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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:

  • Life, Accident & Health, Property and Casualty Insurance Licenses (1977)
  • 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)
Aaron Weiand

Aaron C. Wieand, CPA, PFS, CFP®

Aaron brings over 13 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 Public Accountant(CPA), Personal Financial Specialist (PFS), and a member of the American Institute of Certified Public Accountants (AICPA). 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

CPA
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
  • MDC Goldenrod Board Member, Goshen, IN
  • Berkey Avenue Mennonite Stewardship and Finance Commission, 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)