Executive Team

Executive Team

Canterbury Investment Management

Thomas Hardin, CMT, CFP®
Managing Director
Chief Investment Officer

 

As Chief Investment Officer, Tom has more than 30 years of experience in the investment management industry and has a broad breadth of knowledge. He is known as an innovator, educator and has been revolutionary in the advancements of portfolio and risk management. Please click here to see Thomas Hardin's full profile.
 


Steve Kyburz
Managing Director
Retirement Plan Services


Steve graduated from Purdue University with a Bachelors of Science degree in Financial Planning. Steve holds the QPA (Qualified Plan Administrator) and QKA (Qualified 401(k) Administrator) designations through ASPPA (American Society of Pension Professionals & Actuaries) and is a member of NAACI (National Association of Actuaries & Consultants, Inc.) an exclusive 35 member group consisting of pension TPA business owners and ERISA attorneys.

Through his passion for helping businesses and business owners meet their tax deductible and retirement planning objectives, Steve has worked in the pension industry since 1988, now focusing on advanced retirement plan design and administration.

The retirement business has allowed Steve to utilize his attention to detail and his ability to effectively communicate with clients and staff. His number one business goal is to provide outstanding service to the client. Steve believes that this can be accomplished with three thoughts in mind: 1) Communication – defining the clients’ needs and objectives by asking the appropriate questions: 2) Implementation – matching the plan design with the clients’ objectives and; 3) Management – periodic client reviews and effective tools that yield the most cost-efficient and highest-level of customer service.

Steve currently resides in West Lafayette, Indiana with his wife Marla and their two young sons, Tommy and Sammy.



 

Canterbury Investment Management

Kimberly J. Custer, CMT, CRPC

 
Managing Director
Chief Portfolio Strategist

 

Kimberly J. Custer is co-founder of Canterbury Investment Management, LLC. As Chief Portfolio Strategist, Kim oversees and coordinates all aspects of Canterbury's investment strategy. She has a wide breadth of knowledge and experience in global markets, sector and security analysis. Today, the ever changing market environment requires an equally dynamic process to make adjustments in investing strategy. Please click here to see Kimberly Custer's full profile.

 



 
 

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