Tom Farrer, CFP®, CRPC®

Certified Financial Planner™ Professional

Chartered Retirement Planning Counselor - CRPC®

“In looking for people to hire, look for three qualities: integrity, intelligence and energy.  And if they don’t have the first, the other two will kill you.”

– Warren Buffett

Education

• The College of Financial Planning, CFP® Certification Education Program, 2019
• The College of Financial Planning, Chartered Retirement Planning Counselor, CRPC®  Education Program, 2019
• Krannert Graduate School of Management, Purdue University, Masters in Industrial Administration, 1988
• University of Notre Dame, Bachelor of Science – Electrical Engineering, 1984

Experience

• Working in the financial services industry since 2013.
• Prior to An Exceptional Life Financial, served on the executive leadership team for the largest pension plan in Indiana (Indiana Public Retirement System, INPRS). 

Personal

• Resides: Carmel, IN
• Wife: Cindy - Vice President Global Supply Management for a Fortune 500 company.
• Family: Awesome!... Four daughters, two sons-in-laws, and three grandsons
• Interests: Physical fitness, taking walks around the lake, spending time with family, volunteering, and of course, financial wellness.
• Causes I Support: Shepherd’s Center of Hamilton County, Habitat for Humanity, The Julian Center, Unbound, and the United Way.

C. Rick Skinner, CFP®, EA, AIF® 

Certified Financial Planner™ Professional

“In investment management, the real opportunity to achieve superior results is not in scrambling to outperform the market, but in establishing and adhering to appropriate investment policies over the long term – policies that position the portfolio to benefit from riding with the main long-term forces in the market.”

-Charles D. Ellis, CFA   

Education

• International Business College, Associate Degree in Professional Accounting 1975.
• College of Financial Planning, CFP® Certification Education Program,1987
• Certificate of Enrollment to Practice before the Internal Revenue Service, 2004
• The Center for Fiduciary Studies, Fi360 Accredited Investment Fiduciary Program, 2009

Experience

• An Exceptional Life Financial: 01/01/2022 - Present.
• Watermark Wealth Management: 07/15/2013 - 12/31/2021.
• Summit CPA Group, LLC: - 03/2011 - 06/2013.
• Skinner Financial Services, Inc: 03/2002 -02/2011.
• Investment Advisors of Indianapolis: 2001 - 2002.
• Axia Advisory Corporation: 1999 -2001.
• My favorite aspect of my job is serving people and helping them to achieve their financial goals and objectives.  I enjoy developing long lasting relationships, which often turn into long lasting friendships.

Personal

• Resides: Noblesville, IN
• Spouse: Roxie (Converse) Skinner

David Gourley, CSLP® 

Certified Student Loan Professional

“One thing that I know for sure is the small, seemingly insignificant daily habits, performed over a long period of time can truly make the difference.”

– Darren Hardy

Education

• The American College of Financial Services, Certificate in Financial Planning, 2022
• Arkansas State University, Education Specialist in Administration, 2017
• Arkansas State University, Master’s in Education, Building Leadership, 2016
• University of Missouri – St. Louis, Teaching Certificate, Mathematics Minor, 2012
• Missouri State University – Bachelor’s of Science, Finance, 2008

Experience

• Have worked in the financial services industry since 2020.
• High school math teacher in Kansas City, MO for 8 years 2012-2020.
  • Geometry and Algebra II

Personal

• Resides: Kansas City, MO
• Wife: Calla – High School Spanish Teacher
• Children: Geneva and Graham
• Fur Kid: Peri (Dog) – Named after Salvador Perez (KC Royals baseball player)
• Interests: Walks, playgrounds with the kids, working out, swimming
• Causes I Support: St. Jude Children’s Research Hospital, Ronald McDonald House Charities

Breanna Reish, CFP®

Certified Financial Planner™ Professional

Education

• Boston University of Finance - Certificate in Financial Planning, 2009
• California State University, San Bernardino, Bachelor of Science - Business Administration with Concentration in Financial Planning, 2008

Experience

• Working in the financial services industry since 2008.
• Was the Owner and Founder of Wealth of Confidence from 2017-2021, prior to merging with An Exceptional Life Financial.
• Prior to this, Breanna provided financial planning, investment management, and tax services to clients throughout California for three different Advisory/Accounting firms.

Personal

• Resides: Riverside, CA
• Spouse: Zac -  Landscape Contractor
• Children: 2(Journey & Dayton)
• Fur/Feather/Scale Kids: Mr. Pickles & Mojo (Dogs), Kingston, Queenie, Shadow, Checkers, Cookie, Cheeks, DJ Dasher Dog, Two-Face (Chickens), Pastel (Fish).
• Interests: Learning how things work, helping others with business ideas, taking my kids on adventures (day trips/week trips), playing board games, paddle boarding, the outdoors, and ocean fishing.

Tina Molnar

Practice Manager

“It's not enough to have lived. We should be determined to live for something. May I suggest that it be creating joy for others, sharing what we have for the betterment of personkind, bringing hope to the lost and love to the lonely.”

-Leo Buscaglia

Experience

• Prior to joining An Exceptional Life Financial, Tina served various organizations providing administrative and organizational support in their front offices.

Personal

• Resides: Indianapolis, IN
• Husband: David - Paralegal
• Children: 1 (Jace)
• Fur-child: Xenozbah
• Interests: Camping, hiking, generally anything to do with nature, reading - various genres, and spending time with friends and family