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Thomas Hardin, CMT, CFP CEO & Managing Director Chief Investment Officer As Chief Investment Officer, Tom Hardin oversees all portfolio management and investment activity for Canterbury Investment Management. With more than 30 years of investment management experience and 27 years in personal wealth management and personal financial coaching, Tom is known for his creative investor education and revolutionary investment management process. |
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Kimberly J. Custer, CRPC Director of Client Relations Kim Custer maintains personal, ongoing communication with each client to ensure their satisfaction and make sure their needs are being met. An experienced and insightful market technician, Kim also reviews and coordinates technical and quantitative investment research. Originally from Wabash, Indiana, Kim earned a bachelor's degree in financial counseling and planning from Purdue University. |
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Bradley J. Herndon, CMT, CFA Director of Equity Research Brad Herndon performs technical and fundamental research as a member of the Investment Policy Committee. His investment career spans more than 27 years. He served as Chief Investment Officer of Indiana during his tenure at National City Bank and currently manages Greenfield Banking Corporation's Trust and Investment Department. |
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David Vomund Chief Technical Analyst As Canterbury's Chief Technical Analyst, David brings 20 years of investment and portfolio management experience and is a member of our Investment Policy Committee. David provides technical analysis opinions on the global and domestic marketplaces, economic sector and industry analyses, and buy-and-sell recommendations on individual security selections. |
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Mike Dalman Mike Dalman serves in two primary roles for Canterbury. First, he acts as the relationship manager for investors exploring Canterbury’s investment management services. Second, Mike coordinates all technical market analysis obtained from independent research firms. |
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Dr. Craig Overmyer An expert in personal wealth coaching, Craig Overmyer believes strongly in creating accountability to responsibly live a full, balanced life, abundant with health and wealth. Craig has created a unique whole-life approach to money management that optimizes the client's abilities to experience a rich, fulfilling, and wealthy life. |
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Eric Zebrauskas Director of Investor Education Manager, Noblesville Office Eric Zebrauskas focuses on educating clients so they have appropriate expectations for a variety of market conditions. His top priority is helping our clients clearly define their personal goals and objectives - an important first step toward developing a customized portfolio. |
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Larry Boulet Director of Business Transitions Larry Boulet was a Senior Partner with PricewaterhouseCoopers where he consulted with family-owned and closely held businesses regarding mergers, acquistions, and the strategic issues of selling companies. Larry brings his 28 years of experience to Canterbury to help clients sort through the strategic and personal issues involved in consideration of the sales of their business. |