If you would like us to speak at an upcoming event, feel free to reach out to discuss the event and availability.
Derek Grimmer is a fiduciary financial advisor at the Hurlow Wealth Management Group. He holds a Bachelor’s Degree from Indiana University’s Kelley School of Business, where he double-majored in Finance and Operations Management. As both a Certified Financial Planner and a Certified Plan Fiduciary Advisor, Derek brings a wealth of knowledge and practical experience to the table.
Lance Like is an Accredited Attorney with the Veteran’s Administration and a Board Certified Estate Planning and Administration Specialist based in Bloomington, Indiana. With decades of experience, Lance has helped hundreds of clients with estate and wealth transfers, asset protection, elder law, Medicaid planning, probate and trust administration, and business succession planning.
Melissa Schiff, is a Certified Public Accountant with decades of experience helping individuals and businesses optimize their tax strategies. Melissa is known for her ability to simplify complex tax concepts, provide actionable advice, and help her clients stay out of trouble with the IRS.
As the owner of F.C. Tucker Bloomington, John West brings a wealth of experience and local market knowledge to every transaction. John's commitment to excellence and client satisfaction has established him as a trusted name in the Bloomington real estate community.
In this episode, Eldon McCabe shares his focus on Financial Therapy and Advanced Financial Planning. Eldon is a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Financial Counselor, and holds his Series 65 license.