Meet the Shoreline Team

“A rocket won’t fly unless somebody lights the fuse.”

– Homer Hickam Jr.

Whether you’re a family in need of clear guidance or a plan sponsor looking for a partner, our team is uniquely suited to serve you. Our mix of advisors, ranging in age from mid-60’s to late 30’s, not only allows us to gain perspective from the past but also to interpret the now and future from a fresh viewpoint. It is also a comfort to our clients to know that our firm is planning for the long term to serve them, their children and grandchildren.

We’re dedicated to being the one-stop-shop for all of your financial needs—developing, implementing and maintaining a plan that transforms your resources into your vision.

Marion E. “Bud” Shore MBA, CPA, PFS, CFP®

Owner, Wealth Advisor

Marion E. “Bud” Shore MBA, CPA, PFS, CFP^®

Owner, Wealth Advisor

bud@shoreline-llc.com

Bud is a co-owner of Shoreline Wealth Advisors and affiliated accounting firm Shore & Company, PC. He was among the first 1,200 accountants in the country to achieve a combined Certified Public Account and Personal Financial Specialist (CPA/PFS) designation, and he was an early champion of combining best practices in finance and accounting to help individuals reach their most important personal and professional goals. He founded Shoreline in 1998 as a Registered Investment Advisor and wealth management firm.

In his local community and his career, he has been an avid regional leader and benefactor. He currently serves or has served on numerous local and regional boards and committees for organizations, including Citizen State Bank, Earlham College (trustees and foundation boards), Henry County Foundation, Henry County Hospital, New Castle Henry County Public Library (during its building campaign), United Way, the YMCA and his church. He is a member of the Indiana CPA Society and the American Institute of Certified Public Accountants. Bud and Jay were founding members of Bright Sky Group, whose members were instrumental in forming the BAM ALLIANCE, a community of investors and advisors who have discovered a better way to take control of financial futures and achieve life’s most important goals. As a firm, Shoreline contributes financially to Big Brothers Big Sisters of Henry County.

Bud holds an MBA and a bachelor’s degree in accounting and finance from Ball State University and has held his CPA designation since 1979. He is a proud Central Indiana native—a fourth-generation Hoosier. He and his wife Linda have been married since 1977 and have a grown-up daughter who carries on the Hoosier tradition, living in Noblesville, Indiana. In his free time, he enjoys golf, reading, church activities (including singing in the choir with Linda) and family outings.

Jay Bumbalough CPA, PFS

Owner, Wealth Advisor

Jay Bumbalough CPA, PFS

Owner, Wealth Advisor

jay@shoreline-llc.com

Jay is a co-owner of Shoreline Wealth Advisors and our affiliated accounting firm Shore & Company, PC, with a 35+ year background in public accounting, business development and investment advisory services.

After gaining corporate experience at one of the country’s largest accounting firms (Ernst & Young) and business development knowledge within a small, family-owned company, Jay came back home to New Castle to partner up with Marion “Bud” Shore. Their goal was to build a wealth advisory firm focusing on their expertise in tax and investments. He has been able to specialize in assisting business owners and other professionals in growing their personal wealth while reducing their tax liability. He also specializes in helping current business owners in establishing compliant 401(k) plans.

Jay holds a bachelor’s degree in accounting from Ball State University. He is a Certified Public Accountant (CPA) with a PFS (Personal Financial Specialist) designation and a member of the Indiana CPA Society and the American Institute of Certified Public Accountants. His personal interests include attending sporting activities and spending time with his family and friends. He also enjoys mentoring the youth in his community in the field of finance and investments. He is a member of the New Castle Church of Christ.

Brenda K. Baier CFP®

Wealth Advisor

Brenda K. Baier CFP^®

Wealth Advisor

brenda@shoreline-llc.com

Brenda is a wealth advisor for Shoreline Wealth Advisors. She has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional since 1997 and has spent more than 20 years advising dentists and small business owners on strategies to maximize their wealth creation and achieve their personal and professional goals and objectives.

In addition to providing comprehensive personal financial planning services, she has supported clients as they make decisions about tax-deductible savings strategies for their businesses, growing and equipping their practices, adding associates, investing in office real estate, and ultimately transitioning their practices at retirement.

