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225 Aberdeen Drive, Suite A Valparaiso, IN 46385
(219) 531-4941
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Scannell * Strategy * Service |
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Your Wealth Management Team
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Timothy M. Scannell, CPA, CFP™, President, Wealth Advisor
Education: B.S. Accountancy, University of Illinois ’84, Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ Registered Investment Representative, Series 7, 63, 65, 24, 27 and 53 NASD securities registrations
Experience: 22 1/2 years
Specialties: Corporate Cash Management, Budgeting, Comprehensive Wealth Planning, and Income Tax Planning.
Contact Info: (219) 531-4941 ext. 2, Fax (219) 477-6645, tscannell@scannellwealth.com
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Tim Scannell
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Jennifer Reed, Team Leader
Education: B.A. Economics, Indiana University ’91, Series 6 and 63 NASD securities registrations
Experience: 14 years
Specialties: Retirement Plan Operations and Administration, Client Account Specialist
Contact Info: (219) 531-4941 ext. 3, Fax (219) 477-6645, jreed@scannellwealth.com
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Jennifer Reed
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Julie Rusboldt, CPA, Chief Financial Officer
Education: B.A. Business Administration, California State University ’93, Certified Public Accountant
Experience: 16 years
Specialties: Corporate Cash Management, Budgeting, Comprehensive Wealth Planning, and Income Tax Planning.
Contact Info: (219) 531-4941 ext. 5, Fax (219) 477-6645, jrusboldt@scannellwealth.com
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Julie Rusboldt
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Elizabeth Douglas, JD, Wealth Plan Design Specialst
Education: B.A. Political Science, Miami University ’87, Juris Doctorate, Summa Cum Laude, Capital University Law School '98
Experience: 19 years
Specialties: Estate and Asset Protection Analysis, Financial Plan Design Specialist
Contact Info: (219) 531-4941 ext. 8, Fax (219) 477-6645, edouglas@scannellwealth.com
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Elizabeth Douglas
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Cheryl Gebhardt, Director of Marketing
Education: B.S. Telecommunications, Indiana University ’84, Essentials of Bank Marketing Degree, American Institute of Banking ’87
Experience: 22 years
Specialties: Marketing, P.R., Communications
Contact Info: (219) 531-4941 ext. 4, Fax (219) 477-6645, cgebhardt@scannellwealth.com
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Cheryl Gebhardt
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Phillip Ciotola, Associate Wealth Advisor
Education: B.S. Finance, Valparaiso University ’07, Series 66 and 7 NASD securities registration
Experience: 1 year, including internship
Specialties: Individualized Financial Planning, Support and Analysis, Investment and Retirement 529 Planning
Contact Info: (219) 531-4941 ext. 7, Fax (219) 477-6645, pciotola@scannellwealth.com
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Phillip Ciotola
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This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Employees or representatives acting as agents of Scannell Wealth Management may transact business in a particular state only if first registered, excluded or exempted from registration requirements. Tim Scannell and Jennifer Reed are Registered Representatives of First Heartland Capital, Inc., a registered broker/dealer based in Lake Saint Louis, Missouri. Scannell Wealth Management is not affiliated in any way with First Heartland Capital, Inc.
Copyright © 2009 Scannell Wealth Management Group
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