Personal Financial Planning and Investment Management Experience

• Over thirteen years of experience in fee-only financial planning and investment management.
• Experience includes developing and implementing investment strategies in coordination with financial goals.

Career History

• Bedel Financial Consulting, Inc., Portfolio Manager, Chair of Investment Committee
• Indiana Business Modernization and Technology, Financial Analyst

Education and Professional Designations

• Awarded Chartered Financial Analyst designation.
• Bachelor of Science, Economics/Finance and Mathematics Double Major, University of Indianapolis, Magna cum laude
• Presidential Scholar, University of Indianapolis.