About Hale & Associates, Inc.

Duke Hale is the President of Hale & Associates, Inc. Hale & Associates has a large presence throughout California, Illinois, Indiana, Kentucky, Ohio, Pennsylvania, West Virginia, and New Jersey. Hale & Associates, Inc. is strategically aligned with The Ohlson Group  based out of Carmel, IN. 

Hale & Associates, Inc. primarily focuses on helping seniors receive more income, more growth, pay fewer taxes, and preserve more of their money to leave for their spouses, children and grandchildren. The first Ohlson Group office opened in Indianapolis, IN in 1975 followed by an affiliated office in Chicago, IL. 

We have affiliated offices in California, Indiana, Illinois, and Ohio with our main office located in Indianapolis, IN.
Duke Hale

ABOUT DUKE HALE, PRESIDENT

Duke is a native Hoosier who grew up in Indianapolis, IN where he attended high school. Duke graduated from Ball State University in Muncie, Indiana in 1972 with Bachelor of Science degree. He also completed post graduate work at Butler University and received an  E.P.B.A. from Columbia University in 1994.

Prior to starting his own business, Duke Hale was C.O.O. of $4 billion American Isuzu, C.E.O. of Lotus Holdings, Inc. and was President of NASDAQ traded Starcraft automotive. His public company experience has been very helpful with senior clients on financial issues and risk protection. 

Duke Hale has trained numerous professionals in the areas of public speaking, business management, customer satisfaction, and other areas.

CA License #: 0G98787
Wayne Miller

ABOUT Wayne MIller, Vice PRESIDENT

Wayne Miller comes to Hale & Associates, Inc. from an extensive financial background. As a double major in both Finance and Economics, Wayne Miller attended the University of Massachusetts at Amherst. When Wayne was 20 years old he started his financial career at MBNA America Bank, N.A., which is now Bank of America. At 23 years old, he assisted managing a division of over 400 employees in Aliso Viejo, CA. Wayne continued his career on the retail side of the industry at CitiGroup, as a branch account manager.

​Wayne has been with Hale & Associates since 2009. With almost 20 years of experience in finance, Wayne brings a lot to the table. 

We are rated A+ by the Better Business Bureau with 0 Complaints.

We are a proud member of the safe money places agent network
The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy. 

The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe. 

Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH.
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Please visit our educational website www.SafeMoneyPlaces.com for more information. 

ASK US A FINANCIAL QUESTION

Everyone’s financial situation is unique and there is NOT a one-size fits all retirement plan. Ask us questions and get real answers. ​