Career History

• Bedel Financial Consultants, Inc., Retirement Plan Consultant Fee only financial consulting, investment management and retirement plan consulting.
• Firm providing services for individuals and business owners.
• American United Life Insurance Co., Client Service Consultant Responsible for servicing 150 retirement plans in Indiana, Kentucky and Ohio. Assets totaling $250 million. Responsibilities included investment recommendations, employee education and plan design consultation.
• American United Life Insurance Co., New Business Supervisor Supervised team of 8 consultants who were responsible for Retirement plan implementation.
• American United Life Insurance Co., Supervisor Supervised team of 10 consultants responsible for daily administration of retirement plans.
• American United Life Insurance Co., Consultant Responsible for daily administration of 100 retirement plans.

Education

• Bachelor of Science, Finance, Indiana University