Address:
3230 Mt Moriah Ave
Owensboro, KY 42303
Serving the Owensboro, KY region and banking centers
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 Experience
- Financial services industry professional since 2015
- Joined Old National Investments in 2020
Education
- Bachelor’s Degree in Business Administration from Texas A&M University
Community Involvement
- Chair of Owensboro Chamber of Young Professionals
- Member of the Junior Achievement Board of Directors
- Board member for the Greater Owensboro Chamber of Commerce
- Member of the Cliff Hagan Boys & Girls Club Board of Directors
- Member of the Old National CEO Council
- Consultative member of the Owensboro Community DevelopmentAdvisory Committee
In 2016, my wife and I couldn’t dream up a place better than Owensboro to plant our roots and start a family. I’m dedicated to this community and ensuring we make strides to grow daily. When away from the office, I enjoy spending time with my family, exercising, traveling, playing golf and rooting for my Texas A&M Aggies on college gameday.
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.