Locations:
402 Main Street, Mount Vernon, IN 47620
5124 Pearl Drive, Evansville, IN 47712
Serving the Evansville and Mount Vernon, 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 15 years of financial services industry experience
- Joined Old National Investments in 2020
Education
- Bachelor’s degree in accounting/finance from the University of Southern Indiana
- Earned the CERTIFIED FINANCIAL PLANNER™ certification
Community Involvement
- Volunteer for United Way and Tri-State Food Bank
- Volunteer youth baseball coach
- Parishioner of St. Phillip’s Catholic Church
Aside from work and community involvement, I enjoy playing golf and traveling. 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, Steph Johnson at (812) 464-1365 or Steph.Johnson@onbinvestments.com.