Meet Your Team!
Financial Enhancement Group practices comprehensive financial planning and is an independent Registered Investment Advisory firm with five offices in Indiana and an office in Woodstock, GA. Our partners envisioned a firm that was family-focused, fully transparent, and rooted in Midwestern values.
When working with Financial Enhancement Group you receive the confidence in having a seasoned, knowledgeable, and friendly team working for you. While each member of our staff brings a unique skill set to our firm; a common thread that runs throughout the company is the passion to help others and seeing our families reach their goals.
Partners
Credentials: 29 years in the financial services industry, Certified Financial Planner, and former Adjunct Assistant Professor at Purdue University.
Favorite Movie or TV Show: Madam Secretary and Hunt for Red October
Favorite Game: History Timeline
My Role: Joe works with clients and helps them plan their financial journey, going through our trademarked Family Focus® process. He also creates and distributes the majority of the communications to the families we serve including our weekly radio show, newspaper column, and Market Carver newsletter. It’s his job to establish our strategy and direction as well as help the management team run a process-driven firm. He is also actively engaged in the financial planning team and investment team.
Best Part of My Job: Joe enjoys taking complex topics and situations and providing common sense understanding that helps families feel confident in their future.
Hobbies & Interests: Golf, hiking, and cooking
Volunteer & Philanthropy: Joe and his wife Barbara attend Northview Church Anderson Campus. Joe serves on the Integrated Missions Committee for ST. Vincent’s Anderson and is the Director of Governmental Relations for the Indianapolis chapter for the FPA (Financial Planning Association)
Total introvert with a 9 on the humor index.
Myers Briggs: ISTJ, The Inspector
“So suck it up and tough it out and be the best you can.” -John Mellencamp
About Adam’s career and position at FEG:
Adam Harter, CFA is a Partner and the Chief Investment Officer at Financial Enhancement Group, LLC – an SEC Registered Investment Advisory (RIA) firm headquartered in central Indiana. He has been with FEG since 2001. As CIO, he oversees the firm’s asset management department and manages portfolios of individual equities and ETFs. Additionally, he serves as a financial advisor. He is a member of the CFA Society of Indianapolis and has been a CFA Charterholder since 2009. Adam and his wife, Andrea, have been married for 18 years and reside in central Indiana with their two sons. In his spare time, you would likely find him golfing, reading, or taking in sports. He holds a BA in Economics from Indiana University.
Interests: Golfing, Reading and Sports
Family: A lovely wife of nearly 18 years and two boys. One dog, one cat. That’s the maximum for me in each one of those categories.
Geek index 9, Humor index 8
Myers Briggs: ISTJ – The Logistician
“So suck it up and tough it out and be the best you can.” -John Mellencamp
About Don's career and position at FEG:
I started working in the public accounting field in 1982 for a CPA firm. My passion had always been taxation so in 1989 I took and passed an examination offered by the Treasury Department and became an Enrolled Agent. In 1990 I purchased my own small public accounting firm which had about 400 clients. Over the next 7 years, I grew the firm to over 2000 clients. In 1997 Joe Clark and I decided to join forces and start the Financial Enhancement Group. Overall of those years I have held every position and done every job. In 2010 I passed the Securities Principal Examination and currently serve as the Chief Compliance Officer.
Hobbies & Interests: Golfing, Reading and Sports
Family: The proud father of three children, Adria, Chantz, and Zaria. And I am the Grandfather of 4 adorable little girls.
Vicky serves as a Partner and Firm Administrator with Financial Enhancement Group (FEG) and has been a team member since 2014. She plays an integral part in the success of FEG by working closely with the leadership team and Partners on firm wide policy setting, problem solving, and decision making. Vicky is involved in all phases of administration, personnel, finances, and facilities. With her 30 years of administrative experience, Vicky is responsible for the day-to-day operations of the team. This includes internal accounting functions and procedures, payroll services, and Human Resources. Her primary responsibility is recruiting, hiring, and retaining team members who exhibit FEG core values and providing them with continual training and growth opportunities. She also oversees the coordination of team benefits, the administrative team, office/building maintenance, and relationships with outside contractors and vendors. Vicky is a member of the Society for Human Resource Management (SHRM). Vicky and her husband, Shawn, have four children and four grandchildren and cherish the time spent with family and friends. Vicky’s family is a lover of dogs. This includes Apollo and Artemis (blonde mastiff/terrier mix siblings), a beagle named Mylo, and a pom-chi named Ru.
