Wealth Management & Financial Planning

Wealth Management & Financial Planning

Jana Hargett

Jana Hargett ParaPlanner Music index 9, Humor index 2 Myers Briggs: ISFJ – The Defender My dad used to say when something went wrong and it helped me see the perspective on the situation.  “If that is the worst thing that happens to you today, then you are having a pretty good day.” Experience Interests […]

Mindie Elsten

Mindie Elsten Account Specialist Huge people person with a 10 on the music and humor scale. Myers Briggs: ESFJ – The Provider “It don’t always be like that, but sometimes it do.” Experience Interests Family Contact Experience I came to Financial Enhancement Group with over 7 years of administrative and customer service experience. I now […]

Paul Karshner

Paul Karshner Financial Advisor People person and big music fan. Myers Briggs: ESTJ – The Supervisor “Knowing is not enough; We must apply. Wishing is not enough; We must do.” -Johann Wolfgang Von Goethe Experience Interests Family Contact Experience I have been in the financial industry for the past 9 years. I started working with […]

Renee Jones

Renee Jones Compliance Officer People person with an 8 on the humor index. Myers Briggs: ENFJ – The Teacher “Success is liking yourself, liking what you do, and liking how you do it.” Maya Angelou Experience Interests Family Contact Experience Graduated from Anderson University with a B.A. in Business Management with a focus in Finance. […]

Richard Middleton

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Ron Owens

Ron Owens Billing Coordinator Geek index 8, Humor index 4 Myers Briggs: ISTJ – The Advocate “Happiness isn’t by chance it is by choice.” Experience Interests Family Contact Experience 25+ years IT Management supporting HP clients around the globe and a B.S. in Management Information Systems from Ball State University. Interests Family and Sports Family […]

Stacy McNeal

Stacy McNeal Account Processor 6 on the artistic scale Myers Briggs: ISFJ – The Protector Experience Interests Family Contact Experience -I had been in the banking industry for nearly 15 years with a gap in between to have and raise a family.-Served in our local church in Pendleton IN until moving in 2017.-I’ve spent more […]

Vicky Mellady

Vicky Mellady Firm Administrator Introvert with a great sense of humor. Myers Briggs: ISFJ – The Protector  “The foundational elements of a happy life are very simple: respect, service, value and love. Comparatively, everything else is froth.” ― Richie Norton Experience Interests Family Contact Experience I started my career as an Administrative Assistant greater 30+ […]

Zach Unger

Zach Unger Paraplanner Bit of an introvert and extrovert with a 7 in the geek index. Myers Briggs: ESFJ – The Provider “In the middle of difficulty lies opportunity” -Albert Einstein Experience Interests Family Contact Experience Ironically, my most notable credentials come outside of the finance industry. I have a Bachelor’s in Exercise Science and […]

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