Broker Check

Our Approach to Client Service

Step 1 Listen & Plan

Pursuing your financial goals starts with a comprehensive roadmap. We’ll utilize state-ofthe-art evaluation tools, along with our expertise, to create a customized, adaptable financial plan.

Step 2 Apply the Strategies

As your full-service investment partner, we have access to a wide array of options to develop personalized strategies — all backed by LPL Financial, the nation’s largest independent broker/dealer.1

Step 3 Connect & Adapt

As your financial needs become more complex — or if your priorities change, we’ll manage your wealth with flexibility, applying the right strategies along your financial journey.


Enjoy secure online account access through WealthView.

Providing a complete view of your financial portfolio in a single sign-on, including the ability to import non-Old National deposit or investment accounts.

1As reported in Financial Planning magazine June 1996-2022, based on total revenues.

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