Wealth Advisor, AVP
116 E Berry St, Ste. 101
Fort Wayne, IN 46802
Serving the Fort Wayne, Indiana Region
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.
“I am passionate about and dedicated to serving my clients through trust, transparency, and accountability.”
Career Highlights & Industry Expertise
- Financial services industry professional since 2006
- Joined Old National Investments in 2019
- University of Tennessee
Outside of work, I’m involved with the Boy’s and Girl’s Club of Adams County where
I formerly served as president of the organization. I’m married with three children
and enjoy golf and music.
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, Kirsten Bilby at (260) 310-6683 or Kirsten.Bilby@onbinvestments.com.