“If everyone is moving forward together, then success takes care of itself”
– Henry Ford
Our Team
Mychal Eagleson, CFP®, AIF®, ChSNC®
President & Senior 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 profession 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 national Board Member of the Financial Planing Association, beginning in 2025.
- Past President & Chariman of the Financial Planning Association of Greater Indiana, served on the Board from 2016-2024.
- Past member of the OneFPA Advisory Council Executive Committee, served from 2022-2024
- Named one of Indy's Most Pivotal Leaders - 2022 Cohort
Personal
- Resides: Indianapolis, IN
- Wife: Emily - Special Education Teacher Extraordinaire
- Children: 2 amazing sons
- Fur Kid: Maddie (Dog)
- Interests: Staying active by chasing kids 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).
