Corey Schieler '97, CFA® – Client Board member since: 1997
Corey Schieler, CFA®, is an Investment Professional in the Fixed Income unit within
the Investment Department at State Farm Insurance Companies in Bloomington, Illinois.
Corey joined State Farm in 1997 in the equity unit of the State Farm Department as
a Stock Investment Analyst. In 2003, he was promoted to Senior Investment Analyst.
His primary portfolio responsibilities as a stock analyst included coverage of the
company's healthcare, industrials, and chemicals holdings across the firm's eight
portfolio accounts, which totaled $56 billion in equity assets. In 2007, he moved
to the Mutual Funds Department and was responsible for product development, product
management, and oversight of the retail mutual fund offerings and the company's internal
and external investment managers and also managed the Investment Research area. In
January 2019, he returned to the Fixed Income unit and has analytical coverage across
a diverse range of industries in the Private Placement group.
A native of central Illinois, Corey received a B.A. in Risk Management & Economics
from IWU in 1997. In 2002, Corey earned the Chartered Financial Analyst (CFA®) designation.
In 2003, he completed his MBA at the University of Chicago Graduate School of Business
with a concentration in Accounting & Finance. Corey also serves as a wish granter
for the Illinois Chapter of the Make-A-Wish Foundation since 2010.
John Bryant '92 – Client Board member since: 2005
Controller Illinois Wesleyan University
John graduated from IWU in 1992 with an accounting degree and passed the CPA exam
in November 1992. He returned to IWU in January 2005 as Controller where his major
responsibilities include financial reporting, cash management, oversight of the Business
Office and assists in the management of the endowment and annuities. Prior to coming
to Illinois Wesleyan, he worked at Bradley University as Treasury Support Analyst.
At Bradley, his responsibilities included endowment and annuity management, University
debt, and budget modeling.
Blake Mier '96, CFP® – Client Board member since: 2007
Managing Principal Wells Fargo Advisors Financial Network, LLC
Blake has worked as a financial advisor for Wells Fargo Advisors Financial Network,
LLC and its predecessors since 1998. He works with individuals, businesses, trusts,
and foundations to develop and implement investment strategies that are consistent
with their goals. He graduated from Illinois Wesleyan in 1996 with a degree in Business
Administration with a concentration in Finance. He enjoys being a part of the client
board for Portfolio Management because he took the class in 1995 and feels that it
led him directly to a successful and fulfilling career.
As a Client Board member for Illinois Wesleyan University's Portfolio Management course,
I act in a completely separate role from my position as a Financial Advisor at Wells
Fargo Advisors Financial Network, LLC. Investment products and services are offered
through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered
broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade
name Wells Fargo Advisors.
Bryan Crabtree '97, CFP® – Client Board member since: 2007
Financial Advisor, Crabtree Financial
Bryan is a financial advisor with Crabtree Financial Services, LLC. He helps clients
develop a comprehensive plan to achieve their financial goals. He holds his Certified
Financial Planner certification and graduated from Illinois Wesleyan where he majored
in business administration with a minor in risk management and financial services.
After graduation, Bryan played professional basketball in Europe for seven years.
Upon returning, he started his career as an investment representative with Edward
Jones. He remained there for five years before leaving to start Crabtree Financial
Services in 2009. Bryan resides in Normal with his wife and three daughters. His hobbies
include playing basketball, golf, and spending time with his family.
Byron Tucci '66 – Client Board member since: 2011
Member, Board of Trustees, Illinois Wesleyan University Managing Director - Investments, Wells Fargo Advisors, LLC
Byron Tucci was born and raised in Bloomington. Byron started his career at Mid-America
Bond & Share Company in 1967, a predecessor to Wells Fargo Advisors. Throughout his
long-tenured investment career, Byron has served in a variety of roles, including
financial advisor, branch manager and commodities principal, and currently holds his
Series 4, 7, 12 and 63 securities registrations. Wells Fargo Advisors has recognized
Byron as a Premier Advisor. A 1966 graduate of Illinois Wesleyan University, Byron
earned his B.S. degree, double-majoring in business and economics. He is also a university
trustee, a member of the Illinois Wesleyan Associates and the Preston Wood Society
of the University Giving Club.
