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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


Clayton T. Bill, CFA
Vice President Investment Advisor

Tracy L. Clark, CTFA
Wealth Advisor

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

Katie Hammond
Management Associate

Andrew P. Heck, JD, CTFA, CFIRS
Vice President Wealth Advisor

Amy D. Jordan, CTFA
Wealth Advisor

David R. Kibbe, JD
President/Chief Executive Officer

Jeffrey G. Klein, JD
Executive Vice President / Trust Counsel

Deborah L. Klosowski, CTFA
Wealth Administrator

Mary Klute
Administrative Associate

Stephen J. Nilles, CFP(R), AFIM
Executive Vice President / Investment Advisor

John S. Seidl, CFA
Senior Investment Officer

Judith A. Weicht, CTFA
Vice President Investment Advisor

James P. Welsh, CTFA
Executive Vice President / Wealth Advisor

Pamela S. Stine
Wealth Administrator

Operations Department


Tina M. Patton, CSOP, CISM
Executive Vice President / Director of IT and Operations

Barbara J. Fox, CSOP
Trust Operations Officer

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
Controller, Trust Tax and HR Manager

Chika Sunoto, CPA
Senior Accountant

Kathryn A. Clark
Senior Tax Accountant

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
Executive Vice President, Wealth Advisor

Rob Santoni
Investment Advisor

Diana J. Smiley, CRSP
Wealth Administrator

R. Cory Spaulding, CTFA
Wealth 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
Executive Vice President / Investment Advisor

John S. Seidl, CFA
Senior Investment Officer

Judith A. Weicht, CTFA
Vice President Investment Advisor

Gloria Tucker, CTFA
Administrative Associate