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, Investment Advisor Representative, and an Adjunct Assistant Professor at Purdue University
Position on the Team | Co-founder, Managing partner, and Lead advisor
Day-to-Day| Big Joe meets with families to discuss their financial planning needs as well as tax strategies for those planning for retirement, he leads the investment committee and helps drive the macro strategy for the firm’s investment strategies.
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.”
Adam Harter, CFA
Qualifications | CFA charter holder, Registered Representative, Investment Advisor Representative, and a graduate of Indiana University in Economics
Position on the Team | Partner and Chief Investment Strategist
Day-to-Day | Adam coordinates the firm’s investment research procedures, 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 | Enrolled Agent with the United States Treasury, Registered Financial Consultant, and a graduate of the International Business College in Accounting
Position on the Team | Co-founder & Principal, Partner, Branch Manager, and Chief Compliance Officer
Day-to-Day | Oversees the compliance division of the firm, insuring trading activity and reporting documents are kept within the requirements set by the Securities and Exchange Commission.
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.
Position on the Team | Partner and Business Manager
Day-to-Day | 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 and is responsible for billing, executing and determining the operational budget, and implementing new changes to technology and processing.
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, and a graduate of Purdue University in Financial Counseling and Plannin
Position on the Team | Investment Analyst
Day-to-Day | Manages client assets alongside Adam Harter, performs trades on more than 25 platforms, monitors risk management metrics, updates the firm’s proprietary economic models, and specializes in technical analysis for holdings within the portfolios.
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.”
Jack Harter, Financial Consultant
Qualifications | 23 years of business and banking experience and a graduate of Indiana University in Business Finance
Position on the Team | Financial Consultant
Day-to-Day| Meets with families to plan for a successful financial future, serves as a member of the marketing team and is a regular contributor to the firm’s weekly financial radio show.
Out of the Office | Has served on the board of 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; Leadership Academy of Madison County.
Position on the Team | Financial Advisor
Day-to-Day| Dean meets with families to discuss their current investments as well as follow up regarding changes to their personal finances, using his extensive banking experience Dean is able to walk clients through the details of their retirement plan and answer any questions they may have.
Dean uses his extensive financial background to work with clients in planning their financial future.
Ron Owens, Customer Service
Position on the Team | Customer Service
Day-to-Day | Ron is our technical guru. With over 25 years of experience in the technical field, Ron understands the internal workings of many of our systems and works to be sure they are all working smoothly and kept up-to-date. He is a graduate of Ball State University with a degree in Management Information Systems.
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
Position on the Team | Processor
Day-to-Day | Renee plays an integral role in our back office by creating and monitoring the paperwork for new accounts and maintaining relationships with third-party vendors. She diligently processes all service requests and helps answer the day-to-day questions for clients. Renee is a graduate of Anderson University with a degree in Business Management. She also has over 15 years experience as a Processing Manager for a large financial firm.
“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."
Position on the Team | Para-planner
Day-to-Day| Michelle assists the advisors in client appointments in our Indianapolis office. With her Financial Planning and Counseling degree from Purdue, Michelle acts as the eyes and the ears in client appointments to make sure nothing is missed and insure thorough follow up.
Michelle brings a great energy to the team along with her passion to help our clients achieve their goals.
Position on the Team | Senior Para-planner
Day-to-Day | Having been with the firm for over 10 years, April assists the advisors in client appointments and financial planning in our Lafayette office. Balancing her time between appointments, service requests, and any other client needs, April has been able to build strong relationships with many of FEG’s clients, making each feel as if they are part of her own family.
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.
Position on the Team | Para-planner
Day-to-Day | Angi assists the advisors in client appointments in our Anderson and Indianapolis offices. She is the first point of contact for many of our clients, working with them in opening new accounts and handling many of their requests. She is a Ball State University graduate and has more than 10 years of experience in client services.
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.
Position on the Team | Para-Planner
Day-to-Day | Taylor assists the advisors in client appointments and helps with client services requests in our Lafayette office. With his Financial Planning and Counseling degree from Purdue, Taylor uses his academic background to work with clients concerning certain financial planning tasks.
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
Position on the Team | Communications Coordinator
Day-to-Day | Maryproduces the firm’s weekly Market Carver, Elements InFocus, as well as the weekly radio show. It’s her job to makes sure our communications are timely and consistent.
Mary demonstrates amazing work ethic and attention to detail as she communicates the Financial Enhancement Group's message in a clear and consistent manner.