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One Main Street, Evansville, IN 47708

TEL: 800-236-6789

Tim Swickard, CFP®, AAMS®, CRPC®

Tim Swickard, CFP®, AAMS®, CRPC®

Wealth Advisor, SVP


8577 Ruffian Lane
Newburgh, IN 47630

"During our working years we expect a raise every year. In retirement, why should you expect anything different from your IRA and Investments? We work with our clients to work toward providing their desired income level by designing portfolios that seek to provide a reliable, predictable, increasing stream of income each and every year."


Wealth Advisor Tim Swickard, Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning, is committed to helping you pursue your financial objectives.  As your goals change over time, Tim will actively monitor your investments and work closely with you to formulate an individualized road map to help you invest, diversify your holdings, and pursue your plans for the future.

 Serving Newburgh and its surrounding communities, Tim has been in the financial services industry since 1999 and joined Old National Investments in 2009.  He earned a bachelor’s degree in Industrial Management from the University of Akron.

 Tim is actively involved in the community, especially with Easter Seals Rehab Center of Evansville.  He is a father to four children and is blessed to have his wife, Jan, as his life partner.  In his spare time, Tim is an avid outdoorsman with a passion for fly fishing, hiking, and the Mountain West.

For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact Timothy today at (812) 858-4333 or

For additional questions or more information, please communicate with Sonya Phillips at (812) 465-7447 or