Valeo Financial Advisors LLC

Description

Address: 9450 N Meridian St Suite 300, Indianapolis, IN 46260 Phone: (317) 218-6000: Place name: Category: Website: Hours: : : : : : Website: http://www.valeofinancial.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Valeo Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Valeo Financial Advisors LLC Employees

Employee
Years
Job
Industry
Greg Trump, CFP® Greg Trump, CFP® Indianapolis, Indiana Details
Greg Trump, CFP®'s Valeo Financial Advisors LLC Experience May 2015 - August 2015
Job Financial Advisor
Industry Financial Services
Experience
Valeo Financial Advisors LLC   May 2015 - August 2015
Wealth Design Consultants, LLC   July 2003 - April 2015
Wealth Design Center / NFP   July 1999 - June 2003
IBM  December 1997 - August 1998

Skills
Certified Financial..., Financial Advisory, Wealth, Estate Planning, Estate Tax Planning, Charitable Planning, Retirement Planning, Personal Financial..., Income Tax, Investments

Education
Purdue University - Krannert School of Management   1995 — 1999
Bachelor of Science, Management/Finance

The American College of Financial Services   2001 — 2003
Certified Financial Planner, Certified Professional Education Program

Chad Reed Chad Reed Indianapolis, Indiana Area Details
Chad Reed's Valeo Financial Advisors LLC Experience June 2005 - Present
Job Financial Advisor at Valeo Financial Advisors, LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   June 2005 - Present
KB Parrish & Co. LLP   1999 - April 2005

Education
Ball State University   1995 — 1999
BS, Accounting

Ball State University - College of Business   1995 — 1999
Accounting

Northwood High School   1991 — 1995

Fernando Ortiz, CFP®, AAMS® Fernando Ortiz, CFP®, AAMS® Greater Detroit Area Details
Fernando Ortiz, CFP®, AAMS®'s Valeo Financial Advisors LLC Experience March 2015 - Present
Job Financial Advisor with Valeo Financial Advisors, LLC Ann Arbor, MI Office
Industry Investment Management
Experience
Valeo Financial Advisors, LLC  March 2015 - Present
StanCorp Investment Advisers, Inc   July 2008 - March 2015
Tisch Investment Advisors, Inc.   June 2006 - June 2008
TIAA-CREF  1992 - 2006
H.C. Copeland Financial Services, Inc.   1988 - 1991
Mutual Service Corporation  August 1987 - December 1987

Skills
Wealth Management, Retirement Planning, Strategic Financial...

Education
University of Michigan   1978 — 1982
BS, Science

Thomas Brueggemann Thomas Brueggemann Atlanta, Georgia Details
Thomas Brueggemann's Valeo Financial Advisors LLC Experience August 2013 - December 2013
Job PwC Transaction Services Valuation
Industry Accounting
Experience
PwC  July 2014 - August 2015
Valeo Financial Advisors, LLC  August 2013 - December 2013
Circle K  May 2012 - August 2012
Tipton Lakes Community   June 2006 - August 2008

Education
Butler University   2010 — 2014
Finance, General

Butler University - College of Business Administration   2010 — 2014
Bachelor of Science (BS), Finance

Kreig Voreis Kreig Voreis Cedar Rapids, Iowa Area Details
Kreig Voreis's Valeo Financial Advisors LLC Experience August 2013 - December 2013
Job Commodity Merchandiser at Archer Daniels Midland
Industry Financial Services
Experience
Archer Daniels Midland  June 2014 - Present
Valeo Financial Advisors LLC   August 2013 - December 2013
Archer Daniels Midland  May 2013 - July 2013
Butler University  January 2012 - May 2013
Voreis Farms   2005 - May 2013
Lambda chi Alpha  2012 - 2012

Skills
PowerPoint, Microsoft Excel, Economics, Commodity Markets, Stock Market, Finance, Financial Analysis, Hedging, Financial Modeling, Real Estate Economics, Marketing Communications, Teamwork

Education
Butler University - College of Business Administration   2010 — 2014
Bachelor of Science (BS), Economics & Finance, 3.74 / 4

J.P. Wyand, CFP®, CDFA™ J.P. Wyand, CFP®, CDFA™ Indianapolis, Indiana Area Details
J.P. Wyand, CFP®, CDFA™'s Valeo Financial Advisors LLC Experience March 2013 - Present
Job Valeo Financial Advisors, LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   March 2013 - Present
Avalon Wealth Advisory   April 2006 - February 2013
Northwestern Mutual  2002 - 2006

