Our Team Meet Our Wealth Advisors Daniel Matthews Senior Vice President, Wealth Advisor (812) 332-6333 (812) 332-7542 [email protected] Dan joined Hilliard Lyons in 2006 after beginning his career in the financial services industry in 1996. He graduated from Indiana University with a Bachelor of Science in Marketing and Psychology, and also played on the 1990 Hoosier Soccer team which advanced to the Final 8 in the NCAA tournament. Matthews holds the Series 6, 7, 63, 65, and 31 Securities Registrations, as well as a Life, Health, and Long-Term Care Insurance license. Dan also carries the Accredited Asset Management Specialistsm designation from the College for Financial Planning. Along with comprehensive financial and investment planning, Dan also has extensive experience in retirement income planning, with a focus on annuities, as well as group benefits, employee retirement plans, and business succession planning. Matthews also serves as our team’s expert in the areas of life, disability, and long-term care insurance. Loren Snyder Senior Vice President, Wealth Advisor (812) 332-6333 (812) 332-7542 [email protected] Loren joined Hilliard Lyons in 2008. He graduated from Butler University with a Bachelor’s degree in Finance, where he also competed on the Bulldog’s Men’s Cross Country and Track teams. In addition to his Series 7 and 66 Securities registrations, Snyder holds his Life, Health, and Long-Term Care Insurance license, and a certificate from the “Wealth Planning Essentials Program” at University of Pennsylvania’s Wharton School. Loren has earned state and nationwide recognition for his work as a Wealth Advisor, including the “Five Star Advisor Award” from Indianapolis Monthly and was named a “Top 40 Under 40” wealth advisor by On Wall Street magazine.Loren is deeply committed to community involvement, and was named as one of the “100 Heroes” by The United Way of Central Indiana. He is also graduate of the Stanley K. Lacy Executive Leadership Series - a prestigious program focused on developing executive leadership within Central Indiana. He has served at the board level in a number of philanthropic and civic organizations, including the Johnson Memorial Hospital Foundation, the Johnson County Community Foundation, the Bloomington Hospital Foundation, served a term as an At-Large Johnson County Councilor, and the Bloomington Rotary Club. Colleen Curry Vice President, Wealth Advisor (812) 332-6333 (812) 332-7542 [email protected] Colleen Grace Curry joined Hilliard Lyons in September 2014. Prior to joining Hilliard Lyons, Colleen worked as a Therapeutic Sales Representative for Pfizer, INC for 13 years and Indiana University as Director of Wellness for 2 years. She graduated summa cum laude from The University of Tennessee with a MS Degree in Kinesiology/Exercise Physiology and magna cum laude with a BS Degree in Biochemistry. Colleen holds the Series 7 and 66 Securities registrations and the Life, Health, and Long Term Care Insurance license.Colleen joined the financial services industry because she is committed to helping clients achieve Financial Wellness by providing comprehensive wealth management advice, genuine client service and a high standard of integrity. Her areas of specialty are retirement income planning, estate planning, and educational planning for families. Colleen is actively involved in the community and involved in a number of philanthropic organizations. Ryan Reed Vice President, Wealth Advisor (812) 332-6333 (812) 332-7542 [email protected] Before joining Hilliard Lyons in 2014, Ryan Reed worked for seven years in Indiana University's Proton Therapy Center. There, in the medical physics department, he simulated treatments for all the Center's patients. A lifelong Bloomington resident, Ryan graduated from the University of Southern Indiana with a BS in management and completed his MBA in 2014. In a city and state known to be a bit crazy about basketball, Ryan and his twin brother were members of the 1997 Bloomington High School North state championship team - that last single class champion in Indiana. Ryan is active in several local philanthropic organizations. Alyce Zollman Wealth Associate (812) 332-6333 (812) 332-7542 [email protected] Alyce joined Hilliard Lyons in 2011, after beginning her career in the wealth management industry in 2004. She graduated magna cum laude from Ball State University's Honors College with a degree in Telecommunications. Alyce also competed on the Cardinals' Women's Tennis Team, and was a 3 time Intercollegiate Tennis Association Academic All-American. In addition to her financial consulting work, Alyce has provided market and economic commentary on multiple national news programs and publications, including The Wall Street Journal, CNN, The CBS Evening News with Katie Couric, and Fortune magazine. Zollman holds the Series 7, 63 and 65 Securities Registrations, as well a Life, Health, and Long-Term Care Insurance license. She also carries the Accredited Asset Management Specialistsm designation from the College for Financial Planning. Meet Our Client Service Associates Keith Spiegel Reg Client Service Assoc II (812) 332-6333 (812) 332-7542 [email protected] Keith has been with Hilliard Lyons for 23 years, and has more than 32 years of experience in the financial services industry. As a Registered Client Service Associate, Keith’s top priority is providing a level of administrative and operational support to our clients that exceeds expectations and helps simplify their lives. Amanda Werhane Client Service Associate I (812) 332-6333 (812) 332-7542 [email protected] Amanda Werhane joined Hilliard Lyons in 2014. Her role on the team as a Client Service Associate has evolved and changed over the last couple years. Throughout the changes, she has remained a steady support to the Wealth Advisors on the team and continued to provide exceptional communication and exceeded expectations with our clients. Alisa Kaylor Client Service Associate II (812) 332-6333 (812) 332-7542 [email protected] Alisa joined Hilliard Lyons in 2010. She is a graduate of Indiana University with a Bachelor of Arts degree in History and Anthropology. She also holds a Master of Arts in Anthropology from Northern Illinois University.As a part of The Matthews / Snyder Wealth Advisory Team, Alisa supports our employee retirement plans, as well as individual clients and families. Alisa’s goal is to empower and serve our clients using the core values of respect, accuracy, efficiency, and honesty. She is active in Rotary International. Bryan Geeser Client Service Associate I (812) 332-6333 (812) 332-7542 [email protected] Bryan Geeser joined Hilliard Lyons in 2014, and has 17 years experience in the financial services industry. As a Client Service Associate, Bryan holds a Series 6 license. He works hard to provide exceptional support and communication to our clients and Wealth Advisors. Jennifer Stewart Client Service Associate I (812) 332-6333 (812) 323-3154 [email protected] Jennifer joined Hilliard Lyons in February of 2018 after starting her career in the Financial Services industry in 2008. She is a graduate of Empire College of Business & Law, and earned a certification in Legal Office Administration. Jennifer is committed to maintaining the highest standards of integrity and professionalism while assisting wealth advisors, families and business owners through the accumulation, preservation and distribution phrases of wealth management.