Meet Our Team
Meet BlueSafe Financial
We have a great team behind the scenes at BlueSafe Financial. Get to know a bit more about them and their experience in the financial and investment industry. They are experienced professionals and are excited to speak with you about your potential investment and insurance options! Each office is independently owned and operated.
Simply click on a location to meet our network members.
CEO & Senior Financial Advisor
After more than a decade of experience in the investment and financial industry, Jeff opened BlueSafe in Lafayette, Indiana. His mission was to open a firm focused on building relationships with the clients and providing the best service under an independent platform. Jeff holds an MBA in Finance and Statistics and enjoys being able to freely help clients choose the best products available to them today. Although he licensed in multiple facets, he primarily focuses on BlueSafe’s investments and financial services.
Senior Administration Executive
After nearly a decade of experience working in the investment and financial industry, Joyce leads the Administration for multiple office locations. She also leads our transition specialists helping new advisors when joining BlueSafe. As the Senior Administration Executive, she is our unofficial miracle worker who assists in completing whatever needs to be done. She helps keep the team in check, focused and efficient.
Investment Advisor – Lafayette Office
Jason has been working in business development for more than a decade. At BlueSafe, Jason works to grow and increase our network of professional consultants, internal support, and clients. He specializes in BlueSafe’s Retirement Income Planning Software. This is a free service we provide to clients helping them understand what their retirement projections might represent in the years ahead and estimates income during retirement.
Senior Financial Advisor
Owns and operates an independent BlueSafe Financial office in Greenwood, IN.
Yadi Garcia is a Senior Financial Advisor and part of the BlueSafe Financial Advisors Network. She will soon be opening the Greenwood Indiana office and bringing nearly 18 years of experience to the team. She shares our vision and passion for serving others. Yadi has been married to her husband for 24 years. Her family is active within their church and they hold leadership positions in the Hispanic Ministry. Yadi also serves as President on the Board of Directors of Angle Care, Inc. She loves spending time with her family: cooking, playing games and traveling.
Se habla español.
Contact Yadi today at 317.590.5014 or click to email.
Owns and operates an independent BlueSafe Financial office in Muncie, IN.
Tracy L Fruitt is a Financial Advisor and part of the BlueSafe Financial Advisors Network. He owns and manages the Muncie Indiana location and brings nearly 30 years of experience to the team. He is licensed to work with all types of securities including but not limited to stocks, bonds, mutual funds and options. He is also a licensed insurance specialist for life insurance, fixed and variable annuities, and long-term care insurance. He is a registered partner in the Indiana Long-term care program.