You might have seen the news release late last year when we announced Treybourne Wealth Planners (TWP) hired Timothy Voegele, CFA®, CFP®. You are likely familiar with the CFP® (Certified Financial Planner) designation since Stephanie Willison and I are CFP® professionals, and Jessica Beaman is well on her way to attaining this well-known planning designation. The CFA® (Chartered Financial Analyst) is new to TWP so I thought I would explain to you the reasons we are glad to add Tim to our team.
Tim successfully completed all 3 levels of the CFA® study level process:
Level I: Focuses on a basic knowledge of the ten topic areas and simple analysis using investment tools
Level II: Emphasizes the application of investment tools and concepts with a focus on the valuation of all types of assets
Level III: Focuses on synthesizing all of the concepts and analytical methods in a variety of applications for effective portfolio management and wealth planning
How does a CFA® charterholder fit into our business model? We will continue to rely upon outside resources, such as Morningstar, PIMCO, Schwab, and others for opinions and quality, timely information. Ultimately, though, the advisors of TWP process this information from various sources and compile our customized investment strategies. Tim Voegele will lead our efforts to develop these investment strategies and concepts. He is uniquely positioned for this role with his planning background too.
Tim Voegele joined our firm in November, merging his Greenwood-based state registered RIA with TWP. Tim left Eli Lilly in 2009 after 32 years of service, then set out to become a CFP® professional (2008) and CFA® charterholder (2007). He brings a wealth of experience to our firm and we are grateful that he is sharing his skills with us. He has served as President of the CFA Society of Indianapolis and currently sits on their Board of Directors. You can find his biography on our website www.treybournewealth.com.
We hope to get Tim involved in some of our client meetings, where he will offer a short presentation about current economic conditions. We think you will enjoy meeting Tim and appreciate his insights into the fascinating world of investing.