3603 Newton Street
Jasper, IN 47546
Serving the Jasper, 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.
“My priority is to be a financial champion for my clients and their families throughout the changing landscape of their lives. ”
Career Highlights & Industry Expertise
- Financial services industry professional since 2012
- Joined Old National Investments in 2018
- Bachelor’s degree in business administration from University of Evansville
- Chartered Retirement Planning Counselor designation from the
College of Financial Planning
In my spare time, I enjoy playing basketball, hiking, fishing and spending time with my family. I also enjoy spending as much time as possible with my two sons, Grayson and Alvey, and wife Renee.
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, Ashley Lytle at (812) 634-5265 or Ashley.Lytle@onbinvestments.com.