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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 Chairman 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).


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
Sarah Sepulveda, CFP® Photo
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Sarah Sepulveda, CFP®

Financial Planner

Sarah Sepulveda, CFP®

Certified Financial Planner™ Professional


“When your values are clear to you, making decisions becomes easier”

– Roy E. Disney

Education

  • Residency Program
  • Bryant University, Certificate in Financial Planning, 2022
  • St. Olaf College, Bachelor of Arts in Economics with Minors in Management & Statistics, 2015

Experience

  • Working in the financial services industry since 2018
  • Prior to joining the financial services industry, worked in arts & nonprofit administration positions.

Personal

  • Resides: Salem, OR
  • Husband: Peter - High School Choir & Cultural Music Teacher
  • Fur Kids: Nanuk (Samoyed) & Brody (Goldendoodle)
  • Interests: Hiking, traveling, singing, attending the performing arts, reading, finding great food and drink places, building relationships, budgeting, helping others define their values/priorities to inform and build financial wellness.
  • Causes I Support: McKay High School Performing Arts (volunteer), Boys & Girls Club, Young Life, Marion Polk Food Share.
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
Kaylee Bjarnason Photo
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Kaylee Bjarnason

Associate Financial Planner

Kaylee Bjarnason

“Understand that the right to choose your own path is a sacred privilege. Use it. Dwell in possibility." 
–Oprah Winfrey

Education

  • University of Redlands, Bachelor of Science - Business Administration, 2022
  • Chaffey College, Associate of Science - Business Administration, 2020
  • Chaffey College, Associate of Arts - Economics, 2020

Experience

  • Teach Plan Retire & AEL Wealth Management, 2023 - Present
  • One Pacific Financial Strategies, 2022 - 2023

Personal

  • Resides: Rancho Cucamonga, CA
  • Spouse: Geo
  • Children: 1 (Elliana)
  • Fur Kid: Kimi & Nanami (Cats)
  • Interests: Crystals and spirituality, beach days, painting & drawing, arts & crafting, travelling (most frequently to Canada, her home and native land), and most importantly - quality family time.