Quite simply, helping people. There are four languages that are not taught to everyone in school. Those are the languages of finance, tax, insurance, and legal. In the world of financial planning, we not only speak all four but understand how they all work together. We are extremely passionate about educating our clients. In the end, what brings us joy is counting the number of thank you notes we receive from clients thanking us for providing them with the comfort in knowing they will be okay, the clarity of knowing they have done the right thing, and the confidence to focus freely on what they choose. Thank you notes from clients are one way that I know we are successfully helping them and making a difference in their lives. I have been collecting thank you notes since I was a paperboy in the early 80's and have boxes full of them.
The people on our team and the clients that we serve. We have been extremely fortunate to pull together an amazing team of people. I feel lucky and blessed to work with each of them every day. In addition, there is not one client that I am not excited to talk to, whether it is about their financial or personal life.
Anything that has to do with helping children and people in need. There were so many people in my life who offered a helping hand, a lift up, an encouraging word, an insightful message, or sage words of advice. I believe everyone needs and deserves the same type of positivity to help them flourish. No one truly is self-made. I love to support organizations and people who spread hope, help, and a belief in oneself that anything is possible.
I like to spend time on the lake, enjoy my time with family - my wife, Christina, and our six children: Rachel, Grant, Gavin, Garrett, Ethan, and Ella. I enjoy working on projects around the house, listening to music, reading business-related books, golf, tinkering with cars, and volunteering in the community.
I am a proficient rollerblader, decent ballroom dancer, and I can still pull off a few Michael Jackson dance moves. My favorite arcade game is Galaga, and my favorite cars are the Panoz AIV Roadster, Shelby Cobra, Lotus Emira, and Honda CRX.
From an early age, I was interested in money and investing. My Dad talked with me about the stock market and we would track the stocks he owned in the newspaper on the weekends. When I was a senior in high school, I had the opportunity to take a personal finance class at a local college. I really enjoyed it and knew from that point, I wanted to become a financial planner. I was very lucky to get connected with John Hurlow and start an internship with the firm during my sophomore year of college. I was even more lucky that he offered me a full-time job after graduation. I’ve been here ever since!
I love being a part of a team that cares so much about our clients and each other. We are all 100% focused on our mission of providing our clients with clarity, confidence and comfort. Everyone on the team has great respect for each other, a passion for continuous learning, and cares deeply about providing our clients with great service and advice.
I’m very passionate about promoting financial literacy in our community. I believe that all children would benefit from learning more real-life skills, such as how to deal with money, from an early age. I’ve been involved with Junior Achievement of Central Indiana for many years, serving as a board member and volunteer. Junior Achievement’s mission is to empower children to own their future success through hands-on learning opportunities that promote financial literacy, entrepreneurship, and work-readiness.
When I’m not at work, I love spending time with my wife Katie, our children Beau and June, and our dog Reese. I also enjoy traveling, watching/ attending Indy-car races, driving on my racing simulator, and building things/ working around the house.
I studied and worked abroad in Sydney, Australia during my junior year of college.
After having been a personal client of a commission-based financial advisor, I soon recognized the difference between the “suitability standard” offered by brokers and the “client best interest standard” offered by fiduciaries. It became my mission to become a fiduciary advisor, providing objective and comprehensive financial advice with no inherent conflict of interest, no commissions, and no kickbacks. Every client deserves that.
At Hurlow Wealth Management Group, we take our jobs seriously; there is a lot at stake, and our clients have put a lot of trust in our ability to care for them. Although this responsibility can at times be stressful, we never allow that to keep us from having fun at the same time. There are always plenty of laughs, terrible movie quotes, and opportunities to share experiences with other team members.
Animal welfare is important to me. My wife and I volunteer several times each week at our local humane society where we care for the shelter pets awaiting a new home. We regularly foster dogs, cats, and kittens as well – in addition to our permanent menagerie of dogs, cats, lizards, snakes, and fish.
Away from the office, I like to maintain an active lifestyle, spending most of my free time in the gym, running, kayaking, fishing, or hiking the trails of southern Indiana. I have two sons, Mack and Isaac, who at times can be fun to hang out with.
I am a two-time Ironman triathlon finisher, and my wife, Karrie, and I aspire to run a marathon on each continent.
Well, I am obsessed with spreadsheets and enjoy getting to know people. It may be corny to say, but I love how from time to time I can make a big, positive difference for someone.
Every person here has a sense of humor but takes their jobs very seriously.
