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                                                    Our Team

“If everyone is moving forward together, then success takes care of itself”
– Henry Ford
 
Mychal Eagleson, CFP®, AIF®, ChSNC®  Photo
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Mychal Eagleson, CFP®, AIF®, ChSNC®

President & Financial Planner

Mychal Eagleson, CFP®, AIF®, ChSNC® 

Certified Financial Planner™ Professional

Accredited Investment Fiduciary®

Chartered Special Needs Consultant™


“My definition of success is that every person I come in contact with finds a better path… that I can say something or do something that gets them thinking about where they want to go and how they want to get there. It’s the impact I hope to make on people”
– Deena Katz

Education

  • The Center for Fiduciary Studies - Fi360, Accredited Investment Fiduciary Program, 2019
  • The American College of Financial Services, Chartered Special Needs Consultant Program, 2017
  • New York University, Certificate in Financial Planning, 2013
  • Indiana Wesleyan University, Bachelor of Science – Management, 2012

Experience

  • Working in the financial services industry since 2008.
  • Prior to Teach Plan Retire, provided financial planning and investment management to clients throughout the Midwest for two Fortune 500 companies and a dedicated Private Client Group.
  • Current President of the Financial Planning Association of Greater Indiana, serving on the board of directors since 2016.
  • Member of the OneFPA Advisory Council Executive Committee on a national level.
  • Named one of Indy's Most Pivotal Leaders - Class of 2022.

Personal

  • Resides: Indianapolis, IN
  • Wife: Emily - Special Education Teacher Extraordinaire
  • Children: 1 (Grant)
  • Fur Kid: Maddie (Dog)
  • Interests: Staying active by chasing Grant around, hiking any mountain (or large hill) that's available, and watching Star Wars.
  • Causes I Support: Eagle Creek Park Foundation, Keep Indianapolis Beautiful, Gleaners Food Bank, WFYI Public Media, Central Indiana Community Foundation, and the Indiana Blood Center (working on my 9 gallon donor pin now).


Tom Farrer, CFP®, CRPC® Photo
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Tom Farrer, CFP®, CRPC®

Financial Planner

Tom Farrer, CFP®, CRPC®

Certified Financial Planner™ Professional

Chartered Retirement Planning Counselor - CRPC®


“In looking for people to hire, look for three qualities: integrity, intelligence and energy.  And if they don’t have the first, the other two will kill you.”

– Warren Buffett

Education

  • The College of Financial Planning, CFP® Certification Education Program, 2019
  • The College of Financial Planning, Chartered Retirement Planning Counselor, CRPC®  Education Program, 2019
  • Krannert Graduate School of Management, Purdue University, Masters in Industrial Administration, 1988
  • University of Notre Dame, Bachelor of Science – Electrical Engineering, 1984

Experience

  • Working in the financial services industry since 2013.
  • Prior to Teach Plan Retire, served on the executive leadership team for the largest pension plan in Indiana (Indiana Public Retirement System, INPRS). 

Personal

  • Resides: Carmel, IN
  • Wife: Cindy - Vice President Global Supply Management for a Fortune 500 company.
  • Family: Awesome!... Four daughters, two sons-in-laws, and three grandsons
  • Interests: Physical fitness, taking walks around the lake, spending time with family, volunteering, and of course, financial wellness.
  • Causes I Support: Shepherd’s Center of Hamilton County, Habitat for Humanity, The Julian Center, Unbound, and the United Way.
C. Rick Skinner, CFP®, EA, AIF®  Photo
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C. Rick Skinner, CFP®, EA, AIF®

Financial Planner

**Rick works specifically with AEL Wealth Management Clients**

*Please see the AEL Wealth Management page within Our Services*


C. Rick Skinner, CFP®, EA, AIF® 

Certified Financial Planner™ Professional


“In investment management, the real opportunity to achieve superior results is not in scrambling to outperform the market, but in establishing and adhering to appropriate investment policies over the long term – policies that position the portfolio to benefit from riding with the main long-term forces in the market.”

-Charles D. Ellis, CFA   

Education

  • International Business College, Associate Degree in Professional Accounting 1975.
  • College of Financial Planning, CFP® Certification Education Program,1987
  • Certificate of Enrollment to Practice before the Internal Revenue Service, 2004
  • The Center for Fiduciary Studies, Fi360 Accredited Investment Fiduciary Program, 2009

Experience

  • AEL Wealth Management: 01/01/2022 - Present.
  • Watermark Wealth Management: 07/15/2013 - 12/31/2021.
  • Summit CPA Group, LLC: - 03/2011 - 06/2013.
  • Skinner Financial Services, Inc: 03/2002 -02/2011.
  • Investment Advisors of Indianapolis: 2001 - 2002.
  • Axia Advisory Corporation: 1999 -2001.
  • My favorite aspect of my job is serving people and helping them to achieve their financial goals and objectives.  I enjoy developing long lasting relationships, which often turn into long lasting friendships.

Personal

  • Resides: Noblesville, IN
  • Spouse: Roxie (Converse) Skinner
David Gourley, ​CSLP® Photo
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David Gourley, ​CSLP®

Financial Planner

David Gourley, CSLP® 

Certified Student Loan Professional


“One thing that I know for sure is the small, seemingly insignificant daily habits, performed over a long period of time can truly make the difference.”

– Darren Hardy

Education

  • The American College of Financial Services, Certificate in Financial Planning, 2022
  • Arkansas State University, Education Specialist in Administration, 2017
  • Arkansas State University, Master’s in Education, Building Leadership, 2016
  • University of Missouri – St. Louis, Teaching Certificate, Mathematics Minor, 2012
  • Missouri State University – Bachelor’s of Science, Finance, 2008

Experience

  • Have worked in the financial services industry since 2020.
  • High school math teacher in Kansas City, MO for 8 years 2012-2020.
    • Geometry and Algebra II

Personal

  • Resides: Kansas City, MO
  • Wife: Calla – High School Spanish Teacher
  • Children: Geneva and Graham
  • Fur Kid: Peri (Dog) – Named after Salvador Perez (KC Royals baseball player)
  • Interests: Walks, playgrounds with the kids, working out, swimming
  • Causes I Support: St. Jude Children’s Research Hospital, Ronald McDonald House Charities
Tina Molnar Photo
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Tina Molnar

Director of Operations

Tina Molnar

Director of Operations


“It's not enough to have lived. We should be determined to live for something. May I suggest that it be creating joy for others, sharing what we have for the betterment of personkind, bringing hope to the lost and love to the lonely.”

-Leo Buscaglia

Experience

  • Prior to joining Teach Plan Retire, Tina served various organizations providing administrative and organizational support in their front offices.

Personal

  • Resides: Indianapolis, IN
  • Husband: David - Paralegal
  • Children: 2 (Jace & Damien)
  • Interests: Camping, hiking, generally anything to do with nature, reading - various genres, and spending time with friends and family