Our Investment Professionals

 

Craig Dunn

Professional Licenses: Series 7, Series 63, Series 24 (Registered Principal), Life Insurance and Health Insurance. 

Dunn at desk 1

Experience: Registered Representative since 1982. 1998 Recipient of the President's Award of Excellence. Member of Putnam Gold Scale Board of Directors, Member of Franklin Funds Kite and Key Club, Member of American Funds All-American Club.

Education: Ball State University, 1975 B.S. in Management and Finance

Civic Involvement Past and Present: We Care, Inc., Bona Vista Programs, Inc., Habitat For Humanity, President: Ball State University College of Business Board, Ball State Alumni Association, Sons of the Union Veterans, Cardinal Executive Organization, Howard County Drug Summit, Indiana Historical Society Awards Committee, Howard County Hall of Fame, Chairman Howard County Republican Party.

Family: Married with four children.

Personal Interests: The Civil War. Has written and published two books on the Civil War. Coordinates a website dedicated to Indiana in the Civil War. Guest lectures in the Mid-West on the Civil War.

Personal Statement: My greatest enjoyment in being an investment representative comes from helping families reach important financial goals such as retirement or financing a college education. I particularly enjoy helping Seniors enrich their retirement years.

William E. Bersbach

Bersbach

Professional Licenses: FINRA Series 7, Series 63, Life Insurance and Health Insurance. Property and Causality Insurance.

Experience: Registered Representative Since 1993 Bank Senior Vice-President 1968-1993 (Union Bank/Society Bank/Key Bank)

Education: Western High School 1965 Indiana University-Kokomo 1969 Math and Business Major, University of Wisconsin-Madison, Graduate School of Banking 1979-1981, University of Indianapolis, Commercial Credit School, 1991 University of Oklahoma, National Consumer Credit School, 1976 American Institute of Banking 1975-1981.

Civic Involvement Past and Present: United Way (Campaign Chairman and Board), Junior Achievement (President), Bona Vista Programs, Inc. (Chairman of Board), Chamber of Commerce (Chairman of Board), Kokomo High School (Key Communication Task Force), Indiana University of Kokomo (Economic Growth Task Force), PAL (Board Member), Grissom AFB Community Council (President), Indiana Bank Marketing Association (Treasurer), Hoosier Celebration (Treasurer), Kokomo Country Club (President), Howard County Sports Hall of Fame (Vice President/Treasurer).

Family: Married to Marilyn Bersbach. Children: April M. Olander, Billy and Kate Bersbach, Lindsay and Taylor Phillips, Mac and Jessy Jeffs. Grandchildren: Montana, Bo and Justice Olander, Paxen and Cannon Phillips, Decklin Jeffs. 

Bersbach

Personal Interests: Sports, Weightlifting, Jogging, Golf, Travel

Personal Statement: “I greatly enjoy the personal relationships I have developed with my clients. I enjoy being involved in helping them reach their financial goals”.

Denise Stover

Denise Stover Professional Licenses: FINRA Series 6, Series 63. Life Insurance and Health Insurance. Experience: Registered Representative since 1986. Elizabeth Foster Award, American Funds All-American Club. Franklin Funds Kite and Key Club.

Education: Purdue University, 1980 B.A. Public Relations/Business.

Civic Involvement Past and Present: Big Brothers/Big Sisters (Past Board Member), Women’s Business council (Board Member), Salvation Army (Board Member), Positive Results Therapies (Advisory Board Member).

Family: Married to David Stover.

Children: Ryne, Jacob, Ty

Stover at desk

Personal Interests: Spending quality time with my family and traveling.

Personal Statement: My greatest enjoyment as a Financial Consultant is meeting new people and sharing in their joy of financial success.

Roger D. Yeoman

 

Professional Licenses:  Series 6, Series 63, Life Insurance, Health Insurance, and Long-term Care Insurance

Experience:  Registered Representative since 1982.  Worked with Mutual of Omaha since 1985.

Education:  Indiana University 1981.  B.S. in Marketing and Advertising

Civic Involvement Past and Present: "Out of  the Darkness Overnight" twenty mile walk for the American Foundation for Suicide Prevention.

Family: Sons, Ben and Cory.

Personal Interests:  Going to Concerts, Plays, Traveling

 

Anna M. Owens

 

 

 

 

 

 

 

Professional Licenses: Series 7, Series 63, Life, Accident and Health, Variable

Life and Annuity.

Experience: Client Service Representative since 2007

Education: Taylor High School 1995; Indiana University - Kokomo 2008

Volunteer: Operation Christmas Child, Community Relations Team Member; Howard County 4-H Club Leader

Family: Married to Greg Owens

Children: Hailey & C.J.

Personal Interests: Certified Pyro-technician. Enjoy camping with my family. Reading. Music. Being involved in the kids activities.