Brenda holds a bachelor’s degree in business management and finance from Ball State University. She enjoys spending time with family and friends, cooking, gardening, camping, riding bicycles, traveling and hosting a weekly Life Group for her church.

Joshua D. Brumbaugh MPA, CPA

Wealth Advisor

Joshua D. Brumbaugh MPA, CPA

Wealth Advisor

josh@shoreline-llc.com

At Shoreline Wealth Advisors, Josh works as a wealth advisor to individuals and Companies. He is a Certified Public Accountant (CPA), holds a Series 65 securities license, and has almost 20 years of experience in public and corporate accounting.

As a wealth advisor, he works with the rest of the Shoreline team to provide clients with a holistic goals-based approach to wealth management by implementing an evidence-based investment strategy with tax planning tactics to enhance and protect their wealth. In addition to working with individuals, he also works on the Shoreline 401(k) Team which provides guidance and assistance to companies as they evaluate, make investment selections, and manage their 401(k) plans with the utmost fiduciary standards.

Josh holds a bachelor’s degree in accounting, a bachelor’s degree in finance, and a Master of Professional Accountancy from the Indiana University Kelley School of Business. He has held his CPA designation since 2004 and his Series 65 securities license since 2014.

He is from Huntington, IN but currently resides in Fishers, IN with his wife Meggan. He and his wife are proud parents to two daughters and a son which keeps them extremely busy with various sporting events and school activities. In his free time, his personal interests include spending time with my family, attending church, hunting, and fishing and watching various sporting activities.

Mark E. Lux CHFC

Wealth Advisor

Mark E. Lux CHFC

Wealth Advisor

mark@shoreline-llc.com

Mark is a wealth advisor for Shoreline Wealth Advisors. He obtained the Series 65 Securities License in 2005. Prior to, and since then, he has provided clients with financial products and insurance advice since 1979.

Mark started in the financial services field in 1979 after graduating from Western Michigan University with a BS degree in Public Administration. In 1985, he obtained his CLU designation from the American College and added the Chartered Financial Consultant designation in 1986.

In addition to his advisory work with individuals and families, he also works with both private and public sector employers and employees by providing advice on their qualified plans.

Vicki J. Kelsey CSEP

Wealth Advisor

Vicki J. Kelsey CSEP

Wealth Advisor

vicki@shoreline-llc.com

Vicki is a wealth advisor for shoreline and also serves as the director of estate and trust planning services for our affiliated accounting firm. She is a Certified Specialist in Estate Planning (CSEP) specializing in helping clients realize maximum tax savings and wealth preservation.

Together with co-founders Bud Shore and Jay Bumbalough, Vicki and the Shoreline team provide clients with an encompassing, goals-based approach to managing their investments, risk management, business affairs, charitable planning and estate planning. As a widow herself, she also specializes in assisting individuals facing similar difficult life transitions.

Vicki holds a bachelor’s degree in accounting from Indiana University. Her personal interests include gardening and home decorating, golf, traveling and spending time with her family.

Tina Conyers

Client Service Representative

Tina Conyers

Client Service Representative

tina@shoreline-llc.com

Tina is our client service representative and is always eager to provide friendly and professional service to our Shoreline clients. She joined Shoreline in 2017 after serving the banking industry for 7 years.

Tina enjoys spending time with her husband and two children. Her personal interests include antique shopping, cooking, playing cards, traveling and church activities.

Eddy Lux

Wealth Advisor

Eddy Lux

Wealth Advisor

eddy@shoreline-llc.com

Eddy works as a wealth advisor with a focus on retirement plans for businesses, not-for-profits, and municipalities. He obtained the Series 65 license in February of 2022.

Eddy holds a BS degree in Business Management from Purdue University. He has a background in sales, real estate, and small business ownership/operations. This diverse background helps him to relate to business owners and employees.

He has been involved with the Ronald McDonald House of Indiana since 2007 and volunteers with other organizations like The Parks Alliance, The Indianapolis Cultural Trail and Boys & Girls Club of Indianapolis. He spends most of his time with his wife, son and extended family and friends. He enjoys running, mountain biking, and spending time outdoors.