We are pleased to present our Spring Newsletter. This space is typically reserved for Elaine’s thoughts; however, she is currently occupied with her new endeavors with the State of Indiana. In February, Governor Holcomb appointed Elaine President of the Indiana Economic Development Corporation, or IEDC for short. We are very proud of Elaine and enjoy receiving her updates on all the wonderful things happening in our great State.
Several years ago, Elaine formed a leadership team within Bedel Financial (Bedel Leadership Team or BLT) to ensure the firm would continue to serve its clients in the event it became necessary for her to step away. Although Elaine remains available to the Bedel staff, our leadership team has proven their readiness and willingness to step up in her absence. Elaine was pleased to be able to take-on this new opportunity with confidence that the firm would continue on its successful path. Our team will continue to look for ways to improve business operations and the client experience, just as we have done in the past. The six-member leadership team has a combined 70 years with Bedel Financial and over 100 years of industry experience.
As always, we remain dedicated to partnering with you to provide unique planning solutions. In the meantime, if you are interested in following Elaine’s progress with the IEDC, we encourage you to check out the IEDC on their Facebook page or Twitter feed at @Indiana_EDC. Within future newsletters, this section will keep you updated on our company’s most recent accomplishments and highlights.
With warmest regards,
Evan Bedel, Generation NeXt Advisor; Director of Finance & Strategy
Meredith Carbrey, Wealth Advisor
Ryan Collier, Sr. Portfolio Manager & Director of Investment Management
Kathy Hower, Wealth Advisor & Director of Financial Planning
Cassi Vanderpool, Director of Administration & Chief Compliance Officer
Bill Wendling, Sr. Portfolio Manager & Chief Investment Officer