The Vineyard Financial Team

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Bradley S. Ford - President/Investment Advisor Representative, Vineyard Financial

Bradley S. Ford is President of Vineyard Financial which has three locations in Indiana and Kentucky. Vineyard Financial specializes in, and has a long history of helping folks in or near retirement accumulate, protect, and preserve wealth. Brad’s professional services help many people find better ways to take money out of IRA’s tax-efficiently, identify goals and objectives, analyze investment portfolios, utilize income tax reduction strategies, design accumulation programs, and plan for other lifetime financial goals. To emphasize his focus on delivering quality advice for the 2nd half of the game (The Distribution Phase), Brad is an active member of Ed Slott’s Master Elite IRA Advisor Group (SM).


Brad is a Registered Representative and Investment Advisor Representative of USA Financial Securities, and has been published in the Indiana Business Journal, Evansville Living Magazine and Huntingburg Press. He is a noted speaker, educator and financial consultant, and has been a welcomed speaker at community and senior centers throughout Indiana, Kentucky and Illinois.

Brad is a resident of Evansville, IN and is happily married to his wife Kathy of 26 years. He enjoys spending time with his four children, Chelsea (23), Wes (21), Melissa (18), and Josh (14).

 

Wayne Hentrup - Investment Advisor Representative, Vineyard Financial

Wayne is an Investment Advisor Representative with Vineyard Financial. He works with and advises clients as they develop and implement their own personal retirement plans, with the goal of allowing them to enjoy their retirement years and most importantly stay retired. He understands the unique economic and market challenges facing the “Boomers” as they prepare to retire. In addition to retirement planning, Wayne provides advisory services to both individuals and businesses on their 401(k) plans. He also serves as the Long Term Care and Medicare planning specialist within the firm.


Before joining our firm, Wayne spent over 10 years in the Yellow Pages industry including Area Manager for the  Evansville/Owensboro market of the User Friendly Phone Book and owning his own directory publishing company.


He was born and raised in Jasper, IN, where he graduated from Jasper High School and went on to attend Wabash College, Crawfordsville, IN, majoring in Economics.


Wayne and his family live in Evansville and are members of Good Shepherd Catholic Church.

 

The Women of Vineyard Financial  

Peggy A. Hardesty - Client Services/Marketing, Vineyard Financial

Peggy joined Vineyard Financial in June 2009 after more than 18 years in the financial and insurance industry.  Her prior work experience includes Office Manager/Account Manager-Customer Service/Individual Sales Producer for Brown & Brown Insurance for 9 years, and Quality Assurance Coordinator/Provider & Claims Services Rep for Anthem BCBS for 9 years.  Additionally, she received her Indiana Life, Accident, & Health license in 2000.

Peggy processes all applications for Brad's clients.  She is also the appointment scheduler, offers administrative support for Brad, and provides customer service. Peggy coordinates educational seminars/programs in the tri-state area for Brad as well as various marketing duties.

Peggy is a longtime resident of Southwest Indiana and married to her husband, Todd, of 22 years.  She has three children, Mallory (20), Grace (11), and Alex (9).  During her free time, she is very active with her children’s activities as well as her church parish, and is proud to be a Ball State University mom.

 

Donna Hurm - Director of Data Management, Vineyard Financial

Donna  joined our firm in October 2009.  She has been a tax preparer for R.J. Pohl & Associates for the last five years and has extensive experience dealing with the public.  She has taken on the challenging task of updating and managing our client database and tracks all business.  She provides frontline customer service with a positive and upbeat attitude which is critical to our business.

Donna was born and raised near Mt. Vernon, IN and has been a long-time resident of Southwestern Indiana.  She has been married to her husband, Andy, for 21 years and is the mother of two amazing children—Erin (17) and Adam (15).  She is very active outside of work with her church parish and with her children’s activities.

 

Barbara Gibson - Customer Service Specialist, Vineyard Financial

Barbara returned to work for Vineyard Financial in November 2010 after several years during which she obtained her Bachelors of Science in Business Management degree.

She has been working in the customer relations industry for over 25 years and most recently in management.  Her extensive knowledge and professional manner make her a perfect fit to allow our firm to continue providing exceptional client service.  In addition to continuing her education, Barbara enjoys spending time with her 3 grown children and 4 adorable grandchildren.

 


 

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Latest News

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Steps to see that financial matters remain in good order.
 
Presented by Bradley S. Ford
 
  
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