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Jon-Michael Plennert, CFP(R)

Investment Advisor

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Jon-Michael joined Indiana Trust Company in 2014.  In his role as an investment advisor he assists clients in the areas of financial planning and portfolio management.
Prior to joining Indiana Trust Company, he gained financial industry experience working as a fund accountant for a global bank and as a premium services representative for a brokerage firm servicing high net worth individuals. Jon-Michael received his Bachelor’s Degree from Miami University in 2007 with a finance concentration and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2016.
Jon-Michael also currently sits on the board of directors for the Economic Club of Michiana and is an active participant in the St. Joseph County Chamber of Commerce affiliate, the Young Professionals Network.