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1671 US Hwy 231 South
Crawfordsville, IN 47933

Phone:  765.361.3343
Fax:  765.361.3342

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Team

At Hoosier Heartland Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you.  We will help you create an approach that is designed to address your individual situation.

 

Bob Milligan

Investment Advisor Representative

765.361.3343

765.361.3342

bob.milligan@ceteraadvisors.com

 Bob has been helping individuals and businesses with their financial needs since 1981. Upon earning an undergraduate degree in Agricultural Economics from Purdue University, he started...

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Danielle Kinkead

Office Manager

765.361.3343

765.361.3342

danielle.kinkead@ceteraadvisors.com

In addition to managing the day to day operations of the HHWM office, Dani is responsible for ensuring that all clients are “treated like family”.

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