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BIOGRAPHICAL INFORMATION STEVE HEINEKAMP CERTIFIED FINANCIAL PLANNER™ I was born in Indianapolis, and grew up in nearby Speedway, graduating from Speedway High School in 1980, and qualifying for an academic scholarship to Indiana State University. After four years at Indiana State, I graduated with a Bachelor's degree in Social Studies Education, earning the Alan C. Rankin Distinguished Senior award in 1984. I continued my studies in the summers following my graduation and received a Master's degree in Education from Indiana University in 1988. After leaving Indiana State, I began teaching social studies and English and coaching three sports at Delphi High School, Delphi, Indiana. It was during this time that I became extremely interested in financial matters. In 1991, after coaching the varsity basketball team for three years, I left education to begin a career in the financial services industry. Since 1991, I have seen my practice grow to over 400 clients, and have attained the designations of Certified Financial Planner™ and Chartered Financial Consultant. In addition, I have been accepted as an Enrolled Agent to represent clients before the Internal Revenue Service. These designations provide that I am held to the strictest standards in terms of knowledge, continuing education, and ethics. Currently, I provide the full range of financial planning services including investment planning, tax planning and preparation, retirement planning, insurance planning, and estate planning, and belong to several organizations dedicated to those areas: The Financial Planning Association, The American Society of Financial Services Professionals, and the National Association of Tax Professionals. In 1999, I established SCH Enterprises, Inc., my own brokerage, so that I can best offer my clients what fits in their specific situation. I do not ascribe to a get rich quick philosophy, but rather a get rich slow and systematically philosophy. The key to a financially sound future is to organize your goals, set up a plan, and follow that plan over a period of time. I currently live in Brownsburg, Indiana, with my wife DeAnn and two sons, Michael and Daniel. We are active in the former Brownsburg Christian Church and coaching and transporting our sons for various athletic activities. My goal is to provide my clients with the best possible advice, and the best possible products to serve their needs. |
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Last modified: May 07, 2009 |