Leadership Team
Helping People and Companies Thrive Through Empowered Financial Solutions
2002 – Bachelor of Science: Consumer Financial Counseling and Planning, Purdue University
2007 – Accredited Investment Fiduciary® designation, Fi360 (now Broadridge)
1987 – Bachelor of Science: Consumer Financial Counseling and Planning, Purdue University
1992 – Bachelor of Science: Corporate Financial Management, Ball State University
1995 – Doctor of Law (J.D.), Indiana University Robert H. McKinney School of Law
• Served for 20 years in the U.S. Army Reserve, Judge Advocate Generals Corps.
• Member of the Indiana State Bar Association
2012 – Bachelor of Science: Accounting and Finance, Marian University
2015 – Accredited Investment Fiduciary® designation, Fi360 (now Broadridge)
2017 – Certified Plan Fiduciary Advisor® designation, National Association of Plan Advisors
2021 – Environmental, Social, and Governance 401(k) certificate, National Association of Plan Advisors
2007 – Bachelor of Science: Mathematics, University of Notre Dame
2009 – Qualified 401(k) Administrator® credential, American Society of Pension Professionals & Actuaries Association
2010 – Qualified Pension Administrator credential, American Society of Pension Professionals & Actuaries Association
2011 – Certified Pension Consultant credential, American Society of Pension Professionals & Actuaries Association
Dave Burnett
1999 – Bachelor of Science: Finance, Indiana University – Kelley School of Business
2002 – Master of Professional Accountancy, Taxation, Indiana University – Kelley School of Business
1997 – Bachelor of Science: Accounting, Indiana University Kelley School of Business
2008 – CERTIFIED FINANCIAL PLANNER™ certification, College for Financial Planning
1998 – Bachelor of Arts: Business, Hanover College
2005 – Master of Business Administration, Webster University
2008 – Accredited Asset Management SpecialistSM designation, College for Financial Planning
2009 – Accredited Wealth Management AdvisorTM designation, College for Financial Planning
2012 – Executive Certificate: Financial Planning, Bellarmine University
2013 – Certified Income SpecialistTM designation, Institute of Business & Finance
2013 – CERTIFIED FINANCIAL PLANNER™ certification, College for Financial Planning
2014 – Certified Fund Specialist® designation, Institute of Business & Finance
2015 – Accredited Investment Fiduciary® designation, Fi360 (now Broadridge)
2016 – Certified Annuity Specialist® designation, Institute of Business & Finance
2017 – Certified Estate and Trust SpecialistTM designation, Institute of Business & Finance
2018 – Certified Tax SpecialistTM designation, Institute of Business & Finance
2022 – Master of Science: Financial Services, Institute of Business & Finance
2017 – Accredited Investment Fiduciary® designation, Fi360 (now Broadridge)
2016 – Bachelor of Science: Applied Sciences, Indiana University
2012 – Bachelor of Science: Accounting and Business/Management, Neumann University
2021 – Accredited Investment Fiduciary® designation, Fi360 (now Broadridge)
2006 – Bachelor of Science: Marketing, French – Butler University Lacy School of Business
2014 – Qualified 401(k) Administrator credential, American Society of Pension Professionals & Actuaries Association
2018 – Tax-Exempt & Governmental Plan Consultant credential, American Society of Pension Professionals & Actuaries Association
2018 – Certified Health Savings Adviser designation, Access Point HSA
2021 – Qualified 401(k) Consultant credential, American Society of Pension Professionals & Actuaries Association
