Cfci

Douglas Hughes is a financial advisor at Cfci with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Comprehensive Financial Consultants Institutional, Inc. since 2004. Outside of advising, Hughes teaches financial wellness and retirement classes as an adjunct faculty member and participates in speaking and teaching engagements related to his field and community activities. Cfci serves individual and institutional clients, including high-net-worth individuals and pension plans, providing discretionary portfolio management and consulting services. The firm employs model portfolios and third-party advisers in its investment approach, utilizing various strategies such as option trading and active cash management.

Daniel Hays is a financial advisor at Cfci with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., Comprehensive Financial Consultants Institutional, and SPC. Outside his advisory work, he serves as President of the Board for the Northside Exchange Club and is President Elect of the Indiana District for The National Exchange Club. Cfci advises individual clients, including high-net-worth individuals, as well as pension and institutional clients, providing discretionary portfolio management, financial consulting, and pension consulting. The firm uses firm-developed model portfolios and third-party advisers, employing a range of strategies such as option strategies and active cash management.

Angela Chambers is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Cfci and has held roles at J.W. Cole Advisors, Inc. and Comprehensive Financial Consultants Institutional, Inc. Outside of advising, Chambers leads a vacation planning team through her business, Adventure Planning by Angela, LLC, and serves on the board of Edgewood Dollars for Scholars, a scholarship fundraising organization. Cfci provides advisory services to individual and institutional clients, including high-net-worth individuals and pension plans, offering discretionary portfolio management and consulting. The firm employs model portfolios and third-party advisers and uses various strategies, including option strategies and active cash management.

Joshua Norris is a financial advisor at Cfci with six years of industry experience. He holds a Series 65 designation and has been with Comprehensive Financial Consultants since 2015. In addition to his advisory role, he works as an independent insurance agent in Bloomington, Indiana. Cfci is a multi-advisor firm serving individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and consulting services, utilizing model portfolios and third-party advisers across a broad range of investment vehicles.

David Hays is a financial advisor at Cfci with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Comprehensive Financial Consultants, Inc. since 1994, including its affiliated entities, as well as J.W. Cole Advisors, Inc. since 2013. Outside of advising, Hays is an author and educator, teaching financial courses and serving as a board member at Monroe Hospital. Cfci advises individual and institutional clients, offering discretionary portfolio management, financial consulting, and pension consulting. The firm utilizes firm-developed model portfolios and third-party advisers, employing a variety of investment strategies and managing a relatively large asset base with a compact advisory team.

Rodney Holloway is a financial advisor with Cfci in Bloomington, IN, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Comprehensive Financial Consultants since 1996 and their institutional division since 2004. Cfci is a multi-advisor firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses with discretionary portfolio management, financial consulting, and pension consulting. The firm uses model portfolios and third-party advisers across a broad range of investment vehicles, managing approximately $515 million in discretionary assets for over 1,100 client accounts.

Eric Nordberg is a financial advisor at Cfci with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Comprehensive Financial Consultants Institutional, Inc. since 2021, J.W. Cole Financial, Inc. since 2011, and Nordberg & Vandenberg, Inc. from 2007 to 2022. Outside of his advisory role, he owns and devotes time to a fixed annuity and insurance review business. Cfci is a multi-advisor firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management and consulting services, utilizing model portfolios and third-party advisers across a broad range of investment vehicles.

Ryan Belcher is a financial advisor at Cfci with 18 years of industry experience. He holds a Series 66 designation and has been affiliated with Comprehensive Financial Consultants and related entities since 2007. He also teaches retirement and financial wellness classes. Cfci serves individual and institutional clients by providing discretionary portfolio management, financial consulting, and pension consulting. The firm employs firm-developed model portfolios and engages third-party advisers, using a variety of investment strategies including options and active cash management.

Dennis Thacker is a financial advisor at Cfci with 16 years of industry experience and holds Series 63 and Series 65 licenses. He has been associated with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. since 2013 and Comprehensive Financial Consultants Institutional, Inc. since 2009. Beyond his advisory role, he teaches retirement and financial wellness classes. Cfci serves individual clients, including high-net-worth individuals, as well as pension and institutional clients by providing discretionary portfolio management, financial consulting, and pension consulting. The firm primarily uses model portfolios and third-party advisers in its investment approach, offering both ongoing asset management and stand-alone consulting services.

Curtis Vandenberg Jr. is a financial advisor at Cfci with over 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Comprehensive Financial Consultants Institutional, J.W. Cole Financial, Nordberg & Vandenberg, and Legacy Capital Management. He is also the owner of Legacy Capital Management LLC. Cfci is a multi-advisor firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and consulting, utilizing model portfolios and third-party advisers across a range of investment vehicles.

Michael Fidler is a financial advisor with Cfci, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Comprehensive Financial Consultants Institutional, Inc., J. W. Cole Advisors, Inc., J. W. Cole Financial, Inc., SPC, and Guardian Life. He is a minor owner and officer in his wife’s silk screen embroidery business and occasionally assists with printing and store maintenance. Cfci serves individual and institutional clients, including high-net-worth individuals and pension plans, offering discretionary portfolio management and financial consulting. The firm employs a model portfolio approach combined with third-party advisers and utilizes a range of investment strategies including option strategies and active cash management.