Wealth Advisor, VP
1825 Lafayette Ave
Terre Haute, IN 47808
Serving the Terre Haute, Rockville and Clinton, 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
- Financial industry professional since 2010
- Joined Old National Investments in 2015
- Bachelor’s in financial services with a minor in insurance from Indiana State University
- Founder, Parke County Resource Center
- Board member, Parke County Community Foundation
- Grants committee member, Community Foundation and 529 Promise Committee
- Board member, Covered with Love Diaper Bank
- Member, Indiana State University College of Business Advisory Counci
In my spare time, I enjoy volunteering, watching college football, doing yardwork and gardening, recreational running and spending as much time as possible with my two spunky boys, Daniel and Joseph. I’m blessed to be married to my best friend, Lucy. 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, Jennifer Povilaitis at (812) 460-1043 or Jennifer.Povilaitis@onbinvestments.com.