10 on the humor scale and a big fan of sports.
Myers Briggs: ENFJ – The Protagonist
“Nobody cares how much you know until they know how much you care.” Theodore Roosevelt
About Taylor's career and position at FEG:
My family has owned and operated an insurance agency specializing in property and casualty insurance since 1931. I learned what it meant to take care of people as a young boy when I watched my grandfather do this for the people he worked with. As I saw him help his clients time and time again I knew I wanted help people for a living as well. I was able to start my career in our insurance agency as a licensed Property & Casualty and Life & Health insurance agent.
Interests: My faith. My family. Watching and playing sports.
Family: My wife, Rachel and I got married on May 17, 2014 in Lafayette, IN where we lived at the time. We moved to Gainesville, FL in 2016. On June 3, 2017 our first daughter, Hannah Mae was born, on August 1, 2018 our second daughter, Cora was born and on March 6, 2021 our third daughter Oaklee was born.
Myers Briggs: ESFP – The Performer
About Aaron's career and position at FEG:
My career choice to become a financial advisor came at a young age. My attraction to the financial services industry began because I had the blessing of watching my Uncle Mark create a successful career by taking care of people and their finances. This profession seemed very rewarding to me so I decided in high school that this would be the career that I would pursue.
Built into my core is a servant-driven heart, a strong work ethic, a passion for my faith, and a love for my family and friends. I have been married to my wife, Jessica, for 14 years and together for 18 years. Jess has a doctorate in Physical Therapy and spends her time working with students in the Frankfort school system who have disabilities. We have three beautiful daughters, Isabella, Ellison, and Allegra. And of course, our dog, Millie, who is a Vizsla but honestly, we think she might be a human trapped in a dog’s body.
Because of my heart and faith, I decided to attain the Certified Kingdom Advisor designation. This designation allows me to confidently integrate my professional expertise and biblically wise counsel in my financial advising role. I also am working towards receiving my Certified Financial Planner (CFP) credential to better serve my clients.
I enjoy helping people in many facets of their life. Something I came up with is the Fives of Life. The Fives of Life are Faith, Family, Fitness, Friends and Finances. I firmly believe that maintaining a healthy relationship with these five essentials of life is crucial in living a full and happy life. As a financial advisor, my number one goal is to serve my clients in the best way I can. Sharing my experiences and my knowledge over these five essentials of life is important to me.
As a financial advisor, I get the opportunity to serve people every day. So, if you are looking for a driven and hardworking financial advisor to serve you and your family, I would love to take the time to meet with you to see how I can best serve your needs.
Introvert with a great sense of humor.
Myers Briggs: ESFP – The Protector
“The foundational elements of a happy life are very simple: respect, service, value, and love. Comparatively, everything else is froth.” ― Richie Norton.
About Vicky's career and position at FEG:
My career started in an administrative role greater than 30 years ago. I loved to type (120 wpm), enjoyed organizing, was pretty good at planning things, and loved being behind-the-scenes. As our Firm Administrator, I am involved in many things, including employee and labor relations, on-boarding new team members, as well as the health and safety of our team. I also coordinate and direct the administrative functions of our organization, manage vendor relationships and accounts payable.
Interests: I thoroughly enjoy repurposing or restoring old furniture. Home improvement projects with my husband are also a fave of mine. I love DIY.
Family: Shawn and I have four children: Meghan is our firstborn child (lives in Lafayette), and she and her fiancé Tommy are engaged to be married in 2022. They have given us five grandchildren Enzo, Devon, Aubree, Makennna, and Emmett. Andy is our second born, and he lives in Battle Ground. Makenzie is our third-born child, and she lives in Otterbein. Jon is our youngest, and he lives in Battle Ground as well. He and his fiancé Tori are getting married in November this year.