Skills
Retirement Planning, Financial Analysis, Retirement, Investments, Strategic Financial..., Investment Advisory, Certified Divorce..., Financial Advisory, Estate Planning, Wealth Management, 401k, Portfolio Management, Investment Strategies, Financial Planning

Education
Indiana University Bloomington   1998 — 2002
Public Affairs Management, Management & Finance

Indiana University - Kelley School of Business   1998 — 2002
Certificate in Business Foundations

Bryan Guadagno Bryan Guadagno Greater New York City Area Details
Bryan Guadagno's Valeo Financial Advisors LLC Experience June 2012 - February 2014
Job RMK Maritime
Industry Financial Services
Experience
RMK Maritime   March 2014 - Present
Valeo Financial Advisors LLC   June 2012 - February 2014
Morgan Stanley Private Wealth Management  June 2010 - August 2010

Skills
Investment Advisory, Strategic Financial..., Investments, Retirement Planning, Financial Analysis, Insurance, Financial Modeling, Microsoft Excel, Economics, Series 7, Valuation, PowerPoint, Finance, Loans, Corporate Finance, Private Equity, Strategic Planning, Microsoft Office, Equities, Financial Services

Education
Indiana University - Kelley School of Business   2008 — 2012
Bachelor of Science (B.S.), Finance

University of Virginia   2011 — 2011
Semester at Sea

John C. Trott, CFP® John C. Trott, CFP® Indianapolis, Indiana Area Details
John C. Trott, CFP®'s Valeo Financial Advisors LLC Experience May 2002 - Present
Job Valeo Financial Advisors, LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   May 2002 - Present

Education
Purdue University   1986 — 1990
BS

Matt Jarvis Matt Jarvis Indianapolis, Indiana Area Details
Matt Jarvis's Valeo Financial Advisors LLC Experience November 2006 - Present
Job Financial Advisor at Valeo Financial Advisors
Industry Financial Services
Experience
Lids Foundation   April 2014 - Present
Valeo Financial Advisors LLC   November 2006 - Present
PricewaterhouseCoopers  January 2002 - November 2006

Skills
Financial Planning, Retirement Planning, Retirement, Investments, Investment Advisory, Estate Planning, Tax, Strategic Financial...

Education
Butler University   1997 — 2001
B.S., Accounting

Butler University - College of Business Administration   1997 — 2001
B.S., Accounting

Greensburg Community High School   1993 — 1997

Chris Turean, CFP® Chris Turean, CFP® Indianapolis, Indiana Area Details
Chris Turean, CFP®'s Valeo Financial Advisors LLC Experience July 2012 - Present
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

Matthew Presley Matthew Presley Indianapolis, Indiana Details
Matthew Presley's Valeo Financial Advisors LLC Experience June 2013 - Present
Job Financial Advisor at Valeo Financial Advisors LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   June 2013 - Present
Butler Business Accelerator  May 2012 - May 2013

Skills
Microsoft Office, Budgeting, Investments, SAP, Strategic Financial..., Budgets

Education
Butler University - College of Business Administration   2009 — 2013
Bachelor of Science (B.S.), Finance & Marketing

Ted Christofolis, CPA,CFP Ted Christofolis, CPA,CFP Indianapolis, Indiana Area Details
Ted Christofolis, CPA,CFP's Valeo Financial Advisors LLC Experience October 2012 - Present
Job Financial Advisor at Valeo Financial Advisors LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   October 2012 - Present
Redwood Accounting Services   October 1998 - October 2012
Redwood Investment Advisors, Ltd.   October 1998 - December 2010
The Windsor Group, Ltd   October 1986 - October 1998
Geo. S. Olive & Co CPAs (now BKD)   November 1982 - December 1985

Skills
Income Tax, Tax Preparation, Tax, Tax Returns, Corporate Tax, Accounting, Partnership Taxation, S Corporations, Financial Reporting, Financial Accounting, IRS, Financial Analysis

Education
College for Financial Planning   1985 — 1986
CFP

Ball State University   1979 — 1982
BS, Accounting & Finance

Paul Donahue, CFP®, AIF® Paul Donahue, CFP®, AIF® Indianapolis, Indiana Area Details
Paul Donahue, CFP®, AIF®'s Valeo Financial Advisors LLC Experience August 2006 - Present
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

