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                                                    Our Team

“If everyone is moving forward together, then success takes care of itself”
– Henry Ford
 
Mychal Eagleson, CFP®, AIF®, ChSNC®  Photo
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Mychal Eagleson, CFP®, AIF®, ChSNC®

President & Financial Planner

Mychal Eagleson, CFP®, AIF®, ChSNC® 

Certified Financial Planner™ Professional

Accredited Investment Fiduciary®

Chartered Special Needs Consultant™


“My definition of success is that every person I come in contact with finds a better path… that I can say something or do something that gets them thinking about where they want to go and how they want to get there. It’s the impact I hope to make on people”
– Deena Katz

Education

  • The Center for Fiduciary Studies - Fi360, Accredited Investment Fiduciary Program, 2019
  • The American College of Financial Services, Chartered Special Needs Consultant Program, 2017
  • New York University, Certificate in Financial Planning, 2013
  • Indiana Wesleyan University, Bachelor of Science – Management, 2012
  • College for Financial Planning, Accredited Asset Management Specialist Program, 2011

Experience

  • Working in the financial services industry since 2008.
  • Prior to An Exceptional Life Financial, provided financial planning and investment management to clients throughout the Midwest for two Fortune 500 companies and a dedicated Private Client Group.
  • Board Member of the Financial Planning Association of Greater Indiana, serving as the President-Elect and Director of Programming.

Personal

  • Resides: Pike Township, Indianapolis, IN
  • Wife: Emily - Elementary Special Education Teacher Extraordinaire
  • Fur Kids: Maddie & Jax (Dogs)
  • Interests: Staying active through Taekwondo and hiking, reading - science-fiction,  history, & psychology, and projects around the house.
  • Causes I Support: Eagle Creek Park Foundation, Keep Indianapolis Beautiful, Gleaners Food Bank, WFYI Public Media, and the Indiana Blood Center.


Rosa Morgan Photo
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Rosa Morgan

Financial Planning Coordinator

Rosa Morgan

Financial Planning Coordinator

“My goal in life is to leave a positive impact with everyone I come in contact with, both personally and professionally.”

Education

  • Indiana Wesleyan University, Bachelor of Science -Management (Magna Cum Laude), 2011
  • Massasoit Community College, Associate of Science -Business Administration, 2008
  • Certificates in Coaching & Team Building Skills for Managers and Supervisors; Directing, Controlling, and Managing Projects, Effective Business Writing, and Front-line Leadership.

Experience

  • Since 2006, multiple support positions K-12 and higher education, including with Zionsville Community Schools, Lebanon Community School Corporation, and Massasoit Community College.
  • Prior to 2006, owned a licensed daycare center and served as the Operations Manager for a call center, and worked in the banking sector.
  • Awarded Customer Service Award in 1995-, 1996, 1997, and 1998 while working for Bank of Boston/Fleet, and was personally recognized for her service by numerous clients.

Personal

  • Resides: Whitestown, IN
  • Family: Mother of four daughters, Stephanie - a 2016 graduate of Marian University, Sophie - a Senior at Indiana State University, Sylvie - a Junior at Zionsville High School, and Sadie - a Sophmore at Zionsville High School. Rosa has raised them alone for 14 years.
  • Interests:Competitive Volleyball and raising her daughters to be strong contributors to society.
  • Causes I Support: Supporting students by going to school events, volunteering with ZYSA (a local soccer club), the Zionsville school community, and BSU (a club at Zionsville Community High School).


Maddie & Jax  Photo

Maddie & Jax

Co- Chief Morale Officers