Hufford Financial Advisors

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Hufford Financial Advisors Employees

Employee
Years
Job
Industry
Craig A. Young, CPA Craig A. Young, CPA Carmel, Indiana Details
Craig A. Young, CPA's Hufford Financial Advisors Experience 2003 - 2011
Job CONSULTANT at 4SIGHT LLC
Industry Financial Services
Experience
4SIGHT llc   2011 - Present
Hufford Financial Advisors   2003 - 2011
HAS, Inc.   1992 - 2003
Extracorporeal Technologies, Inc. "ETI"   1990 - 1992
McGee + Rice + Wheat, CPAs   1987 - 1990

Skills
Quickbooks, Eaglesoft, Dentrix, Strategic Financial..., Accounting, QuickBooks, Tax Preparation, Transition Planning, Transition Management, Dental Technology, Dental Finance, Dentistry, Start-ups, Leadership, Healthcare, Strategic Planning, Finance, Marketing, Sales, Personal Financial..., Financial Analysis

Education
Ball State University - College of Business   1982 — 1985
Bachelor of Science, Accounting

Chris Turean, CFP® Chris Turean, CFP® Indianapolis, Indiana Area Details
Chris Turean, CFP®'s Hufford Financial Advisors Experience June 2008 - July 2012
Job Financial Advisor at Valeo Financial Advisors, LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC  July 2012 - Present
Hufford Financial Advisors   June 2008 - July 2012
JP Morgan Chase  March 2006 - June 2008

Skills
Finance, Retirement Planning, Investment Advisory, Strategic Financial..., Wealth Management, Loans, Retirement, Investments, Estate Planning, Financial Advisory, Investment Strategies, Portfolio Management, 401k, Asset Allocation, Asset Management, Financial Analysis, Insurance, Investment Management, Mortgage Lending

Education
Baylor University - Hankamer School of Business   1999 — 2003
Finance and Economics

Thad Miller Thad Miller Indianapolis, Indiana Area Details
Thad Miller's Hufford Financial Advisors Experience September 2008 - May 2009
Job Founder of ddsmatch.com and DDS Lease
Industry Hospital & Health Care
Experience
ddsmatch.com   May 2009 - Present
Hufford Financial Advisors   September 2008 - May 2009
Patterson Dental  April 1996 - September 2008
American Junior Golf Association  January 1995 - April 1996

Skills
Public Speaking, Recruiting, Dentistry, Sales Management, New Business Development, Sales, Strategic Planning, Marketing Strategy, Cold Calling, Marketing, Sales Operations, Healthcare, Sales Presentations, Team Building, Sales Process, Selling, Entrepreneurship, Capital Equipment, Leadership, B2B, Management, Medical Devices, Training, Direct Sales, Sales Force Development, Start-ups, Budgets, Product Launch, Small Business

Education
Indiana University Bloomington   1991 — 1994
Bachelors Degree, Speech Communication

University of South Alabama   1989 — 1991

Paul Donahue, CFP®, AIF® Paul Donahue, CFP®, AIF® Indianapolis, Indiana Area Details
Paul Donahue, CFP®, AIF®'s Hufford Financial Advisors Experience May 2000 - August 2006
Job Financial Advisor at Valeo Financial Advisors, LLC
Industry Financial Services
Experience
Valeo Financial Advisors, LLC  August 2006 - Present
Hufford Financial Advisors   May 2000 - August 2006
Oxford Financial Group, Ltd.   January 1998 - May 2000
Renaissance, LLC   January 1997 - January 1998
PGR Solutions   May 1995 - December 1996

Skills
Financial Planning, 401k, Investments, Retirement Plans, Retirement Solutions, Retirement Income..., Retirement Planning, Retirement Services, Retirement Plan..., Investment Advisory, Registered Investment..., Certified Financial...

Education
San Jose State University   1991 — 1995
BS, Business Finance

Center for Fiduciary Studies - Accredited Investment Fiduciary® (AIF®) Designation
AIF® Designation, Accredited Investment Fiduciary® (AIF®)

College for Financial Planning - Certified Financial Planner™ (CFP®) Designation
CFP® Designation, Certified Financial Planner(TM) Practitioner

Nick Catlin Nick Catlin Indianapolis, Indiana Area Details
Nick Catlin's Hufford Financial Advisors Experience 2006 - October 2011
Job Principal at CBG & Company, Inc
Industry Financial Services
Experience
CBG & Company, Inc   October 2011 - Present
Hufford Financial Advisors   2006 - October 2011
Clarian Health Partners  2001 - 2006

Skills
Financial Planners, Financial Advisory, Investment Advisory, Management Consulting, Strategic Financial..., Portfolio Management, Financial Analysis, Wealth Management, Asset Managment, Retirement Planning, 401k, Accounting, Financial Services, Strategic Planning, Investments, Retirement

Education
Indiana University - Kelley School of Business   1997 — 2000
BS, Finance

University of Indianapolis   2004 — 2006
MBA, Finance

Indiana University - Kelley School of Business   2001 — 2003
Masters, Professional Accountancy

