Meet the Team

We look for the best talent in our industry and are very selective in our hiring. 

The entire Bedel Financial team brings experience, industry knowledge, and well-honed skills to the firm. We are proud to have Certified Investment Management Analyst (CIMA®), Certified Financial Planner™ practitioners (CFP®), and Chartered Financial Analysts (CFA) on our team, reflecting our commitment to the profession. These designations are highly regarded as the most stringent certifications in their associated profession.

All staff 2023 team page

Choose a Team

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