Our Investment Professionals

Craig Dunn

Professional Licenses: Series 7, Series 63, Series 24 (Registered Principal), Life Insurance and Health Insurance. CSA, Certified Senior Advisor (Completed National examination on Senior issues such as Social Security, Medicaid, Medicare, Alzheimer's Disease, Senior Residential Options and several more) Certified Fund Specialist.

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: 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.

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

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

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: 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 Bersbach. Grandchildren: Montana, Bo and Justus Olander

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: 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

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

Family:  2 sons.  Ben age 17 and Cory age 14

Personal Interests:  Reading, IU sports, and participating in my sons' activities

Jeff Kemp

Professional Licenses: FINRA, Series7, and Series 63 Experience: Registered Representative since 1996 Business & Accounting facilitator, Indiana Wesleyan University

Education: B.S. Business Administration, Indiana Wesleyan University, 1992 MBA, Indiana Wesleyan University, 1995

Civic Involvement: Transmission Builders FCU (Former Supervisory Committee Member) Consumer Electronics FCU (Former Chairman Supervisory Committee) First Baptist Church, Greentown (Former Trustee) Church Youth Group Leader Flood Relief '97 (Local Director)

Family: Married to Cindy Kemp. Children Kari, Kasey and Kaylee.

Personal Interests: Meeting People and Helping Others.

Personal Statement: "I enjoy improving the quality of life of those I come in contact with".

Larry Embling

Professional licenses: Series 6, 63, Life and Health Insurance, certified Indiana Partnership Long Term Care Specialist, Life Underwriter Training Fellow.

Experience:  Registered Representative since 1985; Served as Vice President Union Bank, Kokomo, IN from 1987 to 1988; Vice President 1st Source Bank, South Bend, IN from 1988 to 1990; Investment Advisor with Connecticut Mutual Insurance, South Bend IN from 1990 to 1995; Benefit Specialist with Cohn-Golden Insurance, South Bend, IN from 1995 to 2001; Risk Management Specialist with Healy Group, South Bend, IN from 2001 to September 2007; Registered Rep with Liberty Financial, Kokomo, IN from September 2007 to present.

Education: Bachelor of Arts, Central College, Pella, IA; Master of Education from Loyola University, Chicago, IL.

Civic Involvement:  Past President of Pella, IA Kiwanis Club, Kokomo and South Bend Chamber of Commerce Ambassador, Past President of Greater Northern Indiana Health Underwriters, We Care, and member of Oakbrook Community Church, Kokomo, IN.

Family: Married to Cheri Embling.  Children: Charles, Russell and Vanessa Embling, Chad Robbie and Tyler Warnock, and one grandchild, Alyssa Faith Warnock.

Personal Interests:  Biking, tennis, travel, guitar, woodworking, photography, and Golf.

Personal Statement: All my working life I have thoroughly enjoyed helping people, whether it be building a deck, finding a good health plan, or helping them make better financial decisions regarding retirement.