Wealth Advisor, AVP
9765 E 116th St
Fishers IN 46037
Serving Fishers and the Greater Indianapolis 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
- Financial services industry professional since 1991
- Joined Old National Investments in 2011
I’m actively involved in the community, especially as co-founder and organizer of the “Dream Ride,” an annual motorcycle charity fundraising even held in Indianapolis to benefit children living in high crime communities. I’m a motorcycle enthusiast as well as a musician.
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, Diane Bown at (815) 280-1949 or Diane.Bown@onbinvestments.com.