Fairly crafty with a love for the outdoors.
Myers Briggs: ESFP – The Protector
“The foundational elements of a happy life are very simple: respect, service, value, and love. Comparatively, everything else is froth.” ― Richie Norton.
About Stacy’s career and position at FEG:
-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.
-Currently considering myself fortunate to be able to work remotely as an Account Processor at FEG. Although I am not in the office to see our families face to face, I still feel a personal connection and want to do my best for them.
Interests: Crocheting and spending time outdoors.
Family: After 27 years of marriage, my husband and I are enjoying a new expanding family. Our two sons are both married and starting families of their own and have blessed us with 4 grandchildren so far. Our youngest daughter is pursuing her career in restaurant management and looking forward to her future.
The Team
A people person with a 9 on the humor index.
Myers Briggs: ESFP – The Commander
“If you want to go fast, go alone. If you want to go far, go together.” -African Proverb
About Alicia's career and position at FEG:
I came to Financial Enhancement Group with over 10 years of experience in administrative and customer service experience from the Medical Field. During my time in the medical field, I found my passion for working with members of the community. I enjoy helping people reach their goals no matter what that goal may be. It has been truly rewarding helping our families get to enjoy the benefits of their years of hard work. Family/Friends and teamwork are a big influence in my life and I hope to foster that same type of relationship with my colleagues and the families we serve at Financial Enhancement Group.
Interests: I enjoy spending time with my family and friends. This includes watching my children participate in their favorite sports: Football, Softball, Volleyball, and Basketball. We enjoy weekends away camping at the lake with our friends.
Family: I am married to my husband Chris and between the two of us we have three beautiful children.
Fairly introverted with a big sense of humor.
“Seek Heaven and you will get earth ‘thrown in,’ aim at earth and you will get neither.” – CS Lewis
About Andrew's career and position at FEG:
I am the Portfolio Manager at The Financial Enhancement Group, constructing and managing client investment portfolios. I specialize in technical analysis, with a focus on market timing, sector rotation strategies, stock selection, and risk management. I have a degree from Purdue University in Financial Counseling and Planning and earned the Chartered Market Technician (CMT) designation.
I am the recipient of the 2017 Charles H. Dow Award given by the CMT Association for my research on equity market volatility.
My analysis has been referenced in pieces written for The Wall Street Journal, MarketWatch, Barron’s, Bloomberg, Fox Business, Yahoo! Finance, CNBC, U.S. News, TD Ameritrade Network, and Opto.
Interests: Traveling, cooking, and fitness.
Family: I have a wife, Abby and a dog, Brooke.
Geek index: 9, Pop Culture index: 10
Myers Briggs: ISTJ – The Commander
“The most wasted of days is one without laughter.”
About Chris's career and position at FEG:
I graduated from Purdue University in Financial Counseling and Planning with a minor in Communications. After I graduated I worked for Purdue Federal Credit Union for 5 years filling in a variety of roles in the front office, as well as the back office.
Interests: Listening to music, sports, food, craft beers, and reading.
Family: My family consists of my wife, three sons, and a dog.
9 on the geek index, with a 7 on the humor index
Myers Briggs: ISTJ – The Protector
“Better to remain silent and thought a fool than to speak out and remove all doubt.” – Abraham Lincoln
About Daren's career and position at FEG:
My professional experience is mostly in the classroom and on the baseball field. I spent 12 years teaching and coaching baseball in the Greenfield-Central and Knightstown school districts before transitioning into my current role as a financial advisor. I have a Series 65 securities license and currently serve as an associate advisor.
Interests: History, Golf, Baseball Glove Re-Lacing, and Restoration.
Family: My beautiful wife of nearly 6 years is Morgan. We have 3 children: Bridger, Elliott, and Wesley
Credentials: Graduate of the Barrett School of Banking and holds Series 7,63 and 66 licenses. I also hold my Life, Accident and Health Insurance license as well.
