ELAINE E. BEDEL, CFP® PROFESSIONAL DATA

PERSONAL FINANCIAL PLANNING EXPERIENCE
• Over 35 years in the Financial Services Industry.
• Over thirty years providing fee-only Financial Planning and
Investment Management for executives, professionals, and entrepreneurs.
• Wealth Management Services include fee-only comprehensive financial plan preparation and active investment management.

CAREER HISTORY CORPORATE APPOINTMENTS
• Bedel Financial Consulting, Inc., President and Owner.
Wealth Management firm working with individuals and families to achieve financial security and lifetime goals.
• Coopers & Lybrand, Director of Personal Financial Planning. Managed,
marketed and provided a fee-only financial planning service for individuals.
• Indiana National Bank, Vice President and Trust Officer.
Developed the financial planning service and managed the Department which included the personal financial planning service, retirement service, business valuation and closely-held company analysis.
• Current Member of Board of Directors of Symphony Bancorp
• Current Member of Board of Directors of Symphony Bank

GOVERNMENT APPOINTMENTS
• Appointed Director of the Department of Metropolitan
Development for the City of Indianapolis by Mayor Stephen Goldsmith. Served in that capacity from August 1, 1994, through December 31, 1995.
• Appointed to the Marion County Convention and Recreation
Facilities Authority by Mayor Stephen Goldsmith. Approved all financing arrangements for convention and recreation facilities. Served 1993-1994.
PROFESSIONAL RECOGNITION
• Recognized in Wealth Manager ranking of “50 Distinguished Women in Wealth Management”, published by Wealth Manager, May 2008.
• Recognized in Wealth Manager ranking of America’s top wealth managers, published by Wealth Manager, July/August 2006 and 2007.
• Recognized as one of The Nation’s Most Exclusive 100 Wealth Advisors,
by Worth Robb Report, January 2004.
• Consistently named to the National Top Financial Advisors list published by
Worth Magazine, 1994 to 2004.
• Recognized as a “Mover and Shaker” in the financial planning profession
By Financial Planning Magazine in January 2003.
• Featured as one of the 100 Great Financial Planners from Coast to Coast,
Published by Mutual Funds Magazine, October 2001/September 2002.
• Featured as one of the 150 Best Financial Advisors for Doctors,
Medical Economics, December 2006. Also included on previous list in July 1998 and August 2000, December 2002, and December 2004.
• Named to the list of Bloomberg’s Top Wealth Managers, Bloomberg Wealth Manager, July/August 2002, 2003, 2004 and 2005.

PROFESSIONAL RECOGNITION – continued
• Alumni Achievement Award in the field of Finance, Hanover College,
May 1999.
• Recognized as one of three Women in the Lead finalists presented by Network of Women in Business and the Indianapolis Business Journal in June 2002.
• Named to the list of Influential Women in Indianapolis as published in the
Indianapolis Business Journal and the Indiana Lawyer, June 1998.
• Named Business Woman of the Year for 1994 by the Network of
Women in Business.
• Listed in the Business segment of Great Expectations – Men and Women
Under 40 Building a Better Indianapolis, Indianapolis Magazine, April 1985.