Rob Edwards, CFA Rob Edwards, CFA Indianapolis, Indiana Area Details
Rob Edwards, CFA's Valeo Financial Advisors LLC Experience November 2008 - Present
Job Financial Advisor at Valeo Financial Advisors, LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   November 2008 - Present
Old National Bank  October 2000 - October 2008
First Financial Corporation   1999 - 2000

Skills
Investments, Financial Advisory, Retirement Planning, Portfolio Management, Small Business, Strategic Planning, Wealth Management, Asset Management

Education
Indiana State University - Scott College of Business   1990 — 1997
BS, MBA, Life Science, Chemistry, MBA

Terre Haute North Vigo High School   1986 — 1990

Aaron Coates CFP® Aaron Coates CFP® Elkhart, Indiana Area Details
Aaron Coates CFP®'s Valeo Financial Advisors LLC Experience October 2009 - December 2014
Job Financial Advisor at Relevant Financial Advisors LLC
Industry Financial Services
Experience
Relevant Financial Advisors LLC   January 2015 - Present
Valeo Financial Advisors LLC   October 2009 - December 2014
Relevant Financial Planning LLC   February 2008 - October 2009
Compass Wealth Advisors   July 1996 - February 2008

Education
Indiana University - Kelley School of Business   1991 — 1995
Bachelors, Business

Matt Mochel Matt Mochel Greater Chicago Area Details
Matt Mochel's Valeo Financial Advisors LLC Experience August 2014 - December 2014
Job Associate Consultant at Altair Advisers
Industry Financial Services
Experience
Altair Advisers  June 2015 - Present
Valeo Financial Advisors LLC   August 2014 - December 2014
BU Student Managed Investment Fund (S.M.I.F.)   August 2014 - December 2014
DEFENDER  May 2014 - August 2014

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Customer Service, English, Business Planning, Public Speaking, Research, Windows, Teaching, Strategic Planning, Microsoft Access

Education
Butler University   2011 — 2015
Bachelor's degree, Finance, General

Michael W. Phillips Michael W. Phillips Indianapolis, Indiana Area Details
Michael W. Phillips's Valeo Financial Advisors LLC Experience July 2014 - Present
Job Financial Advisor at Valeo Financial Advisors LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   July 2014 - Present
Oxford Financial Group, Ltd.   May 2012 - July 2012

Skills
Investments, Finance, Financial Modeling, Valuation, Estate Planning, Microsoft Excel, PowerPoint, Risk Management, Strategy, Microsoft Office, Tax, Leadership, Management, Financial Analysis, Public Speaking, Strategic Planning, Customer Service

Education
University of Indianapolis
Master of Business Administration (MBA), Finance, General

University of Indianapolis
Bachelor's degree, Finance, General

Culver Military Academy

Patrick Nagle Patrick Nagle Indianapolis, Indiana Area Details
Patrick Nagle's Valeo Financial Advisors LLC Experience February 2014 - December 2014
Job Medical Representative at SOMED Surgical
Industry Medical Devices
Experience
Valeo Financial Advisors LLC   February 2014 - December 2014
The Fairfax Group, LLC.   February 2012 - February 2014
PGA Tour  December 2007 - January 2012

Skills
Financial Analysis

Education
University of Illinois at Urbana-Champaign   2002 — 2007
Bachelor of Science (B.S.), Management

Brian Rosswurm, CFP® Brian Rosswurm, CFP® Indianapolis, Indiana Area Details
Brian Rosswurm, CFP®'s Valeo Financial Advisors LLC Experience August 2012 - Present
Job Financial Advisor at Valeo Financial Advisors LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   August 2012 - Present
Scecina Memorial High School  July 2011 - Present
Foresight Financial Management   June 2009 - August 2012

Education
Purdue University - Krannert School of Management   2005 — 2009
BS, economics

College for Financial Planning   2012 — 2012
Certified Financial Planner

Scecina   2001 — 2005
Bachelor, Economics

Brad Harrold, CFP® Brad Harrold, CFP® Indianapolis, Indiana Area Details
Brad Harrold, CFP®'s Valeo Financial Advisors LLC Experience October 2009 - April 2012
Job Financial Advisor, Registered Representative with New England Securities at Financial Partners Group
Industry Financial Services
Experience
Financial Partners Group  April 2012 - Present
Valeo Financial Advisors, LLC  October 2009 - April 2012
UBS Financial Services Inc.  July 2005 - September 2009
Linsco/Private Ledger Corp.   May 2002 - July 2005

Education
Indiana University - Kelley School of Business   1999 — 2002
B.S. in Business, Marketing

