Meet Our Team

I have worked as a financial advisor for over two decades.  My associate, Chris Quackenbush, and I are the lead financial advisors for the Teders & Quackenbush Wealth Management Group of Wells Fargo Advisors Financial Network. We help select families and businesses achieve their financial goals by developing plans that build, manage, protect, and transition wealth.

Wealth management is comprehensive. It involves investments, reviewing liability management needs, risk management through the proper use of insurance, trust, estate, and fiduciary services through affiliates. Over the years we have developed relationships with many of the most respected Certified Public Accountants and legal counsel in the area. We collaboratively work with them when reviewing investment plans. Having all of our clients’ trusted advisors on the same page enables us to help our clients’ work toward their financial goals.  

Educating our clients is the essence of what I do. Using plain spoken English without fancy financial lingo is what you can expect from me and my team. We endeavor to make sure that you understand any fees you will be paying for the services we provide.   

Our wealth management team has extensive ties to the Bloomington business community. We are members of the Bloomington Chamber of Commerce and serve on various nonprofit boards throughout the community. We continuously give back to the community whether that involves time, talent, or treasure.  

I earned my Bachelor of Arts Degree with a Double Major in Economics and Mathematics from Indiana University - Bloomington in 1996. I hold the Series 7, 9, 10, 63, and 65 registrations, Indiana Life and Health Insurance License, and CFP® certification. This designation indicates that ongoing rigorous course work, testing, and continuing education takes place in the fields of Investment Planning, Risk Analysis & Insurance Planning, Retirement Planning, Employee Benefits, and Tax and Estate Planning Strategy. It signifies to public that I am held to the highest levels of integrity and ethical standards in the financial services industry. I am also the Managing Director for the Teders & Quackenbush Wealth Management Group office and am registered to conduct business in over 22 states. I have three children and have lived in the Bloomington area for over 20 years where we are active participating in our children’s education and civic activities.  

Wells Fargo Advisors Financial Network is not a legal or tax advisor. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Experience
• 2022 – Present : Teders & Quackenbush Wealth Management Group- Managing Director, Senior Financial Advisor

• 2011 - 2022 : Wells Fargo Advisors, Financial Advisor
• 2003 - 2011 : Monroe Bank, Financial Advisor
• 1999 - 2003 : Banc One Securities, Financial Advisor
• 1997 - 1999 : Banc One Financial, Loan Originator
• 1996 - 1997 : OLDE Discount, Financial Advisor

Education & Credentials
• Bachelor of Arts Double Major - Indiana University

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.