Greg Spillman Greg Spillman Lexington, Kentucky Details
Greg Spillman's Hufford Financial Advisors Experience February 2009 - April 2010
Job Retirement Planning Specialist
Industry Insurance
Experience
Spillman Financial   June 2010 - Present
Spillman Insurance Advisors   2010 - December 2012
Haitian Christian Mission   May 2007 - August 2010
Hufford Financial Advisors   February 2009 - April 2010
East 91st Street Christian Church  August 2004 - September 2008
Central Christian Counseling Center   January 1992 - August 2004
Central Christian Church  January 1992 - August 2004
Center for Marriage and Family Therapy   December 1989 - April 1992
GTE  June 1987 - September 1989

Skills
Public Speaking, Fundraising, Community Outreach, Event Planning, Leadership, Volunteer Management, Spiritual Direction, Organizational..., Outlook, Team Building, Nonprofits, Social Media, Non-profits, Coaching, Theology, Microsoft Office, Teaching, Marketing, Microsoft Word, Preaching, Sales, Discipleship, Retirement, Microsoft Excel, Leadership Development, Budgets, Annuity Sales, Biblical Studies, Pastoral Counseling, Insurance, Wealth Transfer, Medicare/Medicaid..., Medicare Advantage, Licensed Life & Health..., Charitable Gift..., Retirement Planning, Strategic Planning, Financial Advisory, Financial Analysis, Strategic Financial..., Retirement Benefits, Retirement Plan..., Retirement Savings, Financial Modeling, Long-term Care, IRAs, Roth IRA, 401k, Term Life Insurance, Fixed Annuities

Education
Friends University   1989 — 1991
MS-MFT, Marriage and Family Therapy

Cincinnati Bible College   1981 — 1985
Bachelor's degree, Education/ Missions

Brian O. Wright, CFP® Brian O. Wright, CFP® Indianapolis, Indiana Area Details
Brian O. Wright, CFP®'s Hufford Financial Advisors Experience 2009 - June 2011
Job Financial Planner, CoFounder at UniteWright, LLC
Industry Financial Services
Experience
UniteWright, LLC   September 2014 - Present
Wright Accounting Group, LLC   September 2014 - Present
Financial Planning Association of Greater Indiana   June 2011 - Present
Market Street Wealth Management Advisors, LLC   June 2011 - August 2014
Hufford Financial Advisors   2009 - June 2011
JPMorgan Chase  2004 - 2009

Skills
Retirement Planning, Investments, Wealth Management, Investment Advisory, Strategic Financial..., Financial Advisory, Estate Planning, Finance, Financial Planning, Investment Strategies, Asset Management, Portfolio Management

Education
Indiana State University - School of Business   1999 — 2002
Bachelor of Science, Business Administration

Anderson University   2007 — 2009
Master's Degree, MBA

Bob Fox, CFP® Bob Fox, CFP® Indianapolis, Indiana Area Details
Bob Fox, CFP®'s Hufford Financial Advisors Experience February 2008 - May 2011
Job Senior Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co.   May 2011 - Present
Hufford Financial Advisors   February 2008 - May 2011
Sentry Insurance  December 2006 - February 2008

Education
Indiana University - Kelley School of Business   2002 — 2006
BS, Finance and Human Resources Management

Brent Buroker, CFP®, AIF®, CLU® Brent Buroker, CFP®, AIF®, CLU® Indianapolis, Indiana Area Details
Brent Buroker, CFP®, AIF®, CLU®'s Hufford Financial Advisors Experience April 2011 - July 2011
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  December 2012 - Present
Family Heritage  November 2011 - December 2012
Hufford Financial Advisors   April 2011 - July 2011
State Farm Insurance  November 2006 - April 2011
State Farm Insurance  February 2005 - November 2006
MassMutual Financial Group  January 2003 - February 2005
UBS  August 1998 - January 2003

Skills
Wealth Management, Retirement Planning, Finance, New Business Development, Investment Strategies, Insurance Planning

Education
University of Alabama at Birmingham   2003 — 2005
MBA

Purdue University   1988 — 1992
BS

Tamara Clookey Tamara Clookey Indianapolis, Indiana Area Details
Tamara Clookey's Hufford Financial Advisors Experience August 1996 - April 1998
Job Payroll Administrator
Industry Accounting
Experience
SMC Corporation of America  November 2012 - Present
Premiere Credit of North America  June 2011 - September 2012
Accountemps  April 2011 - June 2011
AccuPay, Inc.   January 2004 - February 2011
Office Harmony, LLC   2011 - 2011
Hufford Financial Advisors   August 1996 - April 1998
Michael Accounting Service   August 1991 - August 1996

Skills
Workday, Payroll, Kronos WFC, Payroll Taxes

Education
Indiana Business College   1988 — 1990
Diploma, Accounting Specialist

Center Grove High School   1984 — 1989
Diploma

Canada Payroll Administration

Kristine Sloan Kristine Sloan Indianapolis, Indiana Area Details
Kristine Sloan's Hufford Financial Advisors Experience October 2005 - Present
Job Marketing Director at Dental TI
Industry Financial Services
Experience
Dental TI   October 2010 - Present
Hufford Financial Advisors   October 2005 - Present

Education
Indiana Wesleyan University   2001 — 2005