Hyper-local charities, as well as larger charities that have made a difference for people I know.
My wife and I enjoy spending time with our three kids, hiking or camping around lakes or woods nearby, play board games, watching a movie, or enjoying other people’s boats 😉. Rachel and I love when we have a quiet morning free to take a breakfast date. I don’t mind watching a Formula 1 race, either.
I have a music degree and play the oboe. My brother and I were in a couple of small-town, local commercials as children.
To help people. Personal finance is complicated, and there are people in the industry who provide more confusion with opaque fees and fancy finance language. My goal is to sift through the various complexities of a client’s financial situation to provide clarity, confidence, and comfort.
The people I work with. John and Mike have built a great team of helpful, knowledgeable, and personable people who are all dedicated to providing the best advice and service to our clients.
Financial literacy among young adults and under-served individuals and families.
I love to stay active. In the summer I love going to the lake and wake-boarding; in the winter I love snowboarding and very excited to start planning a trip out west to be able to get on real snow on real mountains. If weather does not permit those activities, I enjoy reading and the NFL RedZone channel.
Although I am an Indiana University graduate, I can still be seen cheering for Purdue sports. I blame my grandpa and dad for that.
I accidentally chose to work in the financial services industry. After graduating from college with an English degree, I applied to work for a lawyer who was also a syndicated writer and author. She also happened to be the owner of a boutique RIA, similar to the Hurlow Wealth Management Group. I knew very little about money management when I started, but the longer I worked there, the more I wanted to know. Also, the better investor I became at managing my own money.
My passion for financial education grew with my own curiosity. I realize now that learning to manage money is not scary or hard, but it does take effort and planning to reach my goals.
While I may have accidentally chosen to work in the industry, I have intentionally chosen to learn as much as I can and share that knowledge with as many people as possible. While I did not know that I wanted to be a Financial Advisor until later in life, I realize that my journey has prepared me well for this position.
The leadership at Hurlow has set up a strong foundation to support and guide the team to carry out our client-centered mission. I chose Hurlow because I recognized that this firm holds itself to the highest standard of care, to provide clear guidance as a fiduciary and to ensure clients feel confident and comfortable with advice and service they receive.
I also share the same passion for continuous learning and looking forward to completing my next certification. I feel encouraged that my pursuit of knowledge is appreciated and supported.
I am passionate about education. Ronald Reagan once said, “If America is to offer greater economic opportunity to her citizens, if she’s to defend our freedom, democracy, and keep the peace, then our children will need wisdom, courage, and strength — virtues beyond their reach without education.” As children we learn the basics, but education does not stop at childhood. We live in a world that is constantly changing and evolving, so we must be lifelong learners.
When someone is willing to work hard to learn something new, anything is possible. With knowledge we gain the ability to change our world for the better.
I now use my passion for education and knowledge about investing to teach personal finance through my writing and presentations to corporations and community organizations.
In the winter, I enjoy playing and designing board games. I have loved game nights since I was a little kid. My three sons, Jon-Luc, Nicholas and Liam are willing to play most of the time. They humor me.
Come spring, I can't wait to have fun outside riding bikes, walking, jogging, playing tennis, watching baseball, and getting out on the water.
I also look for opportunities to volunteer within the community. In Connecticut, I served on the board of the Junior League of Greenwich, started the Entrepreneurial Society of Stamford, and taught Sunday School.
I created a card game for kids called The Game of Mixed Emotions. I funded the development of the game through a Kickstarter project.
In short to help people. Growing up money was always tight and a tough topic in the household so I knew early that I wanted to help others not have a similar experience. This being said I wanted to do it in an environment where I could truly work in the best interest of the client where it didn’t involve selling any products or investments.
The individuals that make up this team. The people on this team take their jobs very seriously and are extremely knowledgeable. We each have our own strengths that we are able to contribute but in the end our goal is the same to deliver the most value to our clients.
Educating young adults about financial literacy.
I am one who loves to keep active. I can usually be found multiple days a week in the gym lifting. When I am not there I enjoy venturing the outdoors with my dog Chewy at nearby parks or hiking trails. I am a competitor at heart so I never turn down a chance to play a pick up game or a round of golf.
I am a huge Ohio State football fan.
I feel like my profession chose me. I have many years of banking in my background. While working in the bookkeeping department of a bank operation center and in banking centers, I found a love for customer service and back office operational tasks. I was looking for a change from banking, however I wasn’t sure exactly what my next adventure was going to be when I receive a phone call from an advisor at Hurlow Wealth Management Group to see if I wanted to come in for an interview. I believe I am perfectly suited for my position here at Hurlow. I enjoy helping clients take care of their service-related needs.
