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.

**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® 

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

James Serrano, CFP®

Certified Financial Planner™ Professional

Chartered Financial Analyst - Level 1 Exam Completed

“I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

–Dr. Maya Angelou

Education

• Georgia Institute of Technology, Masters in Sustainable Energy and Environmental Management, 2022
• The College for Financial Planning, CFP® Certification Program, 2019
• Indiana University - Bloomington, Bachelor of Science – Finance, 2018

Experience

• Working in the financial services industry since 2018.
• Prior to An Exceptional Life Financial, provided financial planning and investment management to clients at Charles Schwab 
• Served as President of the Public Policy Graduate Student Association from 2021-2022
• Former Public Relations and Social Media Director of the Financial Planning Association of Greater Indiana, serving on the board of directors from 2018-2019
• Founder and former President of the Financial Planning Association student chapter at Indiana University from 2017-2018

Personal

• Resides: Atlanta, GA
• Wife: Regina – Full Stack Web Developer
• Fur Kid: Lionel (Cat)
• Interests: Playing semi-professional soccer, hiking or camping with Regina, cooking, board game nights with friends, promoting sustainable waste management techniques, and spending time with family 
• Causes I Support: Care About Climate, Keep Cobb Beautiful, Potros Futbol Club, American Red Cross, Drawdown Georgia, and Environmental Defense Fund

Tina Molnar

Practice Manager

“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: 1 (Jace)
• Fur-child: Xenozbah
• Interests: Camping, hiking, generally anything to do with nature, reading - various genres, and spending time with friends and family

Kingston Hollman, MBA*

Masters in Business Administration

“There are no secrets to success. It is the result of preparation, hard work, and learning from failure.”

– Colin Powell

Education

• Elmhurst University, Masters in Business Administration, 2013
• Elmhurst University, Bachelor of Science – Finance, 2008

Experience

• Served Honorably in the U.S. Air Force from 2000 - 2004.
• Working in the financial services industry since 2008.
• Prior to Teach Plan Retire, provided regulatory compliance services to over 1,200 Registered Investment Advisors, and 2,000 investment advisors. 
• Owner and Managing Member of Just Compliance, a regulatory compliance firm.

Personal

• Resides: St. Paul, MN
• Wife: Kamieshalah - HealthCare billing extroadinare
• Children: 4 (Daizja, Kameil, Trinity, Liam)
• Interests: Family, Golf, and Travel
• Causes I Support: Family, Shiloh Missionary Baptist Church, and Elmhurst University.

*We consult with Kingston for compliance services. He is the owner of his own compliance consulting firm, not an employee of Teach Plan Retire.