Favorite Movie: All of the Marvel Series
My Role: I am blessed with the opportunity to help families achieve goals they may not have known they can reach. Working with the hard earned funds that our families have put away for their future is a huge responsibility. It’s my job to listen first and ask questions second, to understand what is important to those who have entrusted us with those assets, and to help clients meet their financial goals while understanding the options and strategies available to them.
Best Part of My Job:
The best part of my job are the smiles, friendly handshakes and hugs I get each time I meet with our clients; because I know I’ve done the best I can to help them see their financial future and creating a path to keep them headed in the right direction.
Interests: I love to work in my shop, whether it’s building an engine or making something out of wood. My family also likes to go camping, boating, and riding in my sandrail.
Volunteer & Philanthropy: Twenty years on the Community Schools of Frankfort Board of Education, I serve on many boards of my local church as well as a past local United Way Board President and Campaign Chairman.
A bit of an introvert with a 9 on the humor index.
Myers Briggs: ISTJ – The Protector
“I don’t want to survive. I want to live.”
About Dusty's career and position at FEG:
BA in Accounting from Indiana Wesleyan University.
Interests: Sports, gaming, reading and spending time with the family.
Family: I have three children and five grandchildren.
A people person with a 9 on the humor index.
Myers Briggs: ISTJ – The Performer
“Life doesn’t happen to you, it happens for you.”
About Grant's career and position at FEG:
Those four words seemed to echo in the career counselor’s room, as he delivered the verdict from my 300 to 400 question behavior/career assessment. I sat frozen, hoping that my stillness would offset some of the “Averageness”. My career horizon was looking dark, and my gut was preparing for his next words to be, “You would make a great used car salesman or traveling birthday party clown.”
I will never forget my mother’s face as she stared at him in silence. I couldn’t tell if she was frustrated, or if she had a stroke over the news that the last 18 years of rearing a child amounted to “Average”.
Leaving the counselor’s office no better than when we arrived, left a knot in my stomach. I had desperately hoped this counselor’s service would help shed light on the dim career path that lay before me. At that moment I was a failed med school hopeful, who met his doctoral demise at the hands of Chemistry. Having no backup plan, I was terrified and rudderless.
After sitting in silence, for what felt like ages, on our drive home, I turned to my mother and jokingly asked, “So what surprised you most about the test?” I was hoping my change in demeanor would soften her stoic exterior. And after taking a moment, she calmly said two simple words…“Character and Integrity.”
She continued with, “Son I learned today that a test can’t quantify a gentle heart, a listening ear, ferocious work ethic, a dedicated friend, or an honest soul.” She added, “I gather that test didn’t ask you how many nights you worked until 1 am, to help ensure there was food on the table at the worst time of our lives financially. Or how after that shift you often would turn right around for a required 5:00 a.m. workout session for whatever sport you were playing at the time. I also don’t think that test could rate how gentle and caring, you care for the needs of others. And I don’t believe that the test knows how you sacrificially give of yourself when often there seems like there is nothing left to give.” She finished with, “Grant, you are one of the most kind, committed young men I have ever known.”
I sat speechlessly. Those had been the kindest words I had heard from her in weeks. Sure a mother is biased, but who knows you better than your mom?
With my mother’s words echoing in my head, I began re-working my way through the career categories outlined in my assessment. It was when I reached a financial planner, I paused. At a young age, I learned money involved trust. And I knew that the foundation of trust was built on everything outlined in that faithful commute home.
Whether through divine intervention, or blind luck, it just so happened that the University I was attending had one of the only Financial Planning schools in the midwest. So after a few calls and more research, my “average” experiences lead to me making one of my best college decisions, graduating from Purdue University’s Financial Planning School.
Fast-forwarding a few years, I now get the chance to serve so many families with Character and Integrity. Helping many realize financial independence and freedom.
With many more years on my horizon, I look forward to the continual application of my mother’s wisdom from that day. So if you want a dedicated, honest planner to serve your family with integrity. I would love to meet you and hear your story.