From day one, everyone on the team has been very supportive and compassionate. Hurlow is my home away from home. As we continue to grow, our Hurlow family grows. I cherish the friendships I have built my co-workers.
I have three dogs; two that were my husband’s fur babies that I inherited when we started dating and one is a rescue I found on the side of the road. Someone had clearly abused and her left out to fend for herself. I strongly believe if people are wanting to add a dog or cat to their family, they should go to the animal shelter. So many fur babies are looking for a new home at the local animal shelter. Like Bob Barker always said before signing off The Price is Right, “help control the pet population — have your pets spayed or neutered!"
Outside of work I love being with my family and friends. I have the most adorable toddler who keeps me busy most of the time I’m not at work! My husband and I enjoy going to IU football and basketball games. HOO HOO HOOSIERS! We also like going to concerts and traveling when we have the chance.
I enjoy decorating cakes!
A dear friend of mine, Laura, kept trying to convince me to work alongside her. We had worked together previously, and it feels just like old times!
The many personalities of our team. The people are funny, smart, and compassionate. They make going to work so fun!
I am passionate about finding a cure for cancer!
I love camping, spending time with my family, especially my grandson.
I'm terrified of heights, but loved when I went parasailing in the Caribbean.
I worked in marketing for many years and decided that it was time for a change. An opportunity came along that allowed me to come and work with Hurlow Wealth Management Group and I jumped at the chance. I love working with clients and learning about the finance industry. I feel this was a great move for me and I could not be happier with the move.
Our team. I work with great group of people who take their jobs seriously and genuinely care about the financial well-being of our clients.
My youngest son had a kidney transplant, so I am passionate about talking to people about COTA (Children’s Organ Transplant Association) and how they help families with a child facing a transplant. I am also a supporter of Riley Hospital for Children. They have helped my son and so many other children.
I love to spend time with my family. We are avid IU fans and look forward to IU football and tailgating in the fall and basketball in the winter. Go Hoosiers! I also enjoy working in my flower beds.
I make the most amazing peanut butter fudge
I loved the subject of finance and working with students.
I enjoy having the opportunity to learn from John and his team. As an academic, having a way to stay in touch with people working in the financial services industry and hearing about their ideas and concerns is invaluable.
I have been a volunteer with Habitat for Humanity for 35 years and have served several terms on the board of our local affiliate. Likewise, I am now serving on my 4th term as a board member for the IU Credit Union and previously served on their Supervisory Committee. Both organizations do tremendous work to make our community stronger.
I enjoy most outdoor activities, especially fishing and hiking.
Here are two. My first full-time job was working as a speech writer in the United States Senate. I graduated from Baylor in 1983, as did Mike Singletary, who came back to campus and finished while playing for the Chicago Bears. He sat next to me at graduation and crossed the stage just before me. The applause he received was so long and loud that you could barely hear my name read as I crossed the stage, an interesting lesson in perspective.
Click here to see Dr. Smart’s full Indiana University biography which includes his long list of publications, awards, experience, and academic degrees.
I love teaching and seeing students trying their best to learn complex, valuable information that will help them in their careers. Also, the articles I publish at the intersection of income tax and financial planning are always challenging puzzles that I enjoy solving.
Being a CPA for the first 5 years and an academic for the past 25 years of my career, I find that “watching from the sidelines” (as academics do) is no substitute for understanding real issues that clients have. The Hurlow team is always interested in finding solutions for how they can assist clients in reaching their goals.
Participating in the Volunteer Income Tax Assistance (VITA) program for lower-income members of the community. I’ve taught VITA volunteers for 15 years and have been a tax return preparer/reviewer for 5 years. The three years before I came to IU, I worked every Saturday during tax season at a VITA site in Ferguson, Missouri. Now I prepare and review tax returns for VITA in Bloomington.
There’s nothing more enjoyable than hanging out with my wife Sheila and daughter Lilly because we all have the same sense of humor. I also love to play volleyball and tennis. I still root for all of Pittsburgh’s professional sports teams because I grew up there.
I delivered the daily newspaper in Pittsburgh from age 7 to age 18. Why so long? I did the math and determined I made a lot more money per hour than a minimum wage job.
Click here to see Dr. Geisler’s full resume which includes his long list of publications, awards, experience, service, and academic degrees.