At Financial Planning Consultants, we work as a “team.” Several of our staff members will be in contact with you at some time during the planning process. Listed below are the names of our staff and how each might be of assistance to you.
Mark Dahlenburg – President & CEO of FPC and Registered Principal of RJFS
Mark is primarily a fee-based financial planner and is the founder, President and CEO of Financial Planning Consultants, Inc., a registered investment advisory firm incorporated in 1994. His main responsibility is for the complete oversight of the firm and to decide the direction and types of business we will do in the future. Mark also serves as the Registered Principal and Branch Manager of Raymond James Financial Services, Inc. in Lafayette and Indianapolis.
Mark personally advises clients on their investment management* and financial planning needs. He is your team leader and financial coach. He will focus on your “big picture” and will develop a plan to assist you in achieving your financial goals. He makes all investment recommendations. Whether Mark is working with business owners, professionals, or other high net worth individuals, all of his clients have one thing in common: the desire to pursue their goals and dreams and to have an experienced professional help them to make smart financial decisions.
His areas of expertise include investment portfolio design and management, risk management, retirement planning, and overall comprehensive financial planning. Mark believes the educated client is our best client, and he continues to teach financial planning and investment courses for corporations and is an instructor for CPE credits for the Indiana CPA® community as well as CLE credits for the legal profession.
Since 1983, Mark has been providing clients with comprehensive wealth management solutions. He possesses the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College, Life Underwriter Training Council Fellow (LUTCF), Registered Financial Consultant (RFC), Accredited Investment Fiduciary (AIF®) and Professional Plan Consultant (PPC). Mark is a General Securities Principal (Series 24 license), an Registered Representative (Series 7 license), a Municipal Fund Securities Limited Principal (Series 51 license) in addition to Life & Health and Property & Casualty Insurance Licensed.
Mark is a member of the Society of Financial Service Professionals, The Financial Planning Association, National Association of Estate Planners, The National Association of Insurance and Financial Advisors, The Lafayette Association of Insurance and Financial Advisors, Institute of Consumer Financial Education, International Association of Registered Financial Consultants, Investment Management Consultants Association, The Indiana CPA®
Society, and The Society for Human Resource Management.
Mark and his wife, Trish, have two children and five grandchildren. He enjoys golfing, traveling, attending his grandchildren’s events and spending time with his family.
David Lumley - Director of Fixed Income of FPC and Portfolio Manager
David is our Director of Fixed Income and Portfolio Manager of Financial Planning Consultants, Inc. as well as a CFA® and CFP® of Raymond James. He is responsible for client relationships, overseeing the fixed income department and assisting with equity research. This includes evaluating the client’s current financial position and recommending strategies for investment management.
Working closely with Mark, David assists with analyzing market research and developing investment strategies as well as all things fixed income. He also actively manages client portfolios and conducts client reviews.
David graduated from Purdue University with a dual bachelor’s degree in Industrial Management and German Language and Literature. He has been in the finance industry since 1985. David holds the professional designation of Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®**).
David and his wife, Paulette, live in Indianapolis.
You can contact David by email at email@example.com.
Don Penn – Vice President of FPC and Financial Planning & Retirement Plan Analyst
Don is our Financial Planning and Retirement Plan Analyst of Financial Planning Consultants, Inc. He assists with preparing clients’ comprehensive financial plans and annual plan reviews. This includes evaluating the client’s current financial position and recommending strategies for investment management, tax planning, estate planning, risk management and reviewing results regularly to evaluate the client’s progress toward meeting individual financial goals. Don educates clients on financial planning principles, investment philosophy, portfolio strategies and market views. He also advises and supports our corporate clients on their retirement plan and employee benefit needs.
Whether working with our individual or business clients, Don works closely with Mark to make sure all the details of client plans are carried out and implemented. By utilizing a team approach, you can be assured that someone is always available to assist you with your needs. In addition, he may touch base with you periodically to make sure FPC service is not only meeting your expectations, but exceeding them! Feel free to contact Don when Mark is unavailable, or anytime when “problem-solving” is required.
