Wellington Investment Advisors

Shawn Force is a financial advisor at Wellington Investment Advisors in Bloomington, IN, holding a Series 66 designation with 14 years of industry experience. He has worked at Wellington Investment Advisors since 2016 and previously spent a year at Private Client Services LLC. Wellington Investment Advisors manages approximately $261.4 million for about 386 clients through a team of nine advisors. The firm provides discretionary and non-discretionary portfolio management and financial planning, utilizing a variety of analytical methods and strategies tailored to each client’s objectives and risk tolerance.

Nathan Ummel is a financial advisor at Wellington Investment Advisors with a Series 65 credential and one year of industry experience. Prior to joining Wellington, he held positions at County National Bank, McDonald's, Hillsdale College, and Belle Tire. Wellington Investment Advisors manages approximately $261.4 million for around 386 clients through a team of eight advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to client objectives using various analytical methods including fundamental and technical analysis, option writing, and modern portfolio theory.

Paul Bullock is a financial advisor at Wellington Investment Advisors with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wellington Investment Advisors since 2009. Outside of his advisory role, he is CEO of Wellington Yacht Charters LLC, a yacht charter business. Wellington Investment Advisors manages approximately $261.4 million for around 386 clients through a team of eight advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing various analytical methods and tailoring investment strategies to clients’ objectives and risk tolerance.

Matthew Krugman is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Wellington Investment Advisors in Bloomington, IN. He has three years of industry experience, including prior roles at LPL Financial, Csenge Advisory Group, and Lion Street Financial. Wellington Investment Advisors manages approximately $261.4 million for about 386 clients through a team of eight advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, tailoring investment strategies to clients' objectives and employing a variety of analytical methods and strategies.

Benjamin Pogorelc is a financial advisor with Wellington Investment Advisors in Bloomington, IN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Wellington, he worked in various roles at Indiana University, including the Kelley School of Business and the O'Neill Masters Program Office. Outside of his advisory work, he manages and maintains Airbnb rental properties through StayBtown LLC. Wellington Investment Advisors offers portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, employing fundamental and technical analysis alongside Modern Portfolio Theory across multiple asset classes.

Katrina Bullock is a financial advisor at Wellington Investment Advisors with a Series 65 credential and three years of industry experience. She previously worked at the IU School of Medicine for six years. Outside of her advisory role, she serves as President of Wellington Yacht Charters, LLC, a yacht charter business based in Zionsville, Indiana. Wellington Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, charitable organizations, corporations, and other business entities. The firm manages approximately $233.4 million in discretionary assets and serves around 375 clients through a team of five advisors, tailoring portfolios using a combination of fundamental and technical analysis, Modern Portfolio Theory, and a mix of long- and short-term strategies.

Douglas Ummel is a CFP® with 28 years of industry experience and is affiliated with Wellington Investment Advisors in Bloomington, IN. He has worked with Wellington and Private Client Services LLC since 2016. Outside of his advisory role, he serves as chairman of the Deacon’s Board at Trinity Reformed Church and acts as co-trustee of a relative's testamentary trust. Wellington Investment Advisors manages approximately $261.4 million for around 386 clients through a team of eight advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, employing a variety of analytical methods and tailoring strategies to client objectives and risk tolerance.

Patrick Scott is a financial advisor with Wellington Investment Advisors in Bloomington, IN, holding a Series 65 designation and one year of experience at the firm. His prior roles include positions at Focal Point Logistics, County National Bank, and Cherokee Town and Country Club. He has also been associated with Hillsdale College and has diverse work experience spanning sectors such as retail and healthcare. Wellington Investment Advisors manages approximately $261.4 million for about 386 clients through a team of eight advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, tailoring investment strategies to client objectives and employing a variety of analytical methods and investment vehicles.

Harry Boesch is a financial advisor at Wellington Investment Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wellington Investment Advisors since 2016, following a brief period at Private Client Services LLC. Outside of his advisory role, he is a passive investor in several medical and healthcare-related companies. Wellington Investment Advisors manages approximately $261.4 million for about 386 clients through a team of eight advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing various analytical strategies tailored to individual client objectives and risk tolerance.