Meet Our Team

Education has helped make me the person I am and the person I want to be. Degrees in Economics and Mathematics from Indiana University prepared me for a career in financial services and earning the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) certification has enabled me to focus on serving the financial needs of a select group of individuals, families, business owners and institutions.

 

I relish the multi-faceted role I play in my clients’ lives: As a teacher, making complex financial issues easier to understand and act upon; as a therapist, listening to understand each client’s unique situation and helping them balance their feelings and emotions about money with reason and logic; and as counselor, advocating for my clients’ financial best interests while always providing advice that is objective, unbiased, and cost-effective.  

 

After two decades of working within the confines of large financial institutions, my colleague, Chris Quackenbush, and I founded our independent Wealth Management Group giving us greater freedom to concentrate on client relationships requiring a comprehensive approach to investing and wealth management. We are there for our clients helping them navigate life’s transitions – planned or unplanned, personal, and business – allowing them to pursue joy, happiness, and purpose with greater confidence.

 

As a father of two, education is a subject close to my heart which is why one of the causes I’m involved in away from my practice is educational improvement. So much has changed since I was in the education system – curriculum, standards, teacher preparation, facilities, and parental involvement – and not all for the better. Our children are the future, and I will always do whatever I can to make those futures brighter.

My grandfather, the patriarch of our family and a successful accountant and CFO influenced countless early memories in my life. I learned of fishing, golf, IU basketball, budgeting, and more importantly how to treat people. Unfortunately, one of the best lessons learned was after his passing, I discovered that money can change people. I was firsthand witness to a complicated, lengthy, costly, and emotional estate settlement that left our family forever changed.  Had proper planning been completed during his lifetime, this uncomfortable situation could have been avoided. My hope is that with careful, collaborative, and compassionate planning, my clients will avoid the same unfortunate situation which befell my own family. This difficult situation inspired me to dedicate my career to assisting high net worth families and business owners to build, protect, manage, and transition wealth from one generation to the next.

My role within Teders Quackenbush Wealth Management Group of Wells Fargo Advisors Financial Network is relationship and investment management, portfolio construction, security research and analytics, and risk management. Whether researching investments, attending meetings with your attorney or CPA, or coordinating with your insurance professionals, I am dedicated to ensuring every aspect of your financial life is in the correct place and that all professionals are on the same page. 

I am a graduate of Indiana University, a member of Alpha Sigma Phi Fraternity and a former Little 500 competitor. My professional career began in human resources at a regional bank where I specialized in employee benefits, risk management, and accounting systems. I am certified in several professional registrations including, the series 63, 65, 7 registrations and Indiana Life, Health, Disability, Long Term Care, and Indiana partnership licenses. I hold a Fundamental Choice Portfolio Manager designation which allows me to locally manage a discretionary portfolio tailored to your investment needs, giving you professional management as well as a trusted local contact. Though our client base is primarily located in the Midwest, we manage relationships in 28 US states. 

In the community, I am a proud member of the Bloomington North Rotary where I serve as the Club and Member Services Chair on the clubs Board of Directors. I served as a past Board Chair of American Red Cross in Bloomington. I also serve on the Executive Committee and a member of the Board of Directors for the Bloomington Parks and Recreation Foundation. 

The Fundamental Choice program may not be appropriate for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account size for this program is $50,000.

Connecting with clients is one of the best parts of working with the Teders and Quackenbush Wealth Management Group of Wells Fargo Advisors Financial Network. I am responsible for client services, account operations, and practice efficiencies. Maintaining the flow of information with clients while focusing on ways to improve the unique client experience is my daily goal.

After joining the team in 2013, I received the Wells Fargo Premier Client Associate distinction award in 2014 and 2016. The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values. In 2017, I was asked to serve as the Mid-America region point of contact for the Client Associate advisory council, representing client associates throughout the Southern Indiana.

As a Hoosier native, I attended Indiana University, where I earned a Bachelor of Arts in English. Prior to joining the team, I spent 20 years in the non-profit sector. Thirteen years of which as a healthcare provider and manager and another seven years in human resource management. My previous work experience provides me with an additional perspective for our team, practice, and clients.

In my spare time, I enjoy evenings with family around our fire pit, baseball, football, camping and kayaking.