Tell City Office:                    
133 Old Highway Road                     
Tell City, IN 47586                 

Boonville Office:
224 W Main Street
Boonville, IN 47601

Serving the Southern Indiana region and banking centers

 Click to learn about Guided Wealth Portfolios

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 services industry professional since 2000
• Joined Old National Investments in 2017

Education

• Bachelor’s degree in finance from the University of Southern Indiana
• Master’s degree in business administration from the University of Southern Indiana
• Certified Financial Planner™

Community Involvement

• Junior Achievement
• Habitat for Humanity
• Chamber of Commerce

A native of the Evansville and Tri-State area, I’m an avid golfer and a Colt’s fan. I also enjoy participating in multiple nonprofit organizations and boards. 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, Tracy Wagoner Luttman at 502-540-7313 or Tracy.WagonerLuttman@onbinvestments.com.