130 S Michigan St
South Bend, IN 46601
Serving the South Bend, 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.
Career Highlights & Industry Expertise
- More than 10 years of financial services industry experience
- Joined Old National Investments in 2022
- Bachelor’s degree in general studies and minors in economics,
history and political science from Indiana University South Bend
- Trustee and finance committee member for Our Redeemer Lutheran Church
I’m a lifelong resident of northern Indiana who believes in doing the right thing. I believe that clients want straightforward, simple advice that they can understand. In the sometimes-complicated world of investment management, I want to be the resource that helps them identify their goals, construct a simple road map to work toward those results and educate them all along the way. It’s important to me to be alongside our clients when markets boom and bust. I want my clients to know that
I am a resource for them and that it’s my intention to exceed their expectations. When I’m not helping clients, you can find me walleye fishing or auto racing.
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, Irene Drummond.
Irene Drummond, Wealth Sales Assistant
765-254-3962 | Irene.Drummond@onbinvestments.com