Ball State University   1998 — 1999
Business

Noblesville High School   1994 — 1998

Chintan Desai Chintan Desai Indianapolis, Indiana Area Details
Chintan Desai's Valeo Financial Advisors LLC Experience November 2014 - Present
Job Financial Advisor at Valeo Financial Advisors LLC
Industry Law Practice
Experience
Valeo Financial Advisors LLC   November 2014 - Present
MSU Eli Broad School of Business Student Investment Fund   December 2013 - May 2014
Michigan State University College of Law  May 2013 - May 2014
MSU College of Law Student Bar Association   February 2013 - May 2014
MSU COL Journal of Business and Securities Law   February 2013 - May 2014
MSU College of Law Housing Clinic   January 2013 - May 2014
MSU College of Law Student Bar Association   February 2012 - February 2013
University of Cincinnati College of Medicine  May 2008 - September 2008
University of Cincinnati Genome Research Institute   May 2007 - September 2007

Skills
Legal Writing, PowerPoint, Research, Lexis, Litigation, Criminal Law, Legal Research, Public Speaking, Westlaw, Microsoft Office, Analysis, Mediation, Corporate Law, International Law, Public Policy, Community Outreach, Policy, Copyright Law, Data Analysis, Legal Assistance, Editing, Wordperfect, Nonprofits, Constitutional Law, Policy Analysis, Leadership, Intellectual Property, Legal Issues, Event Planning, Trials, Courts, Higher Education, LexisNexis

Education
Michigan State University College of Law   2011 — 2014
Doctor of Law (JD), Corporate and Securities Law

University of Cincinnati   2007 — 2011
Operations Management, Finance, Business

Eric Foley Eric Foley Indianapolis, Indiana Details
Eric Foley's Valeo Financial Advisors LLC Experience August 2015 - Present
Job Finance Intern at Valeo Financial Advisors LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   August 2015 - Present
Premiere Credit of North America  May 2015 - August 2015
OurHealth  January 2015 - May 2015
Butler University  September 2013 - April 2015
Community Consolidated School District 15  May 2013 - August 2014

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Public Speaking, Team Leadership, Strategic Planning, Team Building, Microsoft Office, Teamwork, Time Management, Access

Education
Butler University   2012 — 2016
Bachelor of Science (BS), Finance, General

P. Chris Mickel P. Chris Mickel Indianapolis, Indiana Area Details
P. Chris Mickel's Valeo Financial Advisors LLC Experience 2004 - Present
Job Financial Advisor at Valeo Financial Advisors, LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   2004 - Present
UBS Wealth Management  2002 - 2003
Delta Tau Delta Fraternity  1999 - 2002
Newcourt Credit Group  1998 - 1999
Associates Commercial Corporation / CitiCapital   1995 - 1998

Skills
Financial Planning, Investments, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Strategic Financial..., Wealth Management, Retirement, Financial Advisory, Investment Strategies, 401k, Mutual Funds, Asset Management

Education
Butler University - College of Business Administration   1997 — 2001
MBA, Finance

Ball State University   1991 — 1995
BS, History

Danville Community High School   1988 — 1991

Greg Fulk Greg Fulk Indianapolis, Indiana Area Details
Greg Fulk's Valeo Financial Advisors LLC Experience May 2010 - Present
Job Chief Operating Officer at Valeo Financial Advisors LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   May 2010 - Present
Team Fulk Consulting   May 2009 - May 2010
Diversified Systems, Inc  November 2008 - May 2009
Paragon  May 2007 - November 2008
KB Home  March 2005 - May 2007
US Air Force  May 2000 - February 2005

Skills
Process Improvement, Operations Management, Program Management, Process Engineering

Education
The George Washington University - School of Business   2002 — 2004
MS, Project Management

United States Air Force Academy   1996 — 2000
BS, Chemistry

Paul VI High School   1992 — 1996

Mishelle Riddle Mishelle Riddle Indianapolis, Indiana Details
Mishelle Riddle's Valeo Financial Advisors LLC Experience August 2005 - Present
Job Executive Assistant at Valeo Financial Advisors, LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   August 2005 - Present

Education
Indiana University-Purdue University at Indianapolis

Jared Lehman Jared Lehman Holland, Michigan Details
Jared Lehman's Valeo Financial Advisors LLC Experience May 2014 - August 2014
Job Analyst at Charter Capital Partners
Industry Financial Services
Experience
Charter Capital Partners   August 2015 - Present
Merrill Lynch  March 2015 - July 2015
Valeo Financial Advisors LLC   May 2014 - August 2014
Ronald Blue & Co.   May 2013 - September 2013

