Client Board Members

Corey Schieler '97, CFA – Client Board member since: 1997

Corey Schieler

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

John Bryant


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

Blake Mier


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.

Bryan Crabtree '97, CFP – Client Board member since: 2007

Bryan Crabree


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

Byron TucciMember, 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

Chris Haag


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

Christine Dierker


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

Jon Wilson


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


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 designations:

  • 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

Matt Bierman

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

Robert Shepard

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.