Wealth Advisor, VP
4191 W Third Street
Bloomington, IN 47404
Serving Bloomington and Greencastle, Indiana areas
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
Career Highlights & Industry Expertise
- Over 30 years of financial services industry experience
- Joined Old National Investments in 2008
- Bachelor’s degree in finance and marketing from University of South Carolina
- Tiny Warriors
- Taste of Bloomington
- Life Designs
I’m an avid golfer, and I also enjoy horses, football, basketball and baseball. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today. To set up an appointment or for general service and support, please contact my Wealth Sales Assistant, Jeremy Jeffers at (812) 349-5996 or Jeremy.Jeffers@onbinvestments.com.