The Team

Bison Financial Group
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Stephen Dunnuck

Stephen Dunnuck

Financial Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management

Education

Purdue University, General Management Degree with a Finance Option - 1995, Purdue University, Executive MBA through Krannert School of Business - 2010
CA Insurance #0G79742

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David Vorbeck

David Vorbeck

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Saving for Education
  • Investment Management
CA Insurance #0M70304

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Stephen Wien

Stephen Wien

Financial Advisor

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Top Areas of Focus

  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies

Education

Purdue University, Bachelors of Science in Financial Planning and Counseling
CA Insurance #0M49042

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Gary Williams

Gary Williams

Financial Advisor

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Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

University of Arkansas - BS in Industrial Engineering, 1972

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John Hays

John Hays

Financial Advisor

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Top Areas of Focus

  • Investments
  • Family Finances
  • Retirement Income Strategies

Education

Mississippi State University 1977 BS Poultry Science, Mississippi State University 1981 Doctor of Veterinary Medicine

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Paul Kuzemka

Paul Kuzemka

Financial Advisor

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Designations

MBA

Education

Purdue University, B.S. - 1983, Indiana University, MBA - 1992

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Benjamin Burbedge

Financial Advisor

Thomas Gregory

Thomas Gregory

Financial Advisor

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Top Areas of Focus

  • Social Security Retirement Benefits
  • Family Finances
  • Investments

Education

Purdue University, Bachelor's Degree, Organizational Leadership and Supervision

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Jed McCrumb

Jed McCrumb

Financial Advisor

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Education

General Motors Institue (Kettering University), Bachelors of Industrial Administration, 1976, Western Michigan University, Masters of Science in Accountancy, 1978

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Timothy Knapper

Timothy Knapper

Financial Advisor

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Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

Western Michigan University, Bachelors of Business Administration - 1979

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Robert Rollins

Robert Rollins

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies

Education

Grinnell College, BA, Economics, 1986, Rice University, MBA, Finance, 1988

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Kenneth Williams

Kenneth Williams

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management

Education

Eastern Michigan University, B.S. Economics, 1998

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Wendy Mueller

Wendy Mueller

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

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Joseph Drury

Joseph Drury

Financial Advisor

More about me...

Designations

MBA

Top Areas of Focus

  • Family Finances
  • Estate Planning Strategies
  • Investments

Education

Butler University, BS - 1983, US Army Command & General Staff College, 1996, Indiana Wesleyan University, MBA, 1999

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Scott Erkfitz

Scott Erkfitz

Financial Advisor

More about me...

Designations

MBA

Top Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Small Business

Education

MBA, Aspen University

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Our Staff

Tammy Turner-Vorbeck, PhD

Marketing Manager

Steven Schmidt

Steven Schmidt

Operations Manager

Associate Vice President
Anita Joseph, MS

Anita Joseph, MS

Business Development Director

Associate Vice President

Allyson Sproul

Client Service Manager

Melissa Wright

Client Service Coordinator

Keith Keller

Client Service Coordinator

Jessica Oelling

Client Service Specialist

Monica Gill

Client Service Specialist

Kathleen Dunnuck

Business Development Specialist

Rebecca Dunnuck

Client Service Specialist

Judy Nash

Judy Nash

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