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 firstname.lastname@example.org.
Don is Vice President and a Financial Advisor of Financial Planning Consultants, Inc. He prepares clients’ comprehensive financial plans and holds 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 employee benefits. He reviews client’s results to evaluate progress toward meeting individual financial goals, and regularly educates clients on financial planning principles, portfolio strategies and market views.
In addition to working with individual clients, Don also advises business owners regarding their retirement plan needs. As a Professional Plan Consultant (PPC), Don is well versed on retirement plan design issues and has helped numerous companies establish and manage their company retirement plan.
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 FPC 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 has been a member of the Financial Planning Association (FPA) since 2011, and he currently serves on the FPA Board of Directors for the Indiana Chapter.
Don enjoys spending time with his wife, Carolyn, and two sons, Owen and Parker along with other family members and friends. Don is very active with his neighborhood and community, and currently serves on his neighborhood HOA.You can contact Don by email at email@example.com.
Tim Uihlein – Financial Consultant
Tim is a Financial Consultant with Financial Planning Consultants, Inc. He aims to prepare our 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 our 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 and her husband, Chris, have four children, Kayla, Grant, Evan and Leah. She enjoys traveling 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, Indiana 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 loves music! She enjoys playing the piano and singing. Carla also likes spending time with family and friends, watching movies and researching genealogy.
You can contact Carla by email at firstname.lastname@example.org.
**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.