Interests: Cooking, Hiking/Camping, Exercise Science, Rugby, Team Development and a good Cigar.
Experience: Graduate of Purdue University with a degree in Financial Planning and Counseling. I am an Accredited Investment Fiduciary (AIF(R)) and working to acquire my CFP.
Family: I am married to an amazing woman and have two small dogs.
Movie index: 9, Artistic index 1.
Myers Briggs: ISTJ – The Composer
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”
About Jamie's career and position at FEG:
I graduated with a Bachelor of Science Degree in Financial Counseling and Planning with a minor in Organizational Leadership Skills from Purdue University in 2014. Since I have passed the Series 6, 7, 65, and 66 FINRA Exams as well as Life and Health and Long-Term Care. I am currently working to get my Certified Financial Planner credentials.
Interests: Being a mom and wife takes up most of my time outside of work. As a family, we enjoy having campfires, going to church, and snuggling up for a movie night.
Family: My husband, Chad, is a Journeyman Lineman for Warren County REMC. He is one of the hardest workers I know. I have two beautiful daughters, Jaylyn and Hazel, and a son named Gentry. They bring so much light to our family.
Music index 9, Humor index 2
Myers Briggs: ISTJ – 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.”
About Jana's career and position at FEG:
I graduated from Anderson University with a degree in Family Science and Psychology. Before coming to FEG, I spent over 20 years working in various areas of financial services and legal support. I like helping our families organize and simplify their finances so they can spend time doing the things they enjoy.
Interests: Our entire family is very involved with our church, New Life Christian Fellowship. We also enjoy following our son’s music and sports that he participates in.
Family: I am married to Mark and we have one son, Cody. We also have one very hyper boxer named Jazzy.
Extrovert and big jokester.
“Things work out best for those who make the best of how things work out.” -John Wooden
About Michael's career and position at FEG:
I have been in the Financial Services industry for 4 years and have learned a lot during that time. I currently hold my FINRA Series 7 and 66 licenses and am working toward completing my Certified Financial Planner (CFP) designation.
Interests: Sports, Racing, Spending time with my children, Snow Skiing, and Shooting Sports
Family: I have been married to my wonderful wife Amanda for 10 years. She works in nursing administration at IU Health Methodist Hospital. We have 2 adorable children, Jackson (3) and Charlotte (10mo). I am so excited to see them grow up and teach them about everything. I also have a golden retriever Maggie who is a giant goober. She is somehow simultaneously very smart and very dumb.
A people person with a 10 on the music and humor scale.
Myers Briggs: ISTJ – The Provider
“It don’t always be like that, but sometimes it do.”
About Mindie's career and position at FEG:
I came to Financial Enhancement Group with over 7 years of administrative and customer service experience. I now have over 3 years of experience in the financial industry with FEG and am excited for many more to come with all of our wonderful families.
Interests: I enjoy spending time with my family more than anything. Before working at FEG I was a stay-at-home mom for two years so I cherish every evening with my daughter. I also enjoy getting together with friends and spending time outdoors.
Family: I am married to my husband Andy and we have a 6-year-old daughter, Skylar.
A people person and a big music fan.
Myers Briggs: ISTJ – The Supervisor
“Knowing is not enough; We must apply. Wishing is not enough; We must do.” -Johann Wolfgang Von Goethe
About Paul’s career and position at FEG:
I have been in the financial industry for the past 9 years. I started working with US Bank, where I was a private banker and branch manager in San Franscisco. I have worked with Financial Enhancement Group for the last 3 years as a Financial Advisor. I have my security license, series 6, 63, and 65\. I also have a license in life insurance.
Interests: Family, Friends, Community, Finance, Sports, and Cooking.
Family: I am married to the love of my life Lizzie. We have a 1-year-old Labordoodle named Rivi, and are expecting our first child, a baby girl in August 2020.
A people person with an 8 on the humor index.
