Hoosier Heartland Wealth Management Team
Investment Advisor Representative
Professional investment advice built upon family and community values. When it comes to making the most of what you’ve earned, you have more choices than ever. So many that choosing what’s best for you can be overwhelming and confusing.
In the mid 90’s several companies within our community were downsizing their workforces. These same companies had also transferred their human resource departments to other cities in an effort to become more efficient. This left many workers without the needed resources to help guide them through the retirement process.
That is why we created Hoosier Heartland Wealth Management. We combine access to a world of investments with friendly, personal service and community values you’ve come to expect from your neighbors at Hoosier Heartland State Bank. Our financial professionals treat you like family, with prudent advice tailored to your unique needs.
Our Mission: To ensure that every client has the knowledge and confidence to make their financial goals reality.
Our Vision: Where every client says, “My advisor treats me like family and has changed my life!”
We invite you to check out all the material on our website. If something prompts a question, send us an email.