RICHARD LOCKE, FOUNDER
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...
CHAD A. BAILEY
Chad A. Bailey
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,...
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,...
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...
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 AdamczykCrown Point, IN
- Chad A. BaileyIndianapolis, IN
- Douglas F. BalesMuncie, IN
- Ronald CampbellFishers, IN
- Kelly CollierIndianapolis, IN
- John CrawfordIndianapolis, IN
- David CropperIndianapolis, IN
- Korine LarsonIndianapolis, IN
- Julie FaasIndianapolis, IN
- Greg A. HaneyIndianapolis, IN
- Jody HendryxMooresville, IN
- Robert WaglerLagrange, IN
- Nikki WheelerNew Palestine, IN
- Dick WhitcraftElkhart, IN