Chris Haag, CFA® – Client Board member since: 2011
Vice President, Portfolio manager, The Commerce Trust Company
Chris Haag, CFA®, is a portfolio manager with The Commerce Trust Company, providing
investment advice and portfolio management services in the Bloomington and Peoria
markets. Prior to joining Commerce Bank in 2004, he managed Bardin Financial Services,
a large investment advisory firm that catered to high-net-worth individuals. Chris
was also employed by Harris Trust & Savings Bank from 1991-1996 as a securities lending
trader, assisting in the loaning of domestic equities, corporate debt, and international
securities. He earned his Bachelor of Science degree (Computer Science) in 1985 and
his Master of Business Administration in 1987 from Bradley University.
Christine Dierker '01, – Client Board member since: 2014
South Central Team Lead – Real Estate, State Farm Insurance
Christine Dierker is the South Central Team Leader in the State Farm Real Estate and
Mortgage area of the State Farm Investment Department. After graduating Illinois Wesleyan
University in 2001 with a Risk Management major, Christine began her career as an
Equity Analyst in the State Farm Investment Department focused on retail companies.
In 2003, she moved to Real Estate and focused on commercial lending across the United
States. Additionally, she handles intern and full time recruiting in her division
of the Investment Department. Christine completed her MBA at Illinois State University
in 2008 and the Chartered Financial Consultant designation in 2011. A central Illinois
native, Christine is married with three small children and is a member of the Board
of Directors at McLean County Dance Association.
Jon Wilson, CFA® '01, – Client Board member since: 2017
Investment Professional – Equities, State Farm Insurance
Jon Wilson, CFA®, is an Investment Professional in the Equity area of State Farm Insurance's
Investment Department. Jon focuses on researching and investing in healthcare, chemical,
and industrial companies. He graduated from Illinois Wesleyan University in 2001 with
a double major in Biology and Business Administration. Following graduation, Jon joined
State Farm as an equity analyst. Jon earned the Chartered Financial Analyst (CFA®)
designation in 2004 and completed his MBA at the University Of Chicago Graduate School
Of Business in 2005.
Jennifer Armstrong '95, – Client Board member since: 2017
Jennifer Armstrong is a Certified Public Accountant licensed to practice in the State
of Illinois. She earned a Bachelor of Arts degree from Illinois Wesleyan University,
and a Master's Degree from Illinois State University. Her professional career includes
income tax planning and reporting at a public firm and a variety of accounting staff
and leadership positions at Caterpillar, including two years of full-time 6 Sigma
Black Belt experience. Jennifer is currently employed by State Farm. Over her tenure
with the Company, she has held positions in Internal Auditing, Financial Operations,
Enterprise Compliance & Ethics, Administrative Services and Life/Health/Investment
Planning Services. She is currently serving in P&C Claims Vendor Management Strategy
Office. Over the course of her time with State Farm, Jennifer has earned the following
Certified Compliance & Ethics Professional - CCEP
Chartered Property Casualty Underwriter - CPCU
Fellow, Life Management Institute - FLMI
Certified in Risk and Information Systems Control - CRISC
Certified Information Privacy Professional/US – CIPP/US
Chartered Life Underwriter – CLU
Matt Bierman has served as the Vice President for Business and Finance at Illinois
Wesleyan University since 2018. In his role as Vice President he has responsibilities
for financial strategy, forecasting, cost analysis, and budget management as well
as operational responsibility for the business office, including human resources,
and the bookstore, risk management and physical plant at Illinois Wesleyan. Previously,
Matt spent 19 years at Western Illinois University in various roles including the
Vice President for Administrative Services, Interim Director of Business and Financial
Services and University Budget Director. In these roles Matt was responsible for debt
management, cash flow, auxiliary revenue centers, and strategic purchasing. Matt holds
a Bachelor of Business in Information Management from Western Illinois University,
Master of Arts in Student Affairs Administration from Ball State University and a
MBA from Western Illinois University. Matt resides in Bloomington with his wife Stacey,
and sons, Nicholas, James, and John.
Robert Shepard '15 – Client Board member since: 2017
Senior Research Analyst, Wisconsin Northern White Sands Holdings LLC
In 2014, Robert “R.T.” Shepard and his father established the frac sand company Wisconsin
Northern White Sands (WNWS) in the oil service sector. In 2015, R.T. earned a bachelor's
degree in international business from Illinois Wesleyan. After graduating, R.T. remained
with WNWS as a senior research analyst. In this role, he gathers oil sector leading
indicators, enabling him to better project demand for frac sand. Beyond his work with
WNWS, R.T. enjoys directly overseeing a diverse portion of his family's stock portfolio.
R.T. attributes his willingness to consider a multitude of sectors to the Portfolio
Management class at Wesleyan, which he took in 2014. Now, R.T. looks forward to giving
back to this class and the IWU community through his involvement on the client board.