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Mishawaka Office | Muncie Office | Elkhart Office

 

Mishawaka Office

4045 Edison Lakes Parkway Ste 100, 46545
574.271.0374 - 800.362.7905


David R. Kibbe, JD
President & CEO

Clayton T. Bill, CFA
Vice President, Director of Investment Advisory Services

Jessica K. Burbrink, CFP®, CTFA
Vice President, Investment Advisor

Tracy L. Clark, CTFA
Wealth Advisor

Jack Gordon, MS, Ed.D.
Vice President Wealth Advisor

Katie S. Hammond
Director of Compliance & Human Resources

Andrew P. Heck, JD, CTFA, CFIRS™
Vice President, Wealth Advisor and Trust Counsel

Amy D. Jordan, CTFA
Wealth Advisor

Jeffrey G. Klein, JD
Vice President, Director of Trust & Advisory Services

Deborah L. Klosowski, CTFA
Wealth Administrator

Mary Klute
Administrative Associate

Stephen J. Nilles, CFP(R), AFIM
Vice President, Director of Client Services and Investment Advisor

John S. Seidl, CFA
Senior Investment Advisor

Judith A. Weicht, CTFA
Vice President Wealth Advisor

James P. Welsh, CTFA
Vice President, Wealth Advisor

Pamela S. Stine
Wealth Administrator

Operations Department


Tina M. Patton, CSOP, CISM
Vice President, Director of IT & Operations

Barbara Jean Fox, CSOP
Trust Operations and Office Manager

Christine J. Allen
Administrative Assistant / Receptionist

Nikki E. Anderson
Operations Specialist

Kenneth Echols
Operations Specialist

Brenda J. Fleming, CSOP
Operations Specialist

Carol Szuba
Operations Specialist

Corporate Finance & Tax, Trust Tax and Human Resources


Victoria Racine-Kruk, MBA
Controller, Director of Tax & Finance

Chika Sunoto, CPA
Financial Accountant

Kathryn A. Clark
Fiduciary Tax Manager

Muncie Office

315 West Adams St, 47305
765.254.3500 - 888.339.0222


Martin D. Hillery, JD
Vice President Wealth Advisor

Bradley S. LaTour, JD
Vice President, Wealth Advisor

Rob Santoni
Investment Advisor

Diana J. Smiley, CRSP
Wealth Administrator

R. Cory Spaulding, CTFA
Wealth and Investment Administrator

Administrative/Operations


Sherri L. Robbins, CSOP
Investments/ Operations Specialist

Beverly J. Story
Operations Specialist

Jennifer Williams
Administrative Associate

Elkhart Office

307 South Main Street, Ste 311, 46516
574.294.3500 - 800.362.7905


Jack Gordon, MS, Ed.D.
Vice President Wealth Advisor

Stephen J. Nilles, CFP(R), AFIM
Vice President, Director of Client Services and Investment Advisor

John S. Seidl, CFA
Senior Investment Advisor

Judith A. Weicht, CTFA
Vice President Wealth Advisor

Gloria Tucker, CTFA
Administrative Associate