MEET THE ADVISORS
All of our agents are Bank On Yourself® Authorized Advisors. Bank On Yourself is a unique insurance strategy that we use to help our clients achieve their financial goals. Click Here for More Information On Bank On Yourself.
John J. Shedenhelm, CEO of Eagle Financial Solutions, has been in financial services for over 20 years, and is one of only 250 agents in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself® Authorized Advisor. John holds a B.A. from Kent State University, and has worked with over 400 clients to help them achieve their financial goals and dreams. John takes a thoughtful and detailed approach to financial planning, and teaches his clients the importance of educating themselves financially. On a personal level, John is also active in his church and the community, serving as coach for several youth sports teams. John lives in Pickerington, with his wife and their two children.
What John says about Bank On Yourself: “Personally, I love the fact that Bank On Yourself will allow me to become consumer-debt-free forever. And knowing we’ll also able to become our own source of financing for our business expenses is phenomenal! I also love knowing that I am helping my clients feel a sense of control, empowerment, and freedom by eliminating the banks and consumer-debt from their lives, and reaping the long-term benefits of tax-free, predictable growth on their money.”
Ryan Fleming, Vice President of the College Planning Division, is a College Planning Specialist with a B.A. from the University of Dayton. Ryan has a background in education and 10 years experience with professional baseball, so he is very familiar with the financial pressures facing parents of college students. Ryan specializes in helping parents of college-bound students improve their financial aid picture, and pay for college on a tax-favored basis. He also educates his clients about the Bank On Yourself concept, to provide a secure future for themselves and their families. Ryan lives in Pickerington, with his wife and their three children.
What Ryan says about Bank On Yourself: “It’s such a great feeling to know that I won’t be giving someone else my hard earned money to finance my family’s cars! I will recapture all of it and more because of the Bank On Yourself concept. And it will continue to benefit my family down the line, because I will pass on the discipline to my children and generations to come.”
Edward J. Beemiller, Senior Vice President of Eagle Business Solutions Division, has been in the financial services industry within Central Ohio for over 21 years. Ed was formerly the CFO of a $45MM privately held corporation and had spent 17+ years working in the Commercial Banking Industry as a SVP of a Regional Bank in Central Ohio. Ed has extensive experience in advising/consulting with business owners and executives in planning and developing financial strategies, general business consulting, appropriate capital structuring, and securing financing alternatives to ensure the continued successful operations of their companies. He also formed his own consulting company with a niche in working with business owners to create and modify strategic business plans, identify capital needs of the business, recommend/identify/negotiate with various capital sources available in the marketplace, and also provide general business advisory services. Ed holds a BA in Economics and English from Kenyon College and an MBA from The Ohio State University School of Business. He is active in his community, serving as coach for his children’s lacrosse and hockey teams and presently serving on the Board of the Pickerington High School Lacrosse Association. Ed lives in Pickerington with his wife and two children.
Brian Minier, Vice President – Eagle Investment Management, oversees Eagle Financial Solutions’ investments division. Brian has over 10 years of experience in the insurance industry in various capacities. Brian has a MBA from Malone University and a Bachelor of Science in Marketing from the University of Akron. Brian is an Authorized Bank on Yourself Advisor and assists his clients with many areas of retirement planning and investments. He also specializes in financial planning for young professionals, and helping seniors with Social Security Planning. Watch Brian’s interview on Right On the Money for more about taxes and Social Security for retirement planning: http://eaglefinancialsolutions.com/contact/taxes-your-retirement-video/. (To learn more about our investment management strategies, please click here.)
What Brian says about Bank On Yourself: “The Bank on Yourself concept is able to accomplish so many of the financial goals presented by our clients. Further, this method gives peace of mind, predictability, and accessibility. I can personally speak to the value of using Bank on Yourself. The solutions we can provide using the Bank on Yourself methodology are extremely powerful.”
Steven Schobert, Bank On Yourself Authorized Advisor, has been a senior level business professional with experience and skills across multiple organizations in a variety of industries in Central Ohio for the last 25 years. He works with clients who want a safer method of growing wealth and a predictable stream of income when they retire. He has a degree in Economics from The Ohio State University. Steven is also active in the community, serving as coach for youth basketball and swim teams. Steven lives in Pickerington with his wife and 3 children.
What Steven says about Bank On Yourself: “As an economist, I often wonder why people subject themselves to the emotional ups and downs of Wall Street. What did the market do today? How is my 401K doing today? These are stressful questions to consider. Bank on Yourself, to me, brings peace of mind to our clients. It provides them with a time-tested and secure method to take control of their financial lives.”
Cameron Huey, Bank On Yourself Authorized Advisor, is one of only 250 agents in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself® Authorized Advisor. Cameron holds a B.A. in Marketing from Ohio University. What sets Cameron apart from the competition is his unique approach of utilizing conservative wealth-building strategies to develop a stable and secure financial plan for his clients. Cameron believes that the first step to financial independence and security is to “Pay yourself first!” He firmly believes that money is plentiful for those who desire the financial know-how and understand the simple laws of money. Cameron resides in Grandview Heights, Ohio.
What Cameron says about Bank On Yourself: “I love that I can utilize the same exact strategy that I teach my clients! Helping families build financial portfolios that can withstand almost any financial catastrophe while growing safely and predictably is one of the most fulfilling feelings in the world! This concept provides the stability and security that families are looking for.”
Alex Huey, Bank On Yourself Authorized Advisor, is one of only 250 agents in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself® Authorized Advisor. Alex holds a Bachelor’s Degree in Mathematics from the University of Cincinnati. He was first intrigued by the financial industry after reading Becoming Your Own Banker by R. Nelson Nash. After researching the Infinite Banking Concept and the Bank on Yourself strategy, he was inspired by the idea that people can be extremely successful financially, without putting their money at risk in the stock market. His focus is on helping people develop a financial plan that is effective, safe, and minimizes risk.
What Alex says about Bank On Yourself: “When meeting with clients, one of the most common things I hear is ‘Wow! I wish I knew about this strategy sooner!’, so I consider myself extremely fortunate to have learned about the Bank on Yourself strategy so early in my life. I am happy to have a strategy where I can begin saving money with guaranteed growth, have financing options for major purchases and create an emergency fund if I should need a large amount of cash on short notice.”
Steve Tilka, Retirement Planning Specialist, is one of only 250 agents in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself® Authorized Advisor. Steve graduated in with a B.S. in Finance from Indiana University in 1986. Right out of college, Steve trained as a financial analyst and developed his financial foundations. In 1988, Steve began his career in insurance as an integral part of building the sales teams of two start-up insurance companies. He soon went from being an agent and trainer to a state director. After spending over 25 years in the financial services industry, Steve says he has seen so many people take unnecessary risks with their savings, only to lose when the market gives up its gains. This can be devastating to peoples’ dreams in retirement. Steve embraces the responsibility to help clients gain greater control of their money so that the money they need is there when they need it. When not at work, Steve enjoys golf, fishing, and spending quality time with his family. Steve and his wife Tracey have been married for 25 years and have two teenage sons.
Kelly Clemens, Bank On Yourself Authorized Advisor, is one of only 250 agents in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself® Authorized Advisor.
Kelly holds both a Bachelor of Arts and a Master of Divinity Degree, and was a church pastor for 13 years. After watching the funds that were to be used for his mother’s long term care be significantly reduced in the market downturn of 2008, Kelly began his quest for a better way to manage wealth that led him to the Bank on Yourself concept. After practicing Bank On Yourself personally for 9 years, Kelly joined the Eagle Team as a Bank On Yourself Advisor. He believes in building a comprehensive strategy for his clients that encompasses all accounts and benefits including Social Security planning. Kelly is based in Toledo, OH where he lives with his wife, Valorie.
What Kelly says about Bank On Yourself: “I love the peace of mind that comes with the certainty and flexibility of a Bank On Yourself plan. A properly structured plan of this type can be used to address most of the financial issues faced by our clients.”
Carroll Bailey, Bank On Yourself Authorized Advisor, is an experienced Retirement and Income Strategist serving clients in this niche since 1998. Carroll believes that client education is key and she works with her clients to help them understand how everyday financial decisions may impact their long term goals.
Carroll focuses on designing the proper “fit” with solutions that match up with her clients’ life goals whether the client is on the path to achieving financial success, or in retirement mode and striving to protect and preserve income and existing assets over the long term.
Trust is at the center of each interaction with Carroll. Her unwavering commitment to her clients sets her apart from other advisors and yields trusted longstanding relationships. She currently resides in Sarasota, FL, and spends time in both Ohio and Florida taking care of clients and enjoying time with family and friends.
What Carroll says about Bank On Yourself: “Personally, I love the fact that Bank On Yourself will allow me to become consumer-debt-free. I only wish I had discovered this wonderful strategy when I started down my financial career path years ago. I have introduced many of my clients to this new way of thinking and the response has been overwhelmingly positive.”