Brad Michels MBA, CFP, QPFC

Throughout his time in the financial services industry starting in 1994, Brad has helped his individual, family and corporate clients develop and implement financial plans designed to achieve their personal and business financial goals and objectives.  His particular areas of expertise are Individual Financial Plans and Employer Retirement Plans.  

Brad earned his Bachelor of Business Administration (BBA) degree at the University of Kentucky in 1991; his Masters in Business Administration (MBA) from Webster University in 1996; his Certified Financial Planner (CFP®) certification from the American College in 2006; and Qualified Plan Financial Consultant (QPFC) credential in 2010. He is a member of the Financial Planning Association and has served as a past President of the local chapter.

In his local community, Brad has been active with Habitat for Humanity and Holy Family Parish, where he serves on the Finance and other committees in support of Holy Family School and Parish.  He was also awarded the Army Achievement medal for time spent overseas during the Persian Gulf War / Desert Storm, where he served as a Military Policeman, Supply Specialist, and Company Armorer.

In his spare time, Brad enjoys family time, fishing, hunting and golf. He resides in Floyds Knobs, Indiana with his wife, Beth, and their daughter. 

Robert J. Cole, Jr., CFP (R), CLU, ChFC, CASL

Robert Cole has  been in the financial services industry since 1972.  He has appeared on both radio and television as a recognized leader in the financial planning field.  He has taught courses in financial planning, taxation, and economics.  He has been recognized by Money magazine as one of the top 200 financial planners in the United States.

Awarded the Chartered Life Underwriter (CLU) designation from The American College, Mr. Cole also holds the Chartered Financial Consultant (ChFC) designation as well as the Chartered Advisor for Senior Living (CASL) designation.  In addition, he was granted the CERTIFIED FINANCIAL PLANNERTM  certification by the International Board of Standards & Practices for Certified Financial Planners, Inc. (IBCFP), and holds a Life and Health Consultant’s license for the Commonwealth of Kentucky.

He has served on the boards of several professional organizations as both a member and as an officer.  These organizations include the Kentucky Association of Insurance and Financial Advisors, the American Society of Financial Service Professionals (Lexington and Louisville Chapters), the International Association for Financial Planning (Kentuckiana Chapter) and the Financial Planning Association (FPA).

 

Certified Financial Planner Board of Standards, Inc., owns the certification marks CFP (R), CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.