Broker Check

The Lanter Leveille Group - Madison, Indiana

James A. Leveille II

Financial Advisor

Jim began his career in the wealth management industry in 2020. He graduated from Indiana University Kelley School of Business with an MBA in accounting and a BS in accounting and finance in 2010. He spent the first 10 years of his professional career at a CPA firm in Indianapolis with a concentration in healthcare consulting. With Baird, Jim specializes in retirement planning and constructing mutual fund portfolios for clients based on their individual goals and risk tolerances.

Jim is deeply committed to his family and community. He grew up on a farm near Madison and graduated from Shawe Memorial High School. He and his wife recently moved back to raise their two sons in the community that helped shape him. He currently serves on the Board of Directors for Big Oaks Conservation Society, Madison Area Chamber of Commerce, Friends of Shawe & Pope John. 

Kyle A. Lanter

Financial Advisor

Kyle’s passion for problem solving, analytical thinking, and working with people have driven him to serve as a Financial Advisor. He started his career in 2012 with Raymond James and he joined Baird in 2017. He has built a practice that focuses on each client’s unique needs. Whether active or passive, individual stocks and bonds, advisory solutions or buy and hold strategies, he custom tailors each plan to the client’s needs. He is driven by a value-based approach to try and increase probabilities for success. He utilizes the expansive resources that Baird has, to assist in research and financial planning, to keep clients focused on their personal goals.

Kyle grew up in Greensburg Indiana and attended Ball State University where he received a Bachelor’s degree in Finance, with an emphasis on Financial Planning and Investments, and an Associates degree in Psychology. Being raised in a small town influenced his desire have his family live and grow up in the same environment. Kyle is married with three children ages six, five, and two. His hobbies outside of work include spending time with family and friends, building and racing drag cars, and playing golf.

Carla Elston

Client Assistant

Carla changed career paths and joined Baird (formerly Hilliard Lyons) in August, 2018. She worked as a legal assistant for 28 years at law firms in historic downtown Madison. She was able to transpose her knowledge and skills into the wealth management industry.

Carla’s instinct to detail and organization have been a huge asset to our team. Her pleasant personality and communication skills have not only helped her build relationships with clients but also provide them with exceptional service.

Carla is dedicated to her community. She has volunteered with many local organizations over the years. Currently, she is a committee member for Jefferson County Relay for Life and an active member of North Madison Christian Church.

Carla and her husband Jim, live on a small farm outside of Madison, near their two adult children. They just had their first grandson in November and are extremely excited to take on the new role of grandparents.

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