Joseph A. Clark, CFP, RFC - Big Joe, a Certified Financial Planner (CFP) and Registered Financial Consultant (RFC), has been in the financial services industry for more than 20 years.  He is the managing partner of Financial Enhancement Group, LLC, a Hoosier-based financial services company with offices in Anderson, Lafayette, Marion and Rensselaer. 

A protégé of the renowned investment strategist, Harry S. Dent, Jr., Big Joe is one of the nation’s leading proponents of “The Dent Method,” an economic forecasting approach that identifies fundamental demographic shifts and then analyzes their impact on key economic factors, like consumer spending, inflation, debt, savings and investment.

Expanding upon H.S. Dent’s demographic-based forecasting philosophy, Big Joe developed his own method to investing, The Funnel Solution System™ (FSS). Designed to help people make sound investment choices based on their personal financial needs and goals for the future, the FSS uses technical financial modeling to test a person’s exposure to different investment opportunities. As a result, Big Joe’s proprietary model takes a big step in helping clients minimize their investment risk and maximize their potential returns.

As a recognized radio personality for ten years and host of The Big Joe Money Show, an hour-long weekly talk show that has aired on WHBU 1240 AM for more than six years, Joe is a well-known financial figure – and outspoken investment authority – in the northern Indiana area. His renowned “Seasons of the Economy” dinner presentations also continue to provide investors with helpful facts and advice for achieving their financial goals.

A Word about the FEG Team:

Team members based in our Anderson Office:

· Adam Harter – Director of Operations. Responsible for implementing the FSS ^TM and ensuring the proper allocation funds.  He helps in the execution of trades and account allocations.   aharter@yourlifeafterwork.com

· Donald E. Hodson, EA, RFC – Financial Planner. He came into the industry in 1996 with many years of experience as an Enrolled Agent with the IRS.  Don continues to create and implement tax strategies for FEG clients.  He provides review meetings for clients, and is an active participant on the Investment Committee.  dhodson@yourlifeafterwork.com

· Jonathan G. Clark, RFC – Financial Planner and Manager of the Marion Office. Jon, a Registered Financial Consultant, works with individuals, small businesses, and charitable organizations all over the state. He can be found in the Anderson and Marion offices, as well as the Lafayette office. jclark@yourlifeafterwork.com

· Nathan Carmany, CFP, AAMS – Platform Manager. Nathan, a Certified Financial Planner and Accredited Asset Management Specialist, joined our firm in the summer of 2007 after spending 7 years with another firm specializing in custom mutual fund portfolios. ncarmany@yourlifeafterwork.com

· Christie Kabrich  – Relationship Manager and Para-Planner.  Assists Joe with appointments and client transfer processes.  Assists with Season of the Economy lectures & client events in the Anderson area. ckabrich@yourlifeafterwork.com 

· George Keris – Director of Client Relations.  Spent 34 years with General Motors prior to joining the FEG team.  He prepares individual investment analyses for our planning team, and assists clients in determining the best way to meet their financial objectives.  gkeris@yourlifeafterwork.com

· Helen Graves – Client Services.  Handles client calls & requests for our Anderson office.
hgraves@yourlifeafterwork.com

Team members based in our Lafayette Office:
 

· Sarah Griffin – Relationship Manager and Para-Planner.  Previously worked for our partners at Huth Thompson.  She coordinates the client bases between Huth Thompson and FEG.  Attends appointments with Joe to properly administer each client’s objectives to the proper team member.  sgriffin@yourlifeafterwork.com  

· Lincoln B. Perkins, CPA, Partner, has been practicing in the areas of business and individual taxation for 14 years.  He has been practicing in the area of retirement plan consulting and administration for 12 years.  He has now expanded this area to include ESOP administration, which is considerably more specialized. lperkins@huththompson.com

· Matthew L. Robertson, CPA is a graduate of Indiana University, with a double major in accounting and finance/economics.  Before joining the Huth Thompson firm in 1997, he was involved in production agriculture. In 2003 he was promoted to partner in-charge of the Rensselaer, IN office.  His office’s main focus is small business and individual taxation.  He also assists clients in estate planning and business startups. mrobertson@huththompson.com

· Robert G. Sabolich, CPA, ChFC, has a Chartered Financial Consultant designation from the American College and over twenty years experience in the industry.  Bob is a partner at Huth Thompson and has served as tax department head since 1991.  rsabolich@huththompson.com  

· April Swick – Client and Event Coordinator.  She services client’s requests, and handles the scheduling of appointments.  She coordinates the necessary arrangements to host the Season of the Economy lectures, the annual golf outing, and other client appreciation events.  aswick@yourlifeafterwork.com