Skills
Investments, Economics, Financial Advisory, Strategic Financial..., Financial Analysis, Portfolio Management, Asset Allocation, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office

Education
Hope College   2012 — 2015
BS, Management and Economics

Indiana University-Purdue University at Indianapolis   2011 — 2012
Accounting and Finance

Sara Omohundro Sara Omohundro Indianapolis, Indiana Details
Sara Omohundro's Valeo Financial Advisors LLC Experience May 2015 - Present
Job Investment Analyst Intern at Valeo Financial Advisors LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   May 2015 - Present
Butler University  October 2013 - Present
Grayhavens Farm   May 2014 - May 2015
First Inspection Network   June 2012 - August 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Leadership, Economics, Finance, Mathematics, Horses, Event Planning, Time Management, Social Networking, Facebook

Education
Butler University - College of Business Administration   2012 — 2016
Economics, Finance, Math, Philosophy, GPA: 3.9

Adlai E. Stevenson High School   2008 — 2012

Connor Foy Connor Foy Indianapolis, Indiana Details
Connor Foy's Valeo Financial Advisors LLC Experience January 2015 - Present
Job Associate at PNC
Industry Financial Services
Experience
PNC  June 2015 - Present
Valeo Financial Advisors LLC   January 2015 - Present
CID Capital  September 2014 - December 2014
Butler University Student Managed Investment Fund   August 2014 - December 2014
Mercer Investment Consulting  May 2014 - August 2014
CID Capital  September 2013 - December 2013
Butler University  August 2012 - September 2013
Lacks Enterprises  April 2013 - August 2013

Skills
Leadership, Microsoft Excel, Public Speaking, Investments, Finance, Financial Analysis, Portfolio Management, Investment Consulting

Education
Butler University - College of Business Administration   2011 — 2015
Finance, General

East Grand Rapids High School   2008 — 2011
Diploma

Chris Reckley, CFP Chris Reckley, CFP Indianapolis, Indiana Area Details
Chris Reckley, CFP's Valeo Financial Advisors LLC Experience June 2013 - July 2015
Job Investment Analyst at Mainstreet
Industry Financial Services
Experience
Mainstreet  August 2015 - Present
Valeo Financial Advisors LLC   June 2013 - July 2015
Northwestern Mutual  May 2012 - March 2013
Mayer Fabrics  May 2010 - February 2012
Chris and Joe's Lawn Service   May 2010 - August 2010

Education
Indiana University Bloomington   2009 — 2013
Bachelor of Arts (BA), Mathematics and Economics

Roncalli High School   2005 — 2009
High Honors

Usman Chaudhary Usman Chaudhary Indianapolis, Indiana Area Details
Usman Chaudhary's Valeo Financial Advisors LLC Experience August 2015 - Present
Job Student at Indiana University Kelley School of Business
Industry Financial Services
Experience
Valeo Financial Advisors LLC   August 2015 - Present
Merrill Lynch  January 2015 - May 2015
Innovation to Enterprise Central   September 2013 - May 2014
Simons Bitzer & Associates  January 2014 - April 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Java, HTML

Education
Indiana University - Kelley School of Business   2011 — 2015
Bachelor’s Degree, Accounting and Finance

Connor Swofford Connor Swofford Indianapolis, Indiana Area Details
Connor Swofford's Valeo Financial Advisors LLC Experience June 2011 - July 2011
Job Management 100 Program Section Head TA and Executive Board Member at The Wharton School
Industry Management Consulting
Experience
Manhattan Prep  May 2015 - Present
The Wharton School  March 2013 - Present
DICK'S Sporting Goods  May 2015 - August 2015
Periculum Capital Company, LLC  June 2014 - August 2014
Valeo Financial Advisors LLC   June 2011 - July 2011

Skills
Public Speaking, PowerPoint, Leadership, Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, Management, Operations Management, Social Media, Research, Data Analysis, Market Research, Time Management, Financial Modeling, Team Leadership, Social Networking

Education
University of Pennsylvania - The Wharton School   2012 — 2016
Economics, Management and Operations & Information Management

Hamilton Southeastern High School   2008 — 2012

David Stelsel, CFA David Stelsel, CFA Indianapolis, Indiana Area Details
David Stelsel, CFA's Valeo Financial Advisors LLC Experience January 2007 - Present
Job Investment Analyst at Valeo Financial Advisors LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   January 2007 - Present
Forensic Investments, LLC   January 2004 - December 2006