In 2000, Don graduated from the University of Notre Dame with a Bachelor of Business Administration with double majors in Finance and Computer Applications. Upon graduation, Don was a Financial Consultant at a CPA®
firm in Indianapolis until joining our firm in 2004. He is currently a Raymond James Registered Representative (Series 7 license) and Certified Financial Planner (CFP®**). Don also holds the professional designations of Registered Financial Consultant (RFC) and Professional Plan Consultant (PPC) in addition to being Life and Health Insurance Licensed. He is a member of The Financial Planning Association.
Don and his wife, Carolyn, have two sons, Owen and Parker. He enjoys spending time with friends and family, traveling, camping and most things outdoors.
Tim Uihlein – Financial Advisor
Tim is a Financial Advisor with Financial Planning Consultants, Inc. He aims to prepare his clients for their futures by first acknowledging that one’s financial investment needs demand clear communication. With the mindset that each client is unique, Tim aims to provide comprehensive financial plans and annual plan reviews based on their individual goals. He believes that understanding the beliefs, lifestyle, and goals of his clients will aid in building a strong, bright, and comfortable future alongside them.
His personal client philosophy is derived from his many educational experiences. Upon graduating from the University of Richmond in 2003, with a BA in Economics, Spanish, and International Studies, he began teaching. After obtaining his teaching license in 2003, he worked as a teacher for three years. In this, Tim began to see new ways his instructional and education backgrounds could benefit others. He entered the finance industry and earned his license in 2006, and began to cultivate his working knowledge of the field. Both his educational and working experiences gave weight to his new interests in the area of Behavioral Finance. It is this area that Tim earned an MBA from DePaul University - Charles H. Kellstadt Graduate School of Business in 2012. Currently, Tim is a Raymond James Registered Representative (Series 7 license), a Registered Investment Advisor Representative (Series 66 license), and has his CERTIFIED FINANCIAL PLANNER™ (CFP®**) designation.
Tim and his wife, Megan, along with their son, Max, recently moved from Chicago to Indianapolis. In his free time, he enjoys watching football, being outdoors and traveling.
You can contact Tim by email at firstname.lastname@example.org.
Susan Hamelman – Office Manager
As the key liaison between our clients, Financial Planning Consultants, Inc., and Raymond James Financial Services, Inc., Susan provides direct technical support by executing and recording all transactions on behalf of the client. She also works as a liaison between clients and advisors to ensure clients’ needs are addressed fully and promptly. Susan generates and manages all the paperwork required to process distributions from an account, transfer accounts, open new accounts, place trades and set up online access. She is also managing our internal portfolio reporting service, which has helped us to develop a simpler, more effective reporting system for clients.
Susan plays an integral role in making sure the company operates smoothly and efficiently. She is responsible for the operations of the firm including the Human Resources department, technology, facilities management, and supervisory duties over our administrative staff.
In addition to her administrative duties, she is very active in coordinating meetings, interacting with clients, associates, and other professionals. Susan started full-time with FPC in 2002 after obtaining her Associate Degree in Business Administration from Indiana Business College.
Susan and her husband, Chris, have four children, Kayla, Grant, Evan and Leah. She enjoys traveling, scrapbooking and spending time with family and friends.
Áine O'Donnell – Client Service Associate
Áine’s duties include a combination of administrative, operational and compliance functions. As part of the support staff, she schedules client reviews, processes client paperwork, manages social media and assists in the financial planning process. If you need to schedule an appointment, she is ready to assist you!
After moving from Ireland at an early age, she was raised in Berne before attending Purdue where she obtained her Bachelor Degree in Economics from the Krannert School of Management. Prior to joining FPC in 2016, she was a central scheduler and office manager. Áine enjoys spending time with her family and friends, as well as traveling and watching/playing tennis.
You can contact Áine by email at email@example.com.
Carla Snodgrass – Administrative Assistant
Carla works closely with Susan by supporting the office with miscellaneous administrative responsibilities. Her other duties include organizing and maintaining client files, correspondence, and other records. Carla also assists management on a multitude of special projects. She has been with the firm since 2005.
Greeting you in person when you walk in the door or responding to your phone call, Carla is ready to help you!
Carla loves music! She enjoys playing the piano and singing. Carla also likes spending time with family and friends, watching movies and researching genealogy.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.