Myers Briggs: ISTJ – The Teacher
“Success is liking yourself, liking what you do, and liking how you do it.” Maya Angelou
About Renee’s career and position at FEG:
Graduated from Anderson University with a B.A. in Business Management with a focus in Finance. Work for over 20 years in the mortgage industry before coming to Financial Enhancement Group in 2012. Since joining FEG I have enjoyed working in both processing and compliance departments and most recently having passed the Series 65 exam have become a Compliance Officer.
Interests: Watching just about any sport, especially football. I am interested mostly in finding opportunities to spend more time with my friends and family.
Family: I am a very proud momma of two adult sons, Alex and his wife Julie live in Wisconsin and Max in Colorado. I am also blessed to have a few close friends that are my family as well.
Credentials I am a Registered Investment Advisor Representative and have been in the insurance industry since 1998. I am also a member of Ed Slott’s Elite IRA Advisor Group.
Favorite Movie or TV Show: The Quiet Man, The Princess Bride, and The Blacklist Favorite Game: Any game my granddaughters would like to play.
My Role: It’s my responsibility to meet with families and help them create a plan that best fits their financial journey.
Best Part of My Job: I truly enjoy getting to meet new people and helping them become comfortable with their finances while implementing strategies that meet their needs.
Hobbies & Interests: Bundesliga Futbol, watching NFL games, camping, and diving.
Volunteer & Philanthropy: I enjoy coaching youth soccer.
Geek index 8, Humor index 4
Myers Briggs: ISTJ – The Advocate
“Happiness isn’t by chance it is by choice.”
About Ron’s career and position at FEG:
25+ years of 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: I have been happily married for 31 years to my wife, Colleen. We have a son and two daughters. We also have been blessed with 7 wonderful Grandchildren.
College Education/Credentials: Bachelor’s Degree in Finance with a concentration in investments from Anderson University.
What is your favorite(s) movie and/or tv series? Game of Thrones
What is your favorite book or podcast? Hunger Games series and Dan Carlin’s Hardcore History
What do you like to do with your spare time, Hobbies & Interests: Love to golf and spend time with friends and family whenever I’m not working.
Do you enjoy vacationing, any special places or memories? My family went to Florida every Christmas from my 5th-grade year until I was a senior in high school. I always enjoyed that, but I want to travel around the world here in the future, like a different country every year or two. I am definitely a person who is more concerned about who than when/where I create memories.
What is your Role at FEG? Paraplanner based in the INDY office but I travel often as well And what is the best part of your job? The people I work with. I genuinely enjoy coming to work every day and working with everyone as well as the families we work with.
Why did you get into this business? I’ve always had a passion for the finance industry. I love to understand how and why things work the way they do and this field is so vast I learn something new every day.
Bit of an introvert and extrovert with a 7 in the geek index.
Myers Briggs: ISTJ – The Provider
“In the middle of difficulty lies opportunity” -Albert Einstein
About Zach's career and position at FEG:
Ironically, my most notable credentials come outside of the finance industry. I have a Bachelor’s in Exercise Science and am certified as an Exercise Physiologist. I was given an incredible opportunity here at FEG and am enjoying being able to gain experience in the finance industry. I’m currently studying to take the Series 65 Exam.
Interests: Sports & exercise, the stock market, outdoor activities like hiking, camping, and biking, Biblical and faith-based studies, and travel.
Family: I live at home with my beautiful wife, Emma. My parents, Dave and Tawnya, and brother, Garrett, make up the rest of our immediate family on my side. Our immediate family on her side includes her parents, Don and Jodie, three sisters, Shelby, Riley, and Faith, and brother-in-law, Eli, who is married to Shelby.
A people person with a 9 on the humor index.
Myers Briggs: ISTJ – The Provider
“Be somebody who makes everybody feel like somebody.”
About Zaria's career and position at FEG:
Bachelors degree in Finance with a concentration in Financial Planning.
Interests: In my free time, I love spending time with friends and family. With going to concerts, dancing around, taking weekend trips to Nashville, and going on vacations to anywhere with a beach.
Family: I am engaged and will be getting married next September and have a cat named Topaz.