Skills
Investments, Investment Strategies, Portfolio Management, Financial Analysis, Asset Managment, Economics, Tactical Asset..., Fixed Income Analysis, Investment Advisory

Education
Butler University   2000 — 2004
BA, Finance

National University of Ireland, Galway   2002 — 2002

Wayland Academy   1996 — 2000

Emelie Tramm Emelie Tramm Indianapolis, Indiana Area Details
Emelie Tramm's Valeo Financial Advisors LLC Experience May 2014 - August 2014
Job Financial Analyst at Allison Transmission
Industry Financial Services
Experience
Allison Transmission  November 2014 - Present
Valeo Financial Advisors LLC   May 2014 - August 2014
Indiana University Purdue University of Indianapolis School of Engineering and Technology   September 2012 - August 2014
Barnes & Noble  April 2008 - November 2011

Skills
Visual Basic..., Bloomberg Terminal, Team Building, Six Sigma, Finance, Management, Coaching, Investments, Microsoft Excel, Time Management, Customer Service, Teamwork, Financial Analysis, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word

Education
Indiana University - Kelley School of Business   2011 — 2014
Bachelor of Science (BS), Finance

Misty Soderstrom Misty Soderstrom Indianapolis, Indiana Area Details
Misty Soderstrom's Valeo Financial Advisors LLC Experience May 2015 - Present
Job Financial Advisor at Valeo Financial Advisors LLC
Industry
Experience
Valeo Financial Advisors LLC   May 2015 - Present
Ernst & Young LLP  November 1997 - August 2012
Halliburton  1993 - 1997

Skills
Microsoft Excel, Employee Benefits, Public Speaking, Accounting, Strategic Planning, Employee Relations, Human Resources, Training, Policy, Process Improvement, Customer Service, Budgets, Event Planning

Education
The University of Texas at Dallas
Bachelor of General Studies, Communications, Graduated Cum Laude

Melissa Meade Melissa Meade Indianapolis, Indiana Area Details
Melissa Meade's Valeo Financial Advisors LLC Experience June 2010 - February 2012
Job Sales Operations at Capital Group
Industry Financial Services
Experience
Capital Group  February 2012 - Present
Valeo Financial Advisors LLC   June 2010 - February 2012

Education
Purdue University   2006 — 2010
BS, Financial Counseling & Planning

Ric Seaver Ric Seaver Indianapolis, Indiana Area Details
Ric Seaver's Valeo Financial Advisors LLC Experience June 2005 - Present
Job Financial Advisor at Valeo Financial Advisors, LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   June 2005 - Present
Arthritis Foundation  2006 - Present
Legacy Financial Advisors, LLC   December 2003 - May 2005
Oxford Financial Group, Ltd.   April 1999 - November 2003
Prudential Securities  June 1994 - March 1999

Skills
Strategic Financial..., Retirement, Financial Advisory, Finance, Leadership, Management, Personal Finance, Financial Planners, Estate Planning, Retirement Planning, Investment Advisory, Investments, Portfolio Management, Wealth Management, Financial Analysis

Education
University of Evansville   1990 — 1994
BS in Business Administration, Finance

Justin M. Padgett Justin M. Padgett Indianapolis, Indiana Area Details
Justin M. Padgett's Valeo Financial Advisors LLC Experience December 2006 - Present
Job Valeo Financial Advisors, LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC   December 2006 - Present
Avalon Wealth Advisory   May 2002 - December 2006
College Internships   May 1998 - August 2000

Education
Indiana University - Kelley School of Business   1998 — 2002
Bachelors, Finance, Legal Studies, International Studies

Pike High School   1994 — 1998

Matthew Siler Matthew Siler Indianapolis, Indiana Area Details
Matthew Siler's Valeo Financial Advisors LLC Experience May 2013 - August 2013
Job Tax Accountant at CNO Financial Group
Industry Financial Services
Experience
CNO Financial Group  March 2014 - Present
4086 Advisors  September 2013 - March 2014
Valeo Financial Advisors LLC   May 2013 - August 2013
Archdiocese of Indianapolis  January 2013 - May 2013
CVS Pharmacy  June 2009 - March 2012
Best Buy  October 2007 - February 2008

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Customer Service, Social Media, Photoshop, Teamwork, English, Leadership

Education
Butler University   2009 — 2013
Bachelor of Science (BS), International Business

Butler University