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Jan 27, 2020

The Many Decisions of an Investor

You've just won $10,000. What now? It may be time to hire a professional to remove the confusion from your financial situation.

May 5, 2013

And They’re Off...Triple Crown Advice for Graduates

What an exciting time of year! Graduates are coming down the stretch headed for the real world and horse enthusiasts are hoping that Kentucky Derby winner, Orb, brings home the Triple Crown.

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AUTHORS

Elaine E. Bedel, CFP®

CEO and President
Executive on Loan

Evan D. Bedel, CFP®

Owner and Director of
Finance & Strategy

Kate Arndt, CFP®

Financial Planner

Meredith Carbrey, CFP®

Sr. Wealth Advisor

Ryan A. Collier, CIMA®

Sr. Portfolio Manager and Director of Investment Management

David Crossman, CFA

Sr. Portfolio Manager

Kristina Dougan

Operations Specialist and Investment Assistant

Anthony Harcourt, CIMA®

Portfolio Manager

Kathryn J. Hower, CFP®

Sr. Wealth Advisor and
Director of Financial Planning

Jonathan Koop, CFA

Portfolio Manager and
Manager of Investment Management

Sarah Mahaffa, CFP®

Sr. Wealth Advisor and
Manager of Financial Planning

Austin Stagman, CIMA®