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Meet Our Team

Who are we? That’s a fun question. We love what we do and we’re blessed to work with the clients that we have. Our financial advisors start by building a strong personal foundation with you. Shoemaker Financial has a regional presence, an expert network of professionals and CFP® professionals, and we treat clients like we would want to be treated: as friends first and financial partners second. Give us a call to get started.

Because our process focuses on your needs, our advisors are caring, compassionate and attentive to your needs. To get a better feeling for how we like to work, take a look at our team and process:


Photo of team member

Cleo Holder

Wealth Manager

  

While growing up, my family always quoted the proverb, “Let the wise listen and add to their learning.” As a child, it didn’t make much sense, but when my father passed away just days after my 21st birthday, I finally understood its meaning. Everything he built suddenly depended on my mother’s leadership. The financial world, as I’m sure you know, can be overwhelming, but because she listened and remained patient, she helped protect my family and provided for our future.

That has served as my model for financial guidance ever since. I’m fortunate to have over thirty years of experience in the financial services industry. Listening remains vital to my work, and as a family steward, open communication defines my client relationships. The more we talk, the better we perform. As a father of three grown children, I am constantly reminded of the joys in my life. They are worth protecting. I bring the same enthusiasm to all of my clients’ needs, whether we’re transferring wealth from generation to generation or building a lasting legacy.

For Fun

I love being at the office. When I’m not, you can find me vacationing in Gulf Shores, Alabama with my family, spending time with my grandchildren and cheering on the Cardinals, Colts, and Boilermakers. For extraterrestrial thrills, I enjoy learning to fly single engine airplanes.

Affiliations & Certifications:

Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Wabash Valley College
CERTIFIED FINANCIAL PLANNER (™) professional
Series 24 Registered Principle

 

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Brenda M. Miller

Financial Advisor

I really enjoy walking alongside my clients and serving as their “sounding board” or “second opinion.” Letting them know I’ll be there to assist them through all of their financial decisions has a healthy influence on their lives for both today and tomorrow.

As a result of my volunteer activities, I was approached over 35 years ago by a major brokerage firm and asked to join their company. Having come from a middle income family with little exposure to investments (outside of bank savings), I was enticed by the opportunity both educationally and financially. I wanted to help others gain knowledge while growing financially so they could experience a difference in their family’s lives.

My faith in God brought me to this profession through the connections made in my early life. He continues to reaffirm, sustain and encourage me to stay in this profession despite ever-changing markets and uncertainty. I know He will continue to guide and strengthen me in all ways going forward from here.

Outside of the office, I serve as a Class Administrator for my Bible Study Fellowship. With two grown children, my husband and I started ballroom dancing about 5 years ago. I also enjoy crafting, sewing, baking, gardening and reading.

We are active members of Newburgh Presbyterian Church and I currently serve as the Chairman of the Memorial Investment Committee.

Affiliations & Certifications

Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. 
Series 7 and 24 Registrations 
Associate Degree from Lockyear Business College 
CERTIFIED FINANCIAL PLANNER (™) professional Since 1993

No. 1478997 DOFU 4.22.16

Photo of team member

Andrew Breidenbaugh

Wealth Manager

 

Finding the right course of action for each individual is a challenge that I enjoy, and as the Proverb states, “The purposes of a person’s heart are deep waters, but one who has insight draws them out.” As a wealth manager, it’s my job to draw them out.

Although I have many clients from various backgrounds, I focus on consulting business owners. As a business consultant, listening closely to your needs gives me the information necessary to help guide you through the process and inform you of the options that directly align with your goals. This would involve business analysis, employee benefits, tax strategies, personal finances and comprehensive financial strategies.

In 2005, I began my career as a financial advisor and transitioned to Shoemaker in 2012. I enjoyed the opportunities to help improve my clients’ financial horizon, but as a wealth manager with Shoemaker, I can now provide a full lineup of services to offer increasing customization.

I am an Indiana native, having grown up in Vincennes and attended school at Vincennes University and the University of Southern Indiana. My wife and I currently live in Newburgh with our son.

My family and I love to hike at state parks or vacation by a beach. I'm very active in our church. I also enjoy helping/coaching during my son's sporting activities.

Affiliations & Certifications

Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. 
Series 7 & 66 Registrations 
Insurance Licenses: Health, Life, Variable, Disability, and Long Term Care 
Vincennes University 
University of Southern Indiana

 

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  •   8988 Ruffian Lane, Newburgh, IN 47629
  •   812.490.9100 | 888.490.9101
  •   812.490.9102
  •   NEWBURGH@SHOEMAKERFINANCIAL.COM

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Shoemaker Financial is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Shoemaker Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Shoemaker Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 1849883 DOFU 07/17

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