Hufford Financial Advisors
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Hufford Financial Advisors Employees
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
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
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
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
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
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
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
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
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
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
Dental TI October 2010 - Present
Hufford Financial Advisors October 2005 - Present
Education
Indiana Wesleyan University 2001 — 2005