John Liechty, Certified Financial Planner (CFP®)

John L. Liechty, CLU, ChFC, CFP®

John brings a wealth of experience to his role as a fee-only financial planner. He has over 40 years of working knowledge in the financial services industry, where he served in a variety of senior management roles. This extensive work experience has provided him with unique insights and a keen understanding of investments, insurance, retirement planning, estate planning matters and the importance of integrating all components of a financial plan. John serves on numerous boards and committees as detailed below. He is married to Joy Lambright and is the father of two adult children. John invites all prospective clients to a complimentary, no-obligation “Get Acquainted” meeting.

 

Memberships

Education
  • Bachelor of Arts in Business Administration and Church Work, Bluffton University, Bluffton, OH (1976)

Significant Credentials:

  • Chartered Financial Consultant (1989)
  • Chartered Life Underwriter (1989)
  • CERTIFIED FINANCIAL PLANNER™ (2010)

Professional Licenses:

  • Registered Investment Advisor, Indiana (2010)

Professional Training:

  • Commonfund Endowment Institute, Yale University (2006)

 

Work Experience
  • Senior Vice-President of Financial Services and President of MMA Praxis Mutual Funds Mennonite Mutual Aid (MMA), Goshen, IN (1997 – 2008)
  • Vice-President of Life Insurance MMA, Goshen, IN (1995 – 1997)
  • Assistant Vice-President of Marketing MMA, Goshen, IN (1986 – 1995)
  • Various Management Positions at MMA, Goshen, IN (1976 – 1995)
Board Of Director/Advisory Committee Assignments
  • Pax World Mutual Fund Trustee, Portsmouth, NH
  • U.S. SIF: The Forum for Sustainable & Responsible Investment, Washington, D.C. (2010-2012)
  • Jantz-Morgan Investment Advisor, Boston, MA (2009-2013)
  • Greencroft Retirement Communities, Goshen, IN (2000-2011)
  • Mennonite Education Agency Endowment Fund Investment Committee, Elkhart, IN
  • Elkhart County Community Foundation Investment Committee, Elkhart, IN
  • Bluffton University Trustee, Bluffton, OH (2003-2017)
  • Hawkins Water Tech, Inc., Middlebury, IN (2007-2015)
  • LaCasa, Goshen, IN
Presentations and Appearances
  • Commonfund Annual Forum speaker (2007)
  • Co-presenter at Investment Management Institute’s Endowment and Foundation Forum (2007)
  • Featured guest on TV show Wall $treet Week with FORTUNE (April 18, 2003)
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Aaron Wieand, Certified Financial Planner (CFP®)

Aaron Weiand

Aaron C. Wieand, CPA, PFS, CFP®

Aaron brings over 15 years of professional finance and accounting experience to his role as a fee-only financial advisor. Over the course of his career, Aaron specialized in providing strategic insights tailored to the unique opportunities and goals of the organizations and clients he served. Aaron is a graduate of Goshen College, a Certified Financial Planner (CFP®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS), a member of the American Institute of Certified Public Accountants (AICPA) and a member of the National Association of Personal Financial Advisors (NAPFA). He is married to Stephanie Wieand and is the father of two young children. Aaron invites all prospective clients to a complimentary, no-obligation “Get Acquainted” meeting.

 

Memberships

Education
  • Bachelor of Arts in Accounting, Goshen College, Goshen, IN (2004)

Significant Credentials:

  • CERTIFIED FINANCIAL PLANNER™ (2017)
  • Personal Financial Specialist (2017)
  • Certified Public Accountant (2006)
Work Experience
  • Division Controller, Patrick Industries, Elkhart, IN (2012 - 2014)
  • Senior Portfolio Analyst / Senior Accountant, Cambia Health Solutions, Portland, OR (2008 - 2012)
  • Audit Supervisor, McGladrey & Pullen LLP, Chicago, IL (2004 - 2008)
Board Of Director/Advisory Committee Assignments
  • Lahash International, Finance Team, Portland, OR
  • Chicago Community Mennonite Church, Leadership Council, Chicago, IL
  • Berkey Avenue Mennonite Fellowship, Stewardship and Finance Commission, Goshen, IN
  • Bashor Children's Home, Board Member, Goshen, IN
Presentations and Appearances
  • Managed and performed biannual portfolio valuation for internally incubated companies (Cambia Health Solutions)
  • Performed due diligence, forecasting, and intangible asset valuations for acquisition targets (Patrick Industries)
  • Provided guidance including deal strategy, scenario modeling, and negotiation support for a new business partnership (Cambia Health Solutions)

Disclosure

Integrated Financial Planning Solutions, LLC (“IFPS”) is a registered investment advisor offering advisory services in the States of Indiana and Michigan and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by IFPS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of IFPS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.