we don't have 'clients', we have 'families'
and that's how we see ourselves too
Joseph A. “Big Joe” Clark CFP®, RFC™
Qualifications | Certified Financial Planner, Registered Financial Consultant, adjunct assistant professor at Purdue University, Member of the Financial Planning Association
Position on the Team | Co-founder & managing partner, Communications division lead, Investment committee chair
Out of the Office | The Bridge Church, United Way, St. Johns Finance Committee, Purdue University School of Technology Board of Advisors, Youth For Christ Board of Directors, Indianapolis, Happily married to wife Barbara for more than 20 years
“I learned a long time ago: Never mess with a person’s food or money. So, I cook well and manage the finances to the best of my ability.”
Jack Harter, Advisor
Qualifications | 23 years of banking, business and non-profit experience; Graduate of Indiana University in Business-Finance
Position on the Team | Advisor
Out of the Office | Madison County Chamber of Commerce Board of Directors; Corporation for Economic Development Board of Directors; Intersect, Inc. Board of Directors; Anderson Redevelopment Authority President; IMPACT Center of Anderson Board of Directors; Bridge Community Church Board of Directors; Madison County Community Foundation Finance Committee.
While Jack has a strong desire to help better his community, he uses his extensive experience and education to help families plan for a better financial future.
Adam Harter, CFA charter holder
Qualifications | CFA charter holder, Registered Representative, Investment Advisor Representative; Graduate of Indiana University in Economics
Position on the Team | Firm Partner, Chief Investment Strategist, Asset management division lead
Our ability to manage your assets here, locally, instead of turning that management over to some hedge fund stranger in NYC, is directly attributed to Adam's skill set. Adam coordinates the firm’s investment research process and executes the firm’s investment selection process to build and maintain client portfolios.
Out of the Office | Active in Sulphur Springs Christian Church
“As you can imagine, making investment decisions is an intense business. I’m thankful for the spiritual gift of patience and, whenever possible, I enjoy trying to lighten the office mood.”
Don Hodson, EA, RFC™
Qualifications | International Business College graduate in Accounting, Enrolled Agent with the United States Treasury, Registered Financial Consultant
Position on the Team | Firm Partner, Co-founder & Principal, Branch manager, Financial Advisor, Compliance Director, Investment committee member
Background | Owned and operated a public accounting firm before starting Financial Enhancement Group
Developing and executing smart, tax-savvy investment strategies sets Financial Enhancement Group apart—thanks to skilled pros like Don.
Sarah Griffin, Chief Information Officer
Position on the Team | Firm Partner; Protects, integrates and manages the client information and oversees the human resources, para planning division and business financials.
For more than 10 years at FEG Sarah has been part of the para planning division, responsible for billing, executing and determine the operational budget and implements new changes to technology and processing.
Sarah works in multiple areas and has direct responsibility in back office execution and implementation as it relates to the team, the client data and partner relationships.
Out of the Office | Sarah is a mother and active in her community.
Every team has a heart and Sarah really keeps our heart—our culture—beating on behalf of our clients and partners everywhere.
Andrew Thrasher, CMT, AWMA®, AAMS®
Qualifications | Charted Market Technician, Accredited Wealth Management Advisor, Accredited Asset Management Specialist, Investment Advisor Representative; Graduate of Purdue University in Financial Counseling and Planning, is a member of the Market Technicians Association, writes a weekly article for TraderPlanet.com and is a regular contributor to investing.com
Position on the Team | Investment Analyst, Asset management division
Andrew Thrasher is a member of the Investment Allocation Committee, working alongside Adam Harter, CFA in the management of our client's portfolios. He is responsible for creating asset allocations for nearly 25 different trading platforms and maintains proprietary risk management metrics for each of our investment strategies. Andrew is also involved with the marketing team, helping coordinate various events and crafting the firm's external communications.
A key component in the firm’s asset management division, Andrew has everything to do with how “we take care of people who don’t want to worry about their money.”
Cindy Bonwell, Executive Administative Support
Qualifications | Attended Indiana State University majoring in Criminal Law
Position on the Team | Human Resources and Executive Administrative Support
Cindy handles the company's accounts payable, handles human resource responsibilities, and maintains Joe's calendar. She also helps keep our systems up-to-date and routes incoming phone calls.
Out of the Office | Volunteering at sporting and charity events with her twin's school; loves to take trips to Florida and Mexico.
Cindy is always laughing and smiling while keeping FEG organized, on schedule and is the first person you'll speak to when calling into our office.
Ron Owens, Customer Service
Qualifications | Ball State University graduate in MIS
Position on the Team | Service Request Coordination; Client Online Account Access Support; Back-office Operations Support; Account Database Operations; Website Development and Administration
Out of the Office | Active in the Bridge Community Church
When it comes to customer satisfaction, Ron has developed high-quality, customer relationship skillsets, understanding how to best integrate customer requirements with business capabilities.
Renee Jones, Processing
Qualifications | Anderson University graduate in Business Management
Position on the Team | Processor
Renee plays an integral role in our back office by creating and monitoring the paperwork for new accounts and maintaining relationships with thrid-party vendors. She diligently processes distribution requests and helps answer the day-to-day questions for clients.
“The FEG team would be lost without the work Renee does in keeping track of money requests and account documents. She handles each interaction with a smile and is a joy to meet with."
Qualifications | Purdue University graduate in Financial Planning and Counseling
Position on the Team | Organizational Developer
Oversees organizational development for the firm. This means our team members are up to speed on all of our systems and that our processes run smoothly and efficiently. I develop and implement innovate programs and processes. I love to work with and train our valued team members in all divisions.
Megan has a process! When it comes to making sure our clients are taken care of she gets the job done every time.
April Swick, Para-Planner
Position on the Team | Client Service - Planning, Assist advisors in client appointments; assist with client service requests; assist partners with client service requests
Out of the Office | Active member of Community Reformed Church, current Elder on Executive board, Youth Group leadership mentor, Chairperson for the Missions Committee, Sr. High Sunday school teacher, Discipleship Development Team, Young Adult Fellowship Coordinator.
Along with spending time with her family, April is an avid gardener, and is dedicated to several community service projects—Backpack program for Earhart Elementary School, Elks Secret Santa project, serving at LUM.
Angi Kinser, Para-Planner
Qualifications | Ball State University graduate in Political Science
Position on the Team | Client Service - Planning, Assist advisors in client appointments; assist with client service requests
Angi spends her time meeting with clients while assisting the advisors in keeping diligent notes and follow up actions. She is the first point of contact for many of our clients, working with them in opening new accounts and handling many of the requests our clients ask of us.
Out of the Office | Active in community outreach, wife and mother of two amazing kids
Angi is one to the most positive people our firm has come across. There are few things she enjoys more than building relationships and truly learning about not only our clients but members of her community.
Taylor Jenkinson, Para-Planner
Qualifications | Graduate of Purdue University in Financial Counseling and Planning
Position on the Team | Para-Planner - Assist advisors in client appointments; responds to client service requests; assist in estate planning projects.
Out of the Office | A member of Clear River Church where he serves as a Sunday Morning Coordinator and a Wednesday night Small Group Leader.
Taylor truly has a passion for helping the firm's clients and enjoys developing a deeper understanding of estate planning.
Mary Stacey, Communications Coordinator
Qualifications | Communications specialist
Position on the Team | Mary produces our weekly Market Carver and Retirement Bodyguard newsletters, makes sure our communications are timely and consistent and helps coordinate our client events. She also works directly with major media outlets to schedule our appearances.
Mary demonstrates amazing work ethic and attention to detail as she communicates the Financial Enhancement Group's message in a clear and consistent manner.