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                                                    Our Team

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

President & Financial Planner

Mychal Eagleson, CFP®, ChSNC®, AAMS®

Certified Financial Planner™ Professional

Chartered Special Needs Consultant™

Accredited Asset Management Specialist™

“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 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 portfolio 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 Director of Public Relations & Social Media
  • Board Member of the Pike Township Educational Foundation, serving as the Chair of the Strategic Planning Task Force and as a member of the Finance Comittee

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: Pike Township Educational Foundation, Eagle Creek Park Foundation, Keep Indianapolis Beautiful, Gleaners Food Bank, and WFYI Public Media.


Paty Brenamen Photo
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Paty Brenamen

Director of Tax Strategies

Paty Brenamen

Director of Tax Strategies

“Just don’t give up trying to do what you really want to do. Where there’s love and inspiration, I don’t think you can go wrong.”
– Ella Jane Fitzgerald

Education

  • Indiana University-Purdue University Indianapolis, Master of Science – Accounting, 2014
  • Bowling Green State University, Bachelor of Business Administration, 2007

Experience

  • Working in financial services since 2007
  • Provided tax preparation services for clients of one of the nation’s largest CPA firms
  • Experienced in preparing income tax returns and integrating tax planning strategies into financial planning

Personal

  • Resides: Lawrence Township, Indianapolis, IN
  • Originally from Rio de Janeiro, Brazil
  • Family: Tim (Husband), two young children
  • Pets: Dog (Dory), Fish (Nemo)
  • Interests: Staying busy with the kids, exploring everything Indianapolis has to offer, and staying involved in the local community.
  • Causes: Catholic parish of St. Simon the Apostle, Avondale Meadows Academy, Junior Achievement, and Gleaners Food Bank
Maddie & Jax  Photo

Maddie & Jax

Co- Chief Morale Officers