2014 Board of Directors

 


President 

John Wheeler, CPA/PFS, CFP®
Castle Wealth Advisors, LLC
(317) 849-9559

 

 

 

President Elect

Evan D. Bedel, CFP®
Bedel Financial Consulting, Inc. 
(317) 843-1358

 

 

 Secretary

Ryan Jeffries, CFP®
Bedel Financial Consulting, Inc.
(317) 843-1358 x 242

 

 

  

Chairman
 Adan H. Diaz, CFP® 
Grunawalt Baer Diaz Financial 
(317) 846-9702

 

 

 

  Treasurer 

  Elizabeth M. Braden, CFP®
  Worley Erhart-Graves Financial Advisors 
  (317) 872-5090

 

 

  Communications Director

  Evan D. Bedel, CFP®
  Bedel Financial Consulting, Inc. 
  (317) 843-1358 

 

Membership Director

Jason Andrews, CFP®, CRPC
Equity Financial Services
(317) 204-3645

 

Program Director  

David T. Klaus, MBA, CASL 
Metlife Resources 
(317) 818-4673

 

Student Development Director

Amanda Legler
The Centennial Group
317.874.3861

 

Career Paths Director

 

Pro Bono Director  

Brian O. Wright, CFP® , AIF® , MBA
 UniteWright
 (317) 863-9797

 

 

Government Relations Director

Joe Clark, CFP®, RFC
The Financial Enhancement Group
(765) 640-1524

 

 

 

 Sponsorships & Meeting Greeters Director
 
Mark A. Cade, CFP®, RHU, CFS, RFC 
 Cade Group, Inc. 
 (317) 215-2473

  

 

   Special Events Director
  Michael D. Fields, CFP® 
  Comprehensive Retirement Solutions 
  (317) 844-5100 x11

 

 

Public Relations Director

Michael Schiele
Financial Advisor
(317) 544-9660

 

 

 

  Chapter Executive  
  Roxanne McGettigan
  FPA of Greater Indiana 
  (317) 373-1355

  

 

 

 


 

 

 

 

  

 


 

 

 

 

 

 

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