Elaine E. Bedel, CFP®, President and Owner

Personal Financial Planning Experience

• Over 30 years in the Financial Services Industry.
• Over twenty-five years providing fee-only Financial Planning and Investment Management for executives, professionals, and entrepreneurs.
• Wealth Management Services include fee-only comprehensive financial plan preparation and active investment management.

Career History

• Bedel Financial Consulting, Inc., President and Owner.
  Wealth Management firm working with individuals and families to achieve financial security and lifetime goals.
• Coopers & Lybrand, Director of Personal Financial Planning. Promoted, managed and provided a fee-only financial planning service for individuals.
• Indiana National Bank, Vice President and Trust Officer. Developed the financial planning service and managed the Department which included the personal financial planning service, retirement service, business valuation and closely-held company analysis.

Corporate Appointments

• Current Member of Board of Directors of Symphony Bancorp.
• Current Member of Board of Directors of Symphony Bank.

Government Appointments

• Appointed Director of the Department of Metropolitan Development for the City of Indianapolis by Mayor Stephen Goldsmith. Served in that capacity from August 1, 1994, through December 31, 1995.
• Appointed to the Marion County Convention and Recreation Facilities Authority by Mayor Stephen Goldsmith. Approved all financing arrangements for convention and recreation facilities.  Served 1993-1994.

Professional Recognition

• Recognized in 2006 Wealth Manager ranking of America’s top wealth managers, published by Wealth Manager, June 2006.
• Recognized as one of The Nation’s Most Exclusive 100 Wealth Advisors, by Worth Robb Report, January 2004.
• Consistently named to the National Top Financial Advisors list published by Worth Magazine, 1994 to 2004.
• Recognized as a “Mover and Shaker” in the financial planning profession by Financial Planning Magazine in January 2003.
• Featured as one of the 100 Great Financial Planners from Coast to Coast, Published by Mutual Funds Magazine, October 2001/September 2002.
• Featured as one of the 150 Best Financial Advisors for Doctors, Medical Economics, December 2006.  Also included on previous list in July 1998 and August 2000, December 2002, and December 2004.
• Named to the list of Bloomberg’s Top Wealth Managers, Bloomberg Wealth Manager, July/August 2002, 2003, 2004 and 2005.
• Alumni Achievement Award in the field of Finance, Hanover College, May 1999.
• Recognized as one of three Women in the Lead finalists presented by Network of Women in Business and the Indianapolis Business Journal in June 2002.
• Named to the list of Influential Women in Indianapolis as published in the Indianapolis Business Journal and the Indiana Lawyer, June 1998.
• Named Business Woman of the Year for 1994 by the Network of Women in Business.
• Listed in the Business segment of Great Expectations – Men and Women Under 40 Building a Better Indianapolis, Indianapolis Magazine, April 1985.

Educational and Professional Designations

• Certified Financial Planner certification, College for Financial Planning.
• Master of Business Administration, Butler University.
• Bachelor of Liberal Arts, Mathematics Major, Hanover College.

Professional Activities

• Chairperson 2006, Financial Planning Standards Board, international board member 2003-2006.
• Foundation for Financial Planning, national board member 2004-2006.
• Chairperson 2002, CFP Board of Standards, national board member 1998 through 2003.
• Schwab Institutional Advisory Board, member 2002-03.
• U.S. Voting Delegate 2001-02, International CFP Council.
• Delegate, 2002 National Summit for Retirement Savings, Washington, DC.
• Member of US Technical Advisory Group for ISO/TC 222 (International Standard for Financial Planning) and Delegate to International Standard Organization meeting in Atlanta, GA, February 2001 and Tokyo, Japan, April 2002.
• Chairperson 1998 and 1999, Board of Practice Standards, sub-board of CFP Board, national board member 1994-1999.
• International Association for Financial Planning, national board member 1987-1991, and Past President for the Indiana Chapter.
• Editor, Midwest Financial Planner, 1986-1987.
• Past Board Member, Midwest Association of Personal Financial Planning.
• Member, NAPFA (National Association of Personal Financial Advisors).

Television and Radio Appearances

• Occasional guest on Inside Indiana Business, a weekly television program, and other local television and radio programs.
• FYI Money Advice presented bi-weekly on Channel 20 Nightly Business News 1992 – 1994.
• Special guest on the Financial Advisor program, Lifecycle Planning-1990.

Publishing and Speaking Appearances

• Weekly column on financial planning for Inside Indiana Business in The INside Edge.
• Articles published in the Indianapolis Business Journal, Indianapolis Star and Indianapolis Monthly magazine.
• Frequently interviewed for articles in national and local publications, Including New York Times, Los Angeles Times, USA Today, Washington Post, Investment News, Financial Planning Magazine, Forbes, Investment Advisor Magazine, Consumer Reports Magazine, Redbook, AARP, and Numerous internet publications.
• Frequent Speaker for local, national, and international organizations such as: Financial Planning Standards Board India, Financial Planning Standards Council of China, Institute of Financial Planners of Hong Kong, Financial Planning Association of Malaysia, Dow AgroSciences Women seminars, Community Hospital Financial Workshops, Florida Money Show, Boston Globe Money Show, and State Farm Insurance national headquarters and broadcast to over 300 sites nationwide.
• Contributor to Tips from the Top, published in 2002.

Community Activities

• Hanover College, Secretary and member of Board of Trustees.
• President 2006-2007, Rotary Club of Indianapolis, Board of Directors.
• Treasurer, Rotary Foundation of Indianapolis, Inc., Board of Trustees.
• Women’s Fund of Central Indiana, member of Advisory Board.
• Indiana University School of Nursing, current member of Board of Advisors.
• Goodwill Industries Foundation, current member of Board of Directors.  Member of Finance Committee.
• Past Chairperson 2002-04, Community Hospitals Foundation, Board of Directors. 
• Eagle Creek Park Foundation, past member of Board of Directors. 
• Honorary Chairperson 2002, Red Cross Celebration House.
• World Gymnastics Championships 1991, Local Organizing Committee, Protocol Chairperson.
• Hanover College Alumni Association, past president.
• Network of Women in Business, past president.
• Alumnae of Stanley K. Lacy Leadership Series.
• Serve on boards